CRM & automation
Make speed-to-lead automatic.
We connect every lead source to your CRM, route new claimants to the right person instantly and set up follow-up that runs whether or not someone remembers.
Most lost cases are lost in the handoff
Leads that sit in an inbox, get assigned to nobody or receive a single call attempt are the quiet reason sign rates stall. Automation fixes the boring parts so your intake team can focus on conversations.
We map your current process, then build routing, alerts, text and email sequences and dashboards inside the tools you already pay for.
Typical build
- Lead source integration and de-duplication
- Round-robin or rules-based assignment
- Instant SMS and push alerts to intake
- Multi-touch call, text and email follow-up
- Consent records stored with each contact
- Dashboards for time-to-contact and sign rate
Process
How we work
- 1
Audit
We trace a lead from form to signed case and find where it stalls.
- 2
Design
Routing rules, cadences and alerts agreed with your intake manager.
- 3
Build & test
Automations configured in your CRM and tested end to end.
- 4
Train & tune
Your team is trained, and we refine cadences based on results.
They connected everything to Filevine and set up our follow-up texts in about a week. Our team gets an alert the second a lead lands, and nothing sits in an inbox anymore.
01Which CRMs do you support?
Filevine, Litify, Lawmatics, Clio Grow, Salesforce, HubSpot, GoHighLevel and most systems with an API or webhook.
02Do we need to switch CRMs?
No. We build inside your current system unless it genuinely can't support what you need.
03Is texting compliant?
Sequences are built around consent records and opt-out handling. Your counsel should review messaging.
Deliver leads into Filevine, Litify, Lawmatics, Clio Grow and more.
Learn more Service24/7 intake supportTrained intake specialists answering and screening your inbound calls around the clock.
Learn more ArticleSpeed to Lead: Why the First Five Minutes Decide Your MVA Sign RateAccident claimants cool off fast. A practical playbook for personal-injury intake teams to answer new MVA leads in minutes, not hours — and sign more of them.
Learn moreRun your numbers, then run with them
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