Intake and Lead Tracking

Filevine’s Intake and Lead Tracking solution, powered by Lead Docket, is designed to help legal teams capture, manage, and convert leads more efficiently. It streamlines the client intake process, enhances marketing performance, and boosts ROI through automation, AI, and customizable workflows.

Features

• AI-Enhanced Intake: Uses LeadsAI for lead summarization, sentiment analysis, and timeline insights to help prioritize and convert leads faster.
• Custom Intake Forms: Create and share online forms tailored to your firm’s needs.
• Automated Workflows: Automate follow-ups, data entry, and task assignments to reduce overhead and improve efficiency.
• Online Payments: Secure system for collecting retainers and consultation fees via credit card or ACH.
• Lead Tracking: Monitor every lead from source to conversion with real-time updates.
• Marketing Attribution: Identify which marketing channels deliver the highest ROI.
• Referral Management: Automate referral fee tracking and partner communications.
• Document Automation: Generate and manage intake documents with e-signature support.
• SMS & Email Automation: Engage leads with personalized, automated messages to ensure timely follow-up.

Capabilities

• Centralized Lead Management: Capture leads from all sources in one platform, eliminating the need for manual tracking.
• Lead Scoring & Prioritization: Assign values to leads based on urgency, potential case value, and conversion likelihood.
• Marketing Funnel Insights: Track performance across the entire client lifecycle—from initial contact to final resolution.
• Cloud-Based CRM Integration: Manage contacts, email lists, and referral partners in a secure cloud environment.
• Conversion Analytics: Report on lead volume, conversion rates, revenue, and fees to optimize intake strategies.
• Seamless Case Transition: Move lead data into Filevine’s case management system without friction.

Benefits

• Higher Conversion Rates: Turn more leads into clients with intelligent automation and AI insights.
• Improved Client Experience: Offer a contactless, streamlined intake process that’s fast and user-friendly.
• Reduced Overhead: Save time and resources by automating repetitive tasks and communications.
• Better Marketing ROI: Focus your budget on the most effective channels with detailed attribution data.
• Scalable Operations: Handle more leads and clients without increasing staff or complexity.
• Enhanced Collaboration: Keep your team aligned with shared workflows and centralized data access.