Sign Up Package Management

The most overlooked area for increasing your conversion rate is sign up package / mail out package management.  Captorra has dedicated an entire module to ensure that you get the packages signed and returned.

Mail out Package Management:  When eSignature is not available the sending of a hard copy mail out pack may be needed.  If so, Captorra has a built in Sign up package management module to ensure you do whatever it takes to receive the signed documents from the client.

Document Assembly:  Captorra will automatically merge the sign up packages for your firm to provide you with a very professional package to be presented to the client.

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Testimonials

Hill & Ponton

“We’ve been searching for an Intake software solution that would allow us to leverage the large amount of marketing data we have and give our Intake staff a well thought out intuitive experience when handling our clients. We found it, and it’s Captorra. From demo to setup to going live we’ve been well taken care of at every step. The Captorra team is very competent and never left us out of the loop as we transitioned intake systems.

Now that we’re live our staff loves the new program. It’s use is very intuitive and easy to use. You can almost use the software without any training as what you see is easily understood and works. The new data we’re getting from our robust reporting system is helping us find out where our strongest and weakest marketing sources are and allow us to course correct.

We can easily recommend Captorra to anyone looking to improve their staff/client experience during an intake or get a better picture of where your clients are coming from and what marketing works.”

Allen Harper – IT Director - Hill & Ponton

Stewart J. Guss

Intake is the lifeblood of my firm. My philosophy is that “you can’t work a case you don’t have”. With that in mind, we started our search for the most modern, sophisticated, and efficient intake system in the legal market. We had the opportunity to evaluate several excellent intake systems, but Captorra stood out as the best. There were less expensive solutions, but none better, and we wanted nothing but the best for our intake department.

The Captorra team stood shoulder to shoulder with us through implementation and onboarding, and was very flexible and eager to help. The benefits of Captorra were obvious from day one. My intake team works more efficiently, more effectively, and most importantly – WE ARE SIGNING THOSE CASES! We look forward to working with the Captorra team moving forward as our ongoing “partner” in the growth of our firm’s docket. Ultimately – you don’t want to cut corners on your intake department, and if you want nothing but the best – I can’t recommend Captorra highly enough!

Stewart J. Guss  - Managing Partner - Stewart J. Guss - Personal Injury Attorneys

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.

Herrman & Herrman

“We know a lot of firms that have used Captorra and like the system. We went through our own evaluation process and found that it met our immediate needs of having one solution to quickly consolidate the potential cases that come from multiple sources. We now have our calls, website form submissions, chats and calls going through our afterhours call service all flowing into Captorra automatically.

This allows us to jump on the follow up process immediately and Captorra automates the email and texting campaigns to help as well. Once we have the qualified claimant on the phone we can sign them up right then and there by texting the eSign packet over. Captorra’s eSign tool is very easy for our staff to utilize and they very quickly are able to get the packet out to the client while on the phone. Their team has been there for us every step of the way to make sure we are getting everything we need out of Captorra.”

Eliza DeDow – Intake Manager - Herrman & Herrman

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

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

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.

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

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

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