Intake Management

Captorra offers the following features within the legal 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 legal intake.

Out of the Box Scripts: Captorra provides our best practices legal 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

 

Click to Watch a video about the Captorra Automated Workflow

Contact Management and Marketing

Captorra 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

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Testimonials

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
(Nationwide)

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)

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)

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)

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, Buckfire & Buckfire, P.C. (www.buckfirelaw.com) / Drug Lawsuit Source (www.druglawsuitsource.com

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, Buckfire & Buckfire, P.C. (www.buckfirelaw.com) / Drug Lawsuit Source (www.druglawsuitsource.com)

 

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