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.
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.
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.
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.
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.
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.
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.