For law firm owners: capture referral contacts instantly
For law firm owners: capture referral contacts instantly
Law firm owners miss referral leads when reputation alerts get buried, risking lost retainers. This routes alerts into CRM contacts so owners capture prospects and follow up quickly.
Overview
Referral leads buried in inboxes cost law firms retainers. Turn reputation alerts into CRM contacts and owner notifications so prospects are captured and outreach happens without manual chasing.
Notable Features
- Create or update CRM contacts
- Assign lead owner by source
- Notify owner of new referrals