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

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
(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)

 

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