Intake Management

Captorra Case Intake Software offers the following features within the intake management portion of the program.

Unlimited Call Scripts: Scripts allow logical scripts/questions to be run for each new caller. The data received is assigned to the new intake.

Out of the Box Scripts: Captorra provides our best practices intake scripts for over 50 case types. (e.g., Auto Accidents, Workers Comp., Mass Torts, Family Law, Bankruptcy and more.)

Unlimited Custom Fields: Each intake and caller can have an unlimited number fields (i.e., contact info, intake info, etc.). During the design sessions, we assist the firm in designing the required fields.

Turn-Down Automation: Captorra can automate the turn down process by automatically sending turn down emails and merging turn down letters.

Click to Watch a video about the Captorra Intake Screen

Contact Management and Marketing

Captorra’s Case Intake Software includes a contact management system which includes advanced marketing options.

Unlimited Contact Fields: Each potential client can have an unlimited number fields (i.e., contact info, intake info, etc.). During the design sessions, we assist the firm in designing the required fields.

List Marketing: Captorra offers a list marketing feature which allows the user to set up marketing lists such as Newsletters or Firm Announcements.  Captorra will quickly send out emails to these lists or custom lists which can easily be built by the firm.

Click to Watch a video about the Captorra Contact Mangement

Lead Management

Captorra increases our client’s conversion rates by 20% and the lead engagement module is the main reason. We eliminate any entry of lead data ad stop the breakage immediately.

Website Lead Integration:  Captorra integrates with your website to get all leads which are submitted directly into the system and into our lead engagement module.

Live Chat Integration:  Get all your live chat leads integrated directly into Captorra’s Lead Management Module.  Apex Chat, NGage, Client Chat Live and more all integrate with Captorra.

After Hours Call Center Integration:  Legal Intake Professionals, Alert Communications and other after hours call centers have direct integrations with Captorra.  Never key lead data again.

3rd Party Lead Provider Integrations:  If you are buying leads you need Captorra.  We have integrations with IM Solutions, NOLO, FindLaw and over 80 more legal lead providers.

SMS / Text Messaging:  Captorra offers integrated SMS / Text messaging.  The text messaging of leads will drastically increase your conversion rate.

Email Drip Campaigns:  Captorra provides out of the box emails to be sent via a drip campaign.  Each email is unique and provokes urgency in the client to engage with your firm.

Phone Calls:  Captorra will manage the phone call engagement process for your firm.  It will make sure phone calls are made immediately once the lead is received as well as all the subsequent calls until the potential client is reached.

Click to Watch a video about the Captorra Lead Conversion

Referral Management

Actually track your referrals and get paid for them.  Captorra has a referral management module which can automate the sending and follow up on referred out cases.

Attorney Referrals:  Manage incoming and outgoing referrals with Captorra.  Automate the referral of cases based upon location and case type.

Doctor Referrals:  Make sure you are getting your back scratched too.  So often you are sending Doctors referrals, but not getting any in return.  Captorra will show you the numbers.

Referral Management Portal:  Captorra offers a referral portal which allows your referral partners to receive referrals and provide updates to all cases which they have received.

Click to Watch a video about the Captorra Referral Management

Data Management: Dashboards & Reporting

Stop guessing.  Captorra provides you real time dashboards and reports to help you manage your law practice.

Unlimited Reporting Capabilities: Reports can be created by any user per intake, caller or referral source.

Out of the Box Dashboards: Users can have customized dashboards when they enter the system. A manager can see summary information such as number of calls, sign ups, specific campaign results and more. An intake specialist may have a dashboard highlighting their active intakes, follow up activities and personal scorecard.

Advertising Intelligence: Track your advertising and it effectiveness.  Become laser focused with your advertising to get the most out of your marketing budget with Captorra’s Lead Management program.

Click to Watch a video about the Captorra Dashboard


Sign up client on the first phone call with Captorra’s built in eSignature program.

eSign:  Captorra provides integrated eSignature within the application.  This allows you to get your clients signed up immediately.

iPad Signature:  Captorra allows your investigators to go paperless.  With Captorra they can simply carry an iPad to complete the intake and sign up the client.  A client themselves, can even use the tablet or smartphone interface to sign the electronic documents.

Click to Watch a video about Captorra eSign

Sign Up Package Management

The most over looked area for increasing your conversion rate is sign up package / mail out package management.  Captorra has dedicated an entire module to ensure that you get the packages signed and returned.

Mail out Package Management:  When eSignature is not available the sending of a hard copy mail out pack may be needed.  If so, Captorra has a built in Sign up package management module to ensure you do whatever it takes to receive the signed documents from the client.

Document Assembly:  Captorra will automatically merge the sign up packages for your firm to provide you with a very professional package to be presented to the client.

Sign Up Management

Captorra can manage the document associated with your leads.  This may include client engagement letters, contracts, medical records and more.

Click to Watch a video about the Captorra Automated Workflow

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Selecting Captorra software provided an outstanding and seamless solution for our call center customer service team to provide exceptional service to our clients. The Captorra service and support team provided constant support during our transition and continues to works closely in monitoring any needs that arise.

Bonnie Niver of USLegal

Fleming, Nolen, Jez, L.L.P.

Our national practice considered Captorra for a couple of years. We had a very customized solution in house that we were originally reluctant to move away from. Due to our desire to grow and convert clients at a higher percentage, we finally made the decision to switch. After being on Captorra for a while now, we know without a doubt that it was the right decision. All of our potential clients flow through Captorra and it allows us to have solution to truly analyze how we are doing in different facets of intake.

Sean Jez - Partner - Fleming, Nolen, Jez, L.L.P.

By partnering with Captorra we get results. They provide exceptional software and even better service. Partnering with Captorra was a great decision for our firm. They have made our intake process more efficient and effective.

Kerry Steigerwalt
(San Diego, CA)

Shelly Leeke Law Firm

Our firm was made aware of Captorra through a firm that we know well. Like most software applications, the system has taken some time to perfect for our group but the Captorra team has been great to work with to get it to that point. We use the system heavily for lead follow up, qualification of claimants, signing clients with different methods and analyzing data in real time. As our practice continues to grow, we will continue to lean on the Captorra solution to help scale.

Derek Miller - COO - Shelly Leeke Law Firm

Captorra is awesome. Their system allows us to quickly and effectively qualify new cases allowing my intake team to focus on signing up new cases. Once the case is signed, their integration with our case management application eliminates any double entry and allows my attorneys to start working on the case right away. I recommend Captorra to any group looking to increase your conversion rate.

Kyle Bachus of Bachus & Schanker
(Denver, CO)

Law Offices of Alan LeVar

As a smaller practice the decision to invest in Captorra was not an easy decision, but understanding just how important it is for my practice to sign every case we want I knew I could not risk it. It was a great decision. In addition to helping us sign up more cases and close our holes, the reporting features are great and help us to know which marketing efforts are working. Also the Customer service has been responsive and helpful.

Alan LeVar - Managing Partner - Law Offices of Alan LeVar

Captorra runs our law practice. It has enabled us to integrate everything together and automate all our previously manual processes so we can focus even more on serving our clients. Since implementing Captorra our new case sign ups have increased by over 60%. Additionally, their custom software, specialized knowledge of legal intake, and dedication to our success is what makes Captorra a valuable business partner.

Josh Parilman of Parilman & Associates
(Phoenix, AZ)

Lytal Reiter Smith Ivey & Fronrath, L.L.P.

We have known the group at Captorra for some time. We always liked the solution, but we felt that we needed to make some internal process changes in order to effectively use it. It was a great decision as we have been able to lean on their intake expertise to not only utilize the application correctly, but to ensure that we are capitalizing fully on marketing analytics, the intake process and signing up the clients that we want effectively.

Scott Wendel – Director of Administration - Lytal Reiter Smith Ivey & Fronrath, L.L.P.

Buckfire & Buckfire

Captorra has taken the chaos out of our case intake process. We now have an actual intake management system that allows us to accurately track the status of our in house intakes and outside referrals. This has eliminated the wanted cases that previously fell through cracks and has increased the number of new intakes. The reports and tracking metrics allow you to both monitor staff to ensure that all leads are being pursued and provide excellent analytics to evaluate marketing initiatives.

Lawrence J. Buckfire - Managing Partner

Simmons & Fletcher, P.C.

We took a look at Captorra and liked the system initially, but wanted to try and utilize intake and case management in one system. We found that given our volume and the multiple ways claimants contact us, Captorra’s specific solution for intake was a must for us. Since implementing, not only has it streamlined our process to sign up cases, but the comprehensive reporting has saved us a ton of time for analyzing data related to marketing and intake.

Paul Cannon - Partner - Simmons & Fletcher, P.C.