INTAKE CRM
convert leads from day one.
Create intake that feels simple for everyone.
centralize every lead, referral, and inquiry.
Connect all prospect sources
and capture their info.
respond before your competitors do.
Start nurturing automatically with email campaigns.
create smooth handoffs from intake to case.
Transfer lead details to cases
and alert the right team.
know which cases are worth pursuing.
Settlement prediction sets realistic expectations upfront.
see where your clients come from.
Understand which marketing channels convert.
work with intake tools you already use.
Connect forms and call services for easy lead flow.
bring every lead into focus.
multi-channel lead capture
A website form instantly creates a lead, sends an email, and schedules a follow-up. Both appear in your intake dashboard with source and priority.
lead nurturing
Prospects enter automated nurturing with educational emails and reminders. When ready, they book a consult and your team sees the full communication history.
seamless lead to case conversion
A signed engagement turns the lead into a case with one click. All notes, contacts, and documents transfer, and a new-case workflow begins.
integration with answering services
An answering service logs after-hours calls as new leads. By morning, your team sees each one prioritized with caller details and preferred contact method.
streamline your intake pipeline.
no leads lost between intake and cases
manage more work in fewer hours
start every case with full context
integrate with CRM & marketing tools
where connections begin.
- Leads remain separate from cases while still staying connected
- Intake workflows connect to case workflows
- Built-in settlement prediction and case valuation
- Marketing attribution and ROI reporting
- Connect to intake, CRM, and marketing systems you already use
EXPLORE
see leads become clients.
Turn every prospect interaction into a confident next step.
