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“We were comparing our numbers from a year ago, and found some interesting results. We received almost the same leads but four times the hires, which is amazing!”
Law Offices of Robert M. Geller, P.A.
You finally respond to a quality lead, but the first few minutes have passed, and they've already contacted another law firm. Desk is a virtual inbox that notifies you instantly of all incoming messages, chat leads, and other activities. You will be the first to contact a lead, which significantly improves your chances of signing them as a client.
Sending to-do lists over email is inefficient, and people often overlook the tasks. Use Desk to quickly send notes, texts, and chats to team members at your law firm. Increase efficiency and shorten response time.
Remembering tasks like follow-up calls can be difficult. Instead of trying to keep track of everything on paper or in your head, set reminders for a future date and time.
Imagine being super busy, and a notification pings in the dashboard. Instead of taking a mental note and potentially forgetting about it, use the snooze feature to get reminded later.
Have you ever experienced a time where leads were flowing in, but you were preoccupied and unable to respond? Intaker lets you assign responsibilities to the appropriate team members to play on people's strengths and increase response time. Boost productivity, satisfy more prospective clients, and never miss an opportunity with an organized internal workflow.
You had a great conversation with a lead, but your co-worker also called them, unaware that you had already talked. With Intaker's activity logs, you can see all lead information and their communication with the firm to date. Having access to this data allows you to avoid confusion and unnecessary mishaps that make the firm look bad.
Say you have a constant stream of legal cases coming in but no way of knowing where they're at in the pipeline. Use Intaker to track current lead status with labels and oversee the client conversion pipeline. With a system in place, decision-makers can easily stay informed and handle leads appropriately.
Keeping messy notes for a client can be tough, for example, tracking their birthday, address, or other practice area-specific information. Intaker empowers you to store lead and client information in formatted fields, such as plain text, date, address, and more. Help your team keep track of notes and work efficiently with fully customizable fields.
Your law firm has a massive list of leads that need to be narrowed down based on a particular attribute, such as where they're at in the intake process. Sorting would take forever by hand, luckily our lead management software does the work for you. You can sort and filter leads quickly with just a few clicks of a button.
No lawyer wants their phone blown up with worktexts, and no client wants to keep track of multiple conversations with different people at the firm. Business texting allows you to reply with one voice as a team and store all conversation threads in one place. Intaker's collaborative texting makes communication crystal clear for everyone involved.
Learn more about Business Texting.
Are you excited about Intaker but still want the comforts of your current CRM? Lucky for you, Intaker integrates with virtually any legal case management software. You can automatically transfer new leads straight from Intaker into your CRM using a variety of Intaker Integrations.
Your team would have to manually perform data entry for most analytics tools, making reporting less reliable. Intaker’s analytics was created from the ground up for law firms. Automate capturing events in the pipeline, analyze subsets of data, and track growth with minimal extra effort from your team.
“The desk makes it so much easier to get the leads done faster!”
Law Offices of Jason R. Carpenter