Keep track of what's happening with your leads
The MyCase Lead Status Board allows you to track a lead from Prospect to Client - ensuring that no opportunities slip through the cracks. As leads advance from one stage to the next, every touchpoint is recorded for reference. Plus, staff can be assigned to-dos, reminders, and even consultation appointments.
- Lead Status Board
- Staff To Do's per Lead
- Customizable Stages
Fully understand your lead pipeline - end to end
MyCase gives you clear optics into your firm's top referral sources, your entire touchpoint history with your leads, and ultimately what's converting them into cases. Armed with this information, you're able to focus your efforts on promoting steady growth in your business over time.
- Analytics Dashboard
Eliminate duplicate data entry with one solution
MyCase eliminates busy work by tracking lead, client and case information in a single solution - no moving data between multiple systems. With our customizable Intake Forms and eSignature for Retainer Agreements, MyCase makes the process of collecting information and signatures from prospective clients simple and seamless from start to finish.
- Intake Forms
- eSignature for Retainer Agreements
Did you know MyCase also offers professionally designed websites? Click here to learn more. (Additional fees apply.)