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The 5 Ways CASEpeer Streamlines Client Intake

Key takeaways

  • Lead Integrations

  • Texting with Prospective Clients

  • Intake Management Dashboard

  • Automated Task Workflows

  • Integrated E-Signature

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. Tune in to hear how to use CASEpeer’s user-friendly intake manager. If you're looking for a better legal platform to manage your practice, and you want to learn more about CASEpeer's intake features, this is the webinar for you. Tune in to hear how to use CASEpeer’s fully integrated intake management features to easily capture and convert your leads into clients.