Client Intake & Marketing. Together at last.
ClearIntake® lets you qualify, sign, and assign new clients in minutes while tracking each dollar spent across every campaign. Real-time analytics help you boost team performance and reduce Cost per Lead.
Benefits
Built for larger law or lead generation firms.
Easily integrates with call center, messaging and e-signature platforms.
Tracks real-time Cost per Lead for every campaign.
Qualify, onboard, and sign clients in minutes!
Core Functionality
Intake & Call Center Operations
Marketing Campaign Management
Workflow & Automation
Budget vs. Actual Analysis
Insights
Integrations
