Attorneys: capture new client contacts into your CRM
Attorneys: capture new client contacts into your CRM
Attorneys adding person contacts in practice software risk prospects falling through intake, costing retainers and delaying case starts. Capture each one as a CRM lead so outreach is prioritized.
Overview
Small-firm attorneys lose potential retainers when new intake contacts aren't tracked. This workflow turns every new person in your practice system into a CRM lead, so you prioritize outreach and eliminate missed follow-ups.
Notable Features
- Create CRM lead records
- Filter duplicates and invalid contacts
- Alert attorney for priority follow-up