Products | Intake

Convert Qualified Leads into Clients

Litify Intakes removes the guesswork from your firm’s intake process, so you never have to wonder whether valuable clients are slipping through the cracks in your screening. Use our intelligent questionnaires to gather the key information your attorneys need, and set qualification criteria that helps you sign up high-quality leads faster. Once a lead becomes a client, you can track your interaction history as well as upcoming important events. You can even schedule and make client phone calls directly from the Litify app.

Client Information

Your client information is invaluable. Creating a new client is a simple, quick process that allows you to securely store all of the relevant client demographic data alongside important data for your firm. Whether it’s the source that you received the client from or the history of your interactions with the client, all relevant client information is accurately stored and can be accessed remotely on any device, at any time, by any team member. Set up meeting, phone calls, and much more right from the client’s profile.

“DICE” – Litify’s Native Dialer Solution

Deciding which clients to call and when can be an error-prone task as leads begin to build up. DICE (Dynamic Intake Calling Environment) provides the ability to build automated lists that present the correct person to call at the correct time, so you never miss an important call to a client. Intake agents simply login and DICE serves up the next appropriate lead for them to call. A record of the call is automatically added to the client’s profile.

Questionnaires

A firm’s intake questionnaires drive the entire intake process. Our intelligent questionnaires allow you to dictate a consistent, mistake-free screening process that provides the answers you need about potential leads.

Your intake team will be guided down a custom path that directs them to the relevant questions for each individual case, ensuring that your attorneys have all the necessary information and that your clients have a professional first contact with the firm.

Case Qualification

Not all leads are created equal. Some prove to be high-value cases, while others do not. Identifying value early in the intake process allows you to focus your firm resources on cases that will provide the best return on investment.

Setting criteria for which cases to accept will ultimately determine the quality of the cases your firm will sign. Our case qualifying engine allows you to ensure that your firm’s case criteria are followed each and every time. Once a client passes the screening process they can be signed instantaneously via mobile device or any other channel.

Send & Receive Referrals

Join the vibrant Litify network and begin receiving referrals immediately to augment your existing business. Interact with your incoming referrals right from your email and mobile device, saving you time on every referral and providing the ability to react quickly and sign your new client.

Create a new referral in seconds using the Litify web or mobile app. Litify’s predictive engine allows you to make data driven decisions to select the perfect firm for your case, and send the referral to them with a single click.

Join Referrals

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