Criminal defense intake: route forms to billing and CRM
Criminal defense intake: route forms to billing and CRM
Intake coordinators miss consultation forms, causing invoicing gaps and lost retainers. Route and format intake into your billing and CRM so attorneys get accurate client and invoice records.
Overview
Intake errors and misrouted forms create billing gaps and risk retainers for criminal defense practices. Centralizing intake into your CRM and billing system eliminates manual handoffs, ensures accurate client and invoice records, and produces faster handoffs between intake coordinators and attorneys.
Notable Features
- Route consultation forms to billing
- Format fields for invoice creation
- Alert attorneys and intake coordinators