Transform Prospects to Profits
Cloud-based CRM and
Intake Management for Law Firms
Intake Management for Law Firms
- Manage and cultivate leads
- Automate intake
- Track referrals
- Retain more clients
Identify and cultivate high-value prospects
Automatically track where your leads are coming from
Organize leads
by source, practice area and potential revenue
Convert leads to Matters in Zola Suite with a single click
Streamline leads that come directly from your law firm website contact forms
Generate meaningful metrics to guide your practice
Streamline Intake from
Initial Contact to Retention
1
Prospect submits contact inquiry on firm’s website.
2
Lead is automatically created on Zola CRM.
3
Securely share intake forms
with leads.
4
Use Zola CRM’s document automation to generate retainer agreements and other common documents.
5
Use built-in email to efficiently communicate with prospects. Get critical documents signed with integrated e-signature.
6
Convert to a Matter
with a single click.
