Client Intake Forms and Lead Management
Eliminate manual data entry by Lawyers. Legal Marketing made easy
Client Intake Form Builder
Create forms for client onboarding, one for every Practice, by simple drag and drop. Forms can be sent to potential clients, or published in your public Website
Effective Lead Management
Legal CRM integrated with Practice Management. Review the data filled by your leads and qualify them. Apply business rules and set reminders for follow-up
Avoid Duplicate data entry
Reduce human error as the data entered by Leads are saved to ‘Smart Lists’. Contact or Matters can be created automatically. Email Marketing Campaigns can be launched, and the metrics are measured for various KPI
Automatic Engagement and Retainer document generation
Use the data entered by Leads to generate agreements, without need for data to be entered again. Get electronic signature from the clients – Go paperless