Legal client intake and lead management software

Streamline Lead Management
& Client Intake

Create custom online intake forms with conditional logic.
Collect eSignatures, track and manage leads, and deliver a client-centric experience—all in one platform.

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SIMPLIFY THE LEAD MANAGEMENT TO CLIENT INTAKE PROCESS

Lead Management

Track, nurture, and close leads using native, built-in CRM.

Lead Management Software

  • 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.

Intake Forms

Speed up the onboarding process with Online Intake questionnaires.

Create Custom Online Intake Forms

  • 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.

E-Signature

Make it easy for clients to sign documents electronically.

Streamline Onboarding

  • 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.

Fee Management

Collect consultation and retainer fees faster.

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.
  • Invoice Reminders. Keep payments on track with automated reminders. Sync with QuickBooks.

Scale Your Firm with Lead Management Software

2024 Legal Industry Trends Report

See how firms are using tech to streamline operations and boost revenue. Based on insights from 2,600+ legal professionals.

  • AI. Using AI to streamline marketing, document drafting, trial prep, and 28+ other common tasks.
  • Time Tracking. 3 trending time tracking methods. Tools for discovering hidden billable hours.
  • Payments. Streamlining billing while getting paid faster. Payment methods that increase collections.

Lead Management Software FAQs

What is lead management software?

Lead management software for law firms allows you to easily track leads through your pipeline while qualifying, analyzing, and nurturing them to help convert them into paying clients. In addition, with lead management software, you can increase profitability to move prospects through your pipeline and understand where your leads come from.

Lead management systems consist of client intake forms, client relationship management (CRM) software, and various tools, such as your website, to attract, vet, and convert leads into paying clients.

Lead management software for law firms is proven to simplify many internal processes, including client intake, obtaining signatures, generating documents, and tracking prospects through the pipeline. With a robust lead management system, lawyers can track clients and collect essential data to help them identify clients who are a good fit for their services. In addition, lead intake forms can help streamline communication.

The main goal of lead tracking software is to help you nurture and convert leads by understanding data. With this software, you can learn about leads added, contacted, scheduled, and those pending agreements and fees all in one place.

MyCase is a premium provider of lead management software, offering several tools to help you grow your law firm by tracking, managing, and converting prospective clients. MyCase lead tracking and management software provides the following features:

  • Client intake forms for law firm websites to collect valuable information about clients before you start their case.
  • eSignature to make preparing and signing agreements easier for lawyers and clients.
  • Legal CRM to increase profitability by moving prospects and active clients through your pipeline.

Lawyers use leads tracking software to acquire and convert leads more efficiently. With law firm lead intake software, CRM, and other lead management tools, you can acquire quality leads and track them in one place, allowing you to manage your leads in a systematic and structured way to increase conversions.

With lead management software, you can communicate with prospects no matter where they are in the pipeline while tracking your most common referral sources to learn about your most effective marketing campaigns. With lead management software for law firms, you can stay organized as you track and follow up with leads, save time through automation, and save money by identifying the highest-performing marketing channels.

The cost of lead management software for law firms varies depending on your needs and number of users. However, on average, you can expect to pay anywhere from $49 to $119 per month for a small law firm. MyCase is an affordable lead management software with multiple pricing tiers. Our Client Intake Forms, Workflows, and Unlimited eSignature are available with our Pro and Advanced plans.

MyCase is a robust case management software for lawyers, offering client communication, billing, and more. A few of our most popular products include the following: 

  • Case Management: Use calendaring, workflows, and case analytics to manage your cases easily. With Case Management solutions, you can track documents, deadlines, tasks, and client communications in one place.
  • Document Automation: Document automation allows you to use templates to quickly and accurately complete legal documents of all kinds and reduce errors. 
  • Billing & Payments: Create invoices, track billable hours, and receive payments directly from clients with legal billing software that allows you to manage your firm finances easily. 
  • Client Communications: Make collaborating with clients easier with an all-in-one solution to respond to messages, use text messaging, and track responses and inquiries.

Related Resources

Murphy Jones Law Increases Retention Rate and Client Base With MyCase and LawPay

The client intake process benefits law firms and clients alike, pairing legal needs with the right firm.

Client Intake Process: What It is and Tools to Convert

Grow Your Caseload With Lead Tracking

Streamline Legal Client Intake
and Lead Management

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