Never lose track of another lead with our intake management tools. Our new client window helps collect all important details from accident type, to referral source, to an injury checklist. Prioritize follow-ups and effectively evaluate high value leads.
From the initial intake until a client is retained, CASEpeer provides your law firm with the tools to track and convert potential leads.
The intake management screen helps your attorneys proactively stay on top of leads. We make it easy to transition a lead to a retained lead. Get your new client intake process on track with CASEpeer’s suite of dedicated features.
CASEpeer’s new client window gives you the freedom to include as much or as little information as you want for each new lead. Collect all the data necessary for your firm to properly evaluate the case.
The intake form covers everything including case type, date of incident, lead contact details, referral source, incident address, and an injury checklist. CASEpeer helps establish better intake habits, leaving no lead overlooked.