Join our
beta program
Join our
beta program
Capturing new leads and converting them to cases harder than ever today. In a competitive market maintaining an effective sales pipeline can feel like an uphill battle.
No more scattered records—our system collects all data from calls, emails, texts, and forms, giving your team a single, organized view of every potential client’s information.
You’ll always know where each potential client stands. Choose manual or automatic status updates and set follow-up messages to ensure no lead slips through the cracks.
You’ll always know where each potential client stands. Choose manual or automatic status updates and set follow-up messages to ensure no lead slips through the cracks.
Automatically send intake information to your case management software and connect to e-signing tools for a seamless transition from intake to active client. Analytics let you track your process and find new opportunities to improve.
Our AI call summaries capture important details from client conversations without manual notetaking, making follow-ups easier and giving you valuable insights into your intake process. This ensures you’re not only gathering key client information but continuously learning and improving your sales strategy.
Our AI call summaries capture important details from client conversations without manual notetaking, making follow-ups easier and giving you valuable insights into your intake process. This ensures you’re not only gathering key client information but continuously learning and improving your sales strategy.
Join our beta program today and learn how we can tailor intake automation to your firm's unique process and help you convert more clients.