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Appointment scheduling and confirmation emails
Client Intake and Lead Management
Client Intake and Lead Management
Client Intake and Lead Management
Appointment scheduling and confirmation emails
Client Intake and Lead Management
Assigning leads to attorneys or paralegals automatically
Client Intake and Lead Management
Automated lead follow-up with email/SMS reminders
Client Intake and Lead Management
Automated new client intake form processing
Client Intake and Lead Management
Client document upload and approval workflow
Client Intake and Lead Management
Collecting client e-signatures for engagement agreements
Client Intake and Lead Management
Conflict check automation between new clients and existing cases
Client Intake and Lead Management
Lead capture from website/contact forms to CRM
Client Intake and Lead Management
New inquiry email notifications to staff
Client Intake and Lead Management
Syncing client intake data with case management software
Industries
Education
Corporate
Professional Services
Agriculture
Recreation
Arts
Food & Beverage
Social Services
Government
Wholesale
Healthcare
Retail
Non-profit
Religious
Lead gen
Ecommerce
Use cases
FAQ
Contact
Get Started
Client Intake and Lead Management