Marketing directors capture ad leads into case records
Marketing directors capture ad leads into case records
Marketing directors lose ad leads when submissions don't create case records, leaving intake with unassigned matters. This routes leads into case records so intake assigns and tracks follow-up.
Overview
Paid ad leads slip away when submissions never become case records, leaving intake without assignment and follow-up. This workflow captures every qualifying ad lead, creates structured case records, and nudges intake to assign attorneys—eliminating missed follow-ups and keeping cases moving into the pipeline.
Notable Features
- Create structured case records instantly
- Assign responsible attorneys by criteria
- Notify intake staff with lead summary