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

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Testimonials

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)

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

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)

Fleming, Nolen, Jez, L.L.P.

Our national practice considered Captorra for a couple of years. We had a very customized solution in house that we were originally reluctant to move away from. Due to our desire to grow and convert clients at a higher percentage, we finally made the decision to switch. After being on Captorra for a while now, we know without a doubt that it was the right decision. All of our potential clients flow through Captorra and it allows us to have solution to truly analyze how we are doing in different facets of intake.

Sean Jez - Partner - Fleming, Nolen, Jez, L.L.P.

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)

Shelly Leeke Law Firm

Our firm was made aware of Captorra through a firm that we know well. Like most software applications, the system has taken some time to perfect for our group but the Captorra team has been great to work with to get it to that point. We use the system heavily for lead follow up, qualification of claimants, signing clients with different methods and analyzing data in real time. As our practice continues to grow, we will continue to lean on the Captorra solution to help scale.

Derek Miller - COO - Shelly Leeke Law Firm