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Screening Legal Clients at Intake

Consider: Is this potential case…

  1. Too big?
  2. Too small?
  3. Not quite in the right practice area?
  4. Impossible to win?

No matter how large or small your firm is, these are some of the up-front questions to consider before initiating a meaningful relationship with a potential customer.

To help guide you through the intake categorization and investigation routine, GrowPath has created a checklist for you.

With Needles, we didn’t get what we had wanted, which was automatic reminders to plan out your day for you, to make it easier for the case managers to run their cases. With GrowPath, the day’s all planned out for each case manager, which I really love.

Thomas, Chief Experience Officer

Prior to creating GrowPath, I ran one of the largest plaintiffs’ firms in the Southeast (200 staff, 17 locations). We couldn’t find a tool that could do everything we wanted, so I built one, taking what I know about software and combining it with nearly 20 years of knowledge on how to efficiently run a PI firm.

The tool that resulted was so powerful and revolutionary that the firms I consult for also wanted it. That’s how GrowPath was born.

Eric Sanchez, GrowPath Founder & Advisor

We caught a potentially million dollar mass tort solely because of the Buzzwords feature.

Michael, Attorney

In our first year using GrowPath, we reduced our average case time by a month, which translated to $899,843 in extra revenue.

Michael, Attorney

With GrowPath I can instantly see where all of my cases are, who is handling them, what status they are in – everything! Plus I’m able to see how my marketing is working.

David, Firm VP

I have to say I did have reservations at the beginning but now, seeing what GrowPath has to offer, life has been much easier.

JoEllen, Firm Administrator

I love being able to access GrowPath from anywhere! If I’m thinking about a case late at night I can quickly log in from my laptop at home and check what has been done or set a reminder for myself. The cloud-based data feature has been game changing.

Stephanie, Paralegal

We never would have emerged from the pandemic as unscathed as we did without GrowPath. It’s been key to our ability to work remotely, measure the quality of cases and leads coming in, and continue to make sure everything is pristine with every employee and case. If your firm does plaintiffs work, I strongly recommend taking a look.

Attorney Jeremy M., GrowPath client

A Better Legal Intake Software



Discover profitable mass torts and derivative cases in your existing caseload.

The inline prompts empower staff to ask the right questions in real-time.


Lead Scoring:

Define what “high value case” means to you, and the algorithm will identify and prioritize targeted leads.

Highly-configurable evaluation methods save valuable attorney time and increase conversion rates.


Quick Conversion:

Receive team-wide alerts to follow up on qualified leads.

When the time is right to sign on the client, eSign and mobile text-to-sign ensure you have the final contract instantly.


Marketing Analytics:

Real-time marketing analytics give you deep insight and a competitive edge.

In analyzing intake conversion and lead source by time of day, this powerful tool provides unmatched data analysis.


Marketing Connect:

Seamlessly connect with your marketing stack, including web forms, live chat services, and email.


Complete and Accurate:

Intake Forms ensure that potential client records are accurate and complete.

Address verification, conflict checks, and customizable intake questionnaires optimize your workflows.

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Superior Analytic Tools

GrowPath’s mobile intelligence provides split-second retrieval of your key information. From client data to firm analytics, easily search and access what you need, whenever and wherever you need it.

Streamlined Case Management

Organize your firm with intelligent tasks and reminders, centralized document storage, and single-click communications – all stored in one, secure place with GrowPath case management software.

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