LeadPro: Transform Your Client Intake Process
LeadPro streamlines law firm client intake with branded, easy-to-embed intake forms on your website. Capture and convert leads effortlessly, ensuring your firm never misses an opportunity to onboard new clients.
LeadPro: Simplifying Client Onboarding
LeadPro makes client intake effortless for law firms with customizable, branded forms that seamlessly integrate into your website. Capture and convert leads smoothly, ensuring your firm never misses a chance to onboard new clients.
- Customize and create Client Intake Forms
- Efficiently manage leads
- Embed Web Inquiry Forms on your website
- Share Intake Forms through the client portal or email
- Track the status of Intakes and Web Inquiries directly from the Dashboard
- Detailed Lead Management Reporting
Intake boosted by Liradocs AI streamlines the creation of custom intake forms, ensuring you get the information you need.
- Upload and digitize existing forms in a click
- Create forms tailored to your needs and areas of law
- Included with LeadPro and MatterFlow
Easily create slick, professional-looking online intake forms that feed directly into Liradocs.
- Eliminate data entry
- Upload an existing form and let Liradocs AI convert it into an online form
- Let Liradocs AI generate a form based on area of law and state
- Manually create custom intake forms with an easy drag-and-drop interface
LeadPro provides three ways to share your custom intake forms with potential clients:
- Embed custom lead forms directly on your website to quickly capture client information
- Share intake forms via the Liradocs Client Portal to capture exact matter information
- Email your forms at any time to leads or for intake purposes
LeadPro offers dashboard widgets that provide a clear view of new enquiries and the status of each lead, helping you stay organized and proactive.
LeadPro’s intuitive dashboards provide real-time updates on every inquiry’s status, keeping you informed and ensuring a smooth, efficient intake process.
LeadPro’s advanced reporting tools offer valuable insights into client alignment, helping you refine strategies and make data-driven decisions for better outcomes.
Effortlessly transition leads into client matters with just a few clicks. Liradocs simplifies the process by eliminating redundant case entry—select the area of law, follow easy steps, and start working on the matter right away.
Proactively Address Potential Conflicts
Avoid client conflicts with Liradocs’ conflict check reporting. Cross-reference your database with the prospect's case information to ensure smooth client relationships. Store the report for future reference, keeping things streamlined and conflict-free.
Accurately Forecast Your Service Value
Liradocs’ automated time tracking software ensures you never miss a billable hour. Use Law Firm Insights to generate profitability reports, giving you the power to provide potential clients with accurate service estimates based on real data.
Seamless Tool Integration
Integrate effortlessly with your favorite tools
Expand your firm’s potential by integrating Liradocs with your favorite tools for seamless efficiency and scalability.
Frequently Asked Questions
All the answers you're looking for
If you're new or looking for answers to your questions, this guide will help you learn more about our services and their features.
LeadPro streamlines the client intake process by offering customizable intake forms that can be embedded on your website or shared through the client portal or email. This helps you capture potential clients’ information quickly and efficiently, reducing manual entry and making your intake process more organized.
Yes! LeadPro allows you to create and customize intake forms tailored to your firm’s needs and areas of law. You can manually design forms or use the drag-and-drop interface for an easy form creation process, and even upload existing forms for quick conversion into online forms.
LeadPro’s intuitive dashboard tracks the status of each lead in real-time, keeping you up to date with the latest inquiries. You can view the status of intakes, manage new and ongoing leads, and access lead management reports to track your progress and identify the best opportunities.
Yes! LeadPro features advanced conflict check reporting, ensuring that you don’t take on clients that may present conflicts with your existing cases. The system cross-references your database with the prospect’s information and stores the report for future reference, guaranteeing a smoother client relationship.
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