Case Management

5 Ways CASEpeer Streamlines Client Intake

As time-consuming as the intake process can be, the way you manage your intake can be the determining factor in driving leads and retaining clients. After all, you miss out on 100% of the leads you don't follow up with.

CASEpeer Team
Jun 2, 2022

As time-consuming as the intake process can be, the way you manage your intake can be the determining factor in driving leads and retaining clients. After all, you miss out on 100% of the leads you don't follow up with.

In this webinar, we review five different ways CASEpeer streamlines the client intake process. CASEpeer CEO & Co-Founder, Gabriela Cubeiro, covers five CASEpeer features that will improve your intake practices:

  • Lead Integrations
  • Texting with Prospective Clients
  • Intake Management Dashboard
  • Automated Task Workflows
  • Integrated E-Signature

Whether you're looking for a better legal platform to manage your practice or want to learn more about CASEpeer's intake features, this is the webinar for you. Learn how CASEpeer helps you nurture your clients from intake to settlement to create a top-tier client experience and maximize productivity. 

 

 

Ready to see CASEpeer for yourself? Speak with an expert to learn more.

 
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