Intake & Leads
From enquiry to case
Capture enquiries from your website and a full online intake form, follow each lead through to a signed client, and turn it into a case without retyping a thing.
What you get
Why agencies use it
- No lost enquiries
- Less typing for your office staff
- A faster first response than other agencies
In detail
How it works
01
Website enquiries
Your contact form feeds straight in, with spam set aside automatically for you to check.
02
Online intake form
Prospective clients describe their case, add subjects and upload photos before you ever speak.
03
Lead pipeline
Track every lead from first contact through quote, agreement and deposit.
04
Send the intake link
Email a client the intake form in one click when you've spoken on the phone.
05
Convert to case
When the deposit lands, the lead becomes a case with everything already filled in.
06
Response times
See how long each lead has waited in each stage, so none go cold.
Get started
See it in action
Book a demo and we'll walk you through it with example cases, or register your agency to get started.