Screening Legal Clients at Intake
Download the Law Firm Profitability Checklist
Consider: Is this potential case…
- Too big?
- Too small?
- Not quite in the right practice area?
- 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.
Evaluate Your Intake to See How Your Firm Stacks Up
Uncover your firm’s true potential and compare your performance to industry statistics in our report.
The Complete Guide to Choosing the Best Legal Case Management Software
Read our guide on the features your firm needs.
Buzzwords™
Watch this video to see how our patented Buzzwords™ feature alerts your staff with inline prompts.
GrowPath Customer Reviews
A Better Legal Intake Software
Buzzwords™
Discover profitable mass torts and derivative cases in your existing caseload. The inline prompts empower staff to ask the right questions in real-time.
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 Connect
Seamlessly connect with your marketing stack, including web forms, live chat services, and email.
Lead Scoring Algorithm
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.
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.
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.
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.