Law practice owners capture consult leads and case details
Law practice owners capture consult leads and case details
Law practice owners miss consult contacts and case details, harming intake. Capture consult contact and case fields into your CRM and internal log so intake starts quickly and prospects are qualified.
Overview
Small law practices lose prospects when consult intake falls through the cracks. This workflow captures consult contact and case details into your CRM and internal intake log, turning overlooked files into qualified prospects so intake starts quickly and missed follow-ups are eliminated.
Notable Features
- Capture consult contacts from files
- Create CRM records from consults
- Notify owner for faster intake