Intake & LeadsLaw Firms● Running at real firms now
Lead Packet Builder
Assembles everything known about a new lead — transcript, forms, history — into one packet with the decision buttons right there.
How you get it
Included with partnership
Partners don't buy these one at a time — a partnership includes the library.
The problem
Deciding on a new lead means hunting through calls, forms, and notes scattered across systems.
What it does
✦Assembles everything known about a new lead — call transcript, form answers, prior history — into one packet
✦Delivers it to the attorney with the accept / decline / refer buttons right there
✦One look, one click, decision made
What it replaces
Twenty minutes of digging per lead.
Is it real?
Building real lead packets at a law firm today.
Want to see how this fits your business?