Signing the Client

Get your prospects to commit

The longer it takes for a prospect to sign the firm’s fee agreement, the less likely it becomes that they will be a client at all. Make it easy for prospective clients to agree to work with you by removing all of the hurdles that prevent that from happening.

Streamline the steps from contact to signature

A one-call close

An automated sign up process increases commitments on the first call.

Let them choose

Capture fee agreements via email or text or on their device of choice: phone, desktop or mobile.

Get started immediately

Effortlessly flow the agreement into your case management system to start work immediately.

Sign-up packet automation

Automated follow up tools keep you in front of qualified prospects you still want to sign up.

Prospects become clients any time, anywhere.

Reduce the hassle of scheduling and the risk of no-shows when you remove the need for clients to come to your office with Captorra’s built in eSign program. Clients can immediately commit to working with you from the convenience of their home, office or mobile device using this secure tool. Many will execute the agreement while still on the phone with the firm.

Eliminate the hassle of sign-up package management

The efficient management of sign-up packages increases conversion rates. Captorra automatically merges your firm’s sign-up documents to create a professional package to be presented to the prospective client. After delivery, Captorra reminds the firm that it needs to follow up while simultaneously sending automated emails and texts to the package’s recipient, informing them the package is en route and prompting them repeatedly to sign and return.

eSignature allows you to get your clients signed up immediately. See how it works.

See how other firms have increased “one call closes”

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 eSign via text. Our staff loves it because it alleviates double entry into our case management system.

Janice Francis

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