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

Related Information

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D. Miller & Associates

I had to let you guys know how happy my team with your software and the support Captorra has provided us, since the installation of your program. As a national practice, I want to continue to grow at a rapid pace. To do that, I knew that I needed a software application that could scale with my firm and offer a solution to handle leads from multiple sources. Captorra has provided that solution and more. We not only have the ability to quickly follow up with a claimant, but even qualify and retain them on the very first call! Like any new software rollout, there was certainly a learning curve to become extremely efficient, but the group at Captorra have been very responsive and have truly cared that my firm uses the system to the best of our ability.

Darren Miller – Founding Partner

Hupy and Abraham, S.C.

Our firm experienced rapid growth very quickly. Using traditional methods to service the volume of incoming clients became overwhelming. And from a marketing standpoint, it was even more difficult to understand where the cases were coming from. Captorra came in and worked with our team at all facets of intake to make sure we were able to rectify these issues in one streamlined system. We now have the ability to jump on leads right away, quickly qualify and sign up clients and truly know which marketing efforts are working well for us.

Jill Wellskopf - Director of Marketing

Monge & Associates

We have tried different solutions to meet our intake needs in the past and finally came across Captorra. It is truly an all in one solution that has allowed our staff to utilize one application to follow up with web leads, quickly qualify live calls coming in and even sign up clients on the spot with their eSign via text solution. It has also made my life easier as an Administrator to truly see what is taking place within our intake department in real time. Our staff love it because it also alleviated the need for double entry into our case management system since it seamlessly integrates.

Janice Francis – Firm Administrator

Bubalo Goode Sales & Cronen

We held off on purchasing Captorra at first because we had concerns about using two different systems for intake and case management. We finally decided to give it a shot based on recommendations for other firms that we knew. We now regret we waited so long. Not only do we have a much more streamlined intake process, we also have true reporting to analyze the success of specific marketing campaigns. So Captorra not only results in better conversion of intakes, but it also saved us a tremendous amount of money by identifying where to put our marketing dollars.

Christopher W. Goode - Assistant Managing Partner

Mokaram Law Firm

I have a great staff that handles our intakes, but felt they were being handcuffed by not having a system in place. After rolling out Captorra, I have found that not only are the staff able to more efficiently get through the intake process, but our conversions have gone up as well. It also seamlessly integrates to our case management system, Filevine so that our staff doesn’t have manually enter in new cases.

Ali Mokaram – Managing Partner

Wilshire Law Firm, PLC

As an extremely fast growing practice, we noticed that claimants were contacting our firm in many different ways. It became difficult for us to appropriately track and follow up with each potential client in a timely manner. Captorra has not only provided a way to access their information immediately, but also provides my intake team with a tool to quickly follow up, email and even text message potential clients to get an immediate call back to discuss their case. The reporting the system generates allows me as the Managing Partner to quickly make decisions on changes that will improve the firm.

Bobby Saadian – Managing Partner  - Wilshire Law Firm, PLC

Captorra provides me the analytics I need to run my business. They provide customized dashboards and reports that allow me to know exactly how my marketing dollars are performing and where to best direct them moving forward. I also have direct insight into my conversion rates for each case type, marketing source and intake staff member. Captorra is dedicated to my success

John Foy of Foy & Associates
(Atlanta, GA)

Using Captorra is a no brainer. I started signing up more cases immediately.

Glen Lerner of Glen Lerner Injury Attorneys
(Las Vegas, Phoenix and Chicago)

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

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)