Lead Management

Capture and convert leads with custom intake forms. Track prospects through your pipeline and grow your practice.

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Grow Your Practice with Better Intake

Custom Intake Forms

Create custom intake forms for your website. Capture the information you need to qualify leads before the first call.

  • Drag-and-drop form builder
  • Practice area specific templates
  • Conditional logic fields
  • Mobile-responsive forms

Lead Pipeline

Track leads through your conversion pipeline. See where prospects are and what actions are needed to convert them.

  • Visual pipeline stages
  • Lead scoring and qualification
  • Activity tracking
  • Conversion analytics

Fast Response

Respond to leads instantly with automated emails and notifications. Speed to response is critical for conversion.

  • Instant email notifications
  • Automated response emails
  • SMS notifications (optional)
  • Lead assignment routing

Intake Analytics

Understand your lead sources and conversion rates. Make data-driven decisions about marketing and intake processes.

  • Source tracking and attribution
  • Conversion rate analytics
  • Response time metrics
  • ROI by marketing channel

Convert More Leads into Clients

Professional intake that helps your practice grow

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