Expedite your growth and improve your intake—drive potential clients from the starting line to your bottom-line with ease
Make Intake an Exact Science
The intake process is the fuel that drives your matters…don’t ask the right questions upfront and you’re sure to run out of gas before the finish line. Intake Manager guarantees you get a comprehensive picture of your PI matters from the jump, regardless of who’s behind the wheel. Our intelligent intake forms guide your team through the entire intake process (e.g. contact info, case details, injury checklists)—ensuring your attorneys have all the information they need to succeed and your leads have a professional first contact with your firm.
Organize Your Leads for Easy Follow-Up
Keeping track of leads can be a harrowing process…but it doesn’t have to be. Intake Manager helps you stay on top of your prospects—view important lead info (including interaction history) alongside vital firm data from the convenience of anywhere. And future communications can be scheduled right from a prospect’s profile…we’ll even nudge you with automatic calendar alerts to follow up on specified days.
Discover What’s Working and Grow Your Profits
Intake Manager gives you insight into which of your marketing efforts are leading to tangible results (and which are not). In addition to built in expense tracking, Intake Manager provides your firm with detailed reports on which marketing campaigns are bringing in the most leads, conversions, and ROI—so you can operate more informed, spend your marketing budget prudently, and maximize your profits.