Dashboards & Reporting

Data Management: Dashboards & Reporting

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

Unlimited Reporting Capabilities: The Captorra legal intake system provides various options for reporting.  Users can create their own reports using our simple end user report builder which provide you the ability to save that report and run it at any point in the future.  You may also have system reports which can be scheduled to be sent out based upon a set schedule.  All reports can be based upon the information regarding legal intakes, referral sources, leads and more.

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

Contact Us

Newsletter Signup

Testimonials

Issacs & Issacs

To say we were skeptical is an understatement. We knew firms which use Captorra and they all said it was great, but we thought we were different and it would not work for us. After numerous presentations and discussions we jumped in. It was the best operational decision we have made in years. Our sign ups have increased and we now know how we are doing at intake vs guessing.

Kathy Lobb - Administrator - Issacs & Issacs

Alliance Injury Group

Our group has some very unique needs. Captorra’s ability to not only provide an efficient intake application, but be flexible enough to solve those needs in one system has been a cornerstone to our company. They took the time to understand exactly what we were wanting to accomplish and deliver that in a timely manner.

Robert Till - CEO - Alliance Injury Group

Taylor King Law

Our partnership with Captorra took our intakes to the next level. Captorra allowed our team to take ownership of potential clients and our attorneys to make faster contact with clients. The software has improved our client satisfaction tremendously, not to mention our intake close rate.

Emily Merryman - COO - Taylor King Law

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 - D. Miller & Associates

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 - Hupy and Abraham

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 - Monge & Associates

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 -Bubalo Goode

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)

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 - Mokaram Law Firm

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)