Optimizing Client Intake – Integrating Your CRM with a Legal Call Center

Does your firm rely on traditional processes—or no process at all—to attract and onboard new clients? If so, modernizing your approach to client intake may seem time-consuming and expensive. You may even wonder if it’s worth the effort at all!

But lead generation and client intake are some of the first experiences your clients will have with your law firm. It’s critical that you position yourself as responsive and in touch with your clients’ needs.

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Legal CRM

Scale your firm with a Legal CRM that organize your leads, prospects, and current clients while automating your processes and communications.

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Marketing Automation

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Client Intake

Save time by eliminating redundant data entry while automating document assembly and custom forms.

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Create custom reports that highlight your most important KPIs and your best marketing sources.

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Streamline how your firm works with dozens of integrations with leading legal vendors.

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