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

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.

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)

 

Disparti Law Group

We thought we had been doing a decent job at intake until we implemented Captorra. With Captorra, and their reporting, we can see the full picture of intake and how that effects our sign up rate. Our staff had been doing a great job, but they were limited with the capabilities they had. We were just using our case management software to get the job done but lacked all the automation Captorra opened our eyes to. We went from decent conversions to ground breaking ones in 30 days. For a growing practice like ours, this was exactly the solution we needed to maximize our ROI. My only hesitation was the integration with our case management system but Captorra went beyond my expectation to make it work. They actually listen and care and understand what our needs were to make us great at intake.

Jesse Hoolihan - COO - Disparti Law Group

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