Intake · Clients
Every lead, one clear next step. From the first call to the signed retainer, on one record.
Take a lead's details on a form built for its practice area, then move it through six stages from new lead to signed. When the client signs, convert the lead into a case that keeps its tasks, messages and history.
Intake
Pipeline · All sources
Hannah Lee
PNPremises liability · Phone
Rosa Delgado
SRAuto accident · Google Ads
Marcus Webb
JTWorkplace injury · Referral
Elena Vasquez
SRAuto accident · Google Ads
Omar Haddad
JTWorkplace injury · Referral
- Intake forms per practice area, with conditional questions
- Lead sources tracked, so you see which ones sign
- Stage rules that add follow-up tasks or draft messages
- Converts to a case with its tasks, messages and history
Instead of
- Lead Docket
- a separate intake CRM
Leads, follow-ups and sign-ups on the same record as the case.
Works with
Weighed against
The work, rule by rule
- GuideEmployment law intake screening: questions, deadlines and red flags for plaintiff firms
- GuidePersonal injury case workflow: intake to settlement, step by step
- GuideCalifornia personal injury statute of limitations: deadlines by claim type
- Free toolCalifornia statute of limitations calculator
- Free toolCalifornia right-to-sue deadline calculator
- Free toolEEOC charge deadline calculator
Intake: questions firms ask
Not today. Intake has no automatic capture from web forms or ads, so your team enters each lead on the intake form for its practice area. Every lead records its source, so you can see which sources sign.
Yes. Each practice area has its own form, with conditional questions that appear only when an earlier answer calls for them. A workers' comp lead and a car accident lead are asked different things.
Yes. Stage rules can add follow-up tasks or draft messages as a lead moves through its six stages. A drafted message waits for a person to send it.
When the client signs, someone at the firm converts the lead into a case, and the case keeps the lead's tasks, messages and history. Nobody has to rebuild the record the intake team started.
See Intake with your case types. Thirty minutes, on your own practice.