Intake123 – Customer Relationship Management Software

While there are a lot of choices for legal practice management software, there are far fewer for client intake and customer relationship management (CRM). Attorneys should track people from the moment of initial contact to the signed retainer. Intake software allows attorneys to systematize that process with standardized forms and other tools. Intake/CRM software helps attorneys measure the success of their marketing efforts by being able to see what types of lead generation or marketing campaigns lead to the greatest number of retained clients. Intake123 offers a broad range of standardized forms and ways to track clients through the sign-up process.

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