MyCase Client Intake and Lead Management software helps law firms streamline their lead management and client intake processes. It allows you to create custom online intake forms with conditional logic, collect eSignatures, track and nurture leads using a built-in CRM, and deliver a client-centric experience—all in one platform. The software provides tools to track leads and conversion by practice area and marketing channel, gather lead information through dynamic online lead forms, send automated follow-ups, and book consultations with qualified leads. It also offers pre-built onboarding templates, customizable questions, and custom branding options for intake forms. With MyCase, you can add digital signature fields to documents and forms, send automated reminders to clients to sign, and collect consultation and retainer fees faster with online payments and automated payment reminders. MyCase aims to help law firms grow by tracking, managing, and converting prospective clients more efficiently.

Features:

• Lead Management: Track, nurture, and close leads using native, built-in CRM.
• Intake Forms: Onboard clients 4x faster with Online Intake questionnaires.
• E-Signature: Make it easy for clients to sign documents electronically.
• Fee Management: Collect consultation and retainer fees faster.

Lead Management Software Track leads and conversion by practice area and marketing channel.

• Lead Management. Track leads and conversion by practice area and marketing channel.
• Dynamic Online Lead Forms. Gather lead information through custom forms. Let leads reach you online with forms that change questions based on responses.
• Follow Up. Send follow-ups automatically via use online lead forms to qualify leads. Pre-built templates, or create your own.
• Consultations. Book consultations with qualified leads with a single click. Send appointment reminders.

Collect Payment Online and Automate Payment Reminders Pre-Built Onboarding Templates. Quickly capture client and case details. Customizable for your practice.

• Pre-Built Onboarding Templates. Quickly capture client and case details. Customizable for your practice.
• Custom Questions. Customize intake by case type. For example, adjust details for insurance cases.
• Dynamic Client Intake Forms. Personalize client onboarding with forms that change reactively as a client fills them out.
• Custom Branding. Change styling and colors to match your firm brand. Works across mobile and desktop.

Streamline Onboarding E-Signature. Add digital signature fields to documents and forms. Let clients sign, date, and initial via any device.

• E-Signature. Add digital signature fields to documents and forms. Let clients sign, date, and initial via any device.
• Text Reminders. Send automated reminders to clients to sign via email and text.

Collect Payment Online and Automate Payment Reminders Online Payments. Add payment links to your website, or generate invoices for new clients and send via text or email.

• Online Payments. Add payment links to your website, or generate invoices for new clients and send via text or email.
• Text Reminders. Send automated reminders to clients to sign via email and text.