First Look: Intake123

While there are a lot of choices for legal practice management software, there are far fewer for client intake and customer relationship management (CRM). That’s unfortunate, because attorneys, like any other client-focused profession, need to be able to track people from the moment of initial contact to the signed retainer. Intake software should allow attorneys to systematize that process with standardized forms and other tools. Additionally, good intake/CRM software should also help 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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