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
Syncing your law practice solution with a separate lead management software can result in a lot of redundant data entry. With MyCase, you're able to eliminate the busy work by tracking leads and cases in a single tool. Our customizable Intake Forms make it quick and convenient to collect all the data your firm needs directly from clients - no duplicate data entry necessary.
- Intake Forms
Did you know MyCase also offers professionally designed websites? Click here to learn more. (Additional fees apply.)