LeadPro Client Intake & Lead Management
Turn more leads into clients
Stand out online and effortlessly turn more leads into clients. LeadPro, Smokeball’s lead management and legal client Intake software solution, captures, organizes and tracks leads so you never miss an opportunity. When you’re ready, onboard prospects with ease, providing a smooth experience they’ll remember. Because potential clients are cool, but actual clients are even cooler!
A Smarter Way to Boost Your Legal Client Intake
Lead generation and management are a real challenge — especially when you’re unsure if a potential client is a good fit for your firm. Smokeball lead management software for law firms removes the guesswork by:
Revealing which tactics convert more potential clients to inform your ads and marketing team
Showing which prospective clients and case types offer the most value
Helping you stay on top of lead communication, providing a superior experience
Quickly identify qualified and unqualified leads
Avoid conflicts of interest and estimate the value of your work
Build workflows and assign to-dos for a smooth client intake process
Transition contact information to a client matter with ease and maintain accuracy
Create a great first impression with lead management
Smokeball’s client intake software saves time on paperwork and gives prospects a great client experience.
All the details you need, all in one place
Your lead relationship starts here. Add contacts and parties just as you would for an existing client. Now you can automatically schedule events, create tasks or next steps, and automate letters and documents.
Clearly differentiate from active clients
While Smokeball client intake software helps you treat prospects like clients, they haven’t signed with your firm — yet! Our lead management software clearly separates your leads from existing clients to guide communication and avoid confusion.
Pair your prospects with a member of your firm
Lead management requires a human touch. Assign each step of the nurture process to team members using Smokeball Legal Tasks + Workflows. Following up with prospects is automatically added to their to-do list.
Stay on top of your prospect pipeline
Track your new business with our legal lead management software and focus on the prospects that best fit your practice.
Use historical data to market to your ideal clients
Turn your wins into more wins with Smokeball Firm Insights. View your won and lost client data in comprehensive reports to see which lead generation channels are working and which client types are most likely to close.
Build pro-grade marketing efforts
Connect with clients directly in their inboxes. Smokeball’s email marketing integrations help you generate business with client newsletters, email campaigns and notifications, branded to your firm.
Easily convert leads into client matters
Breeze through your intake process and get down to business with your new clients.
Move lead into a client matter with a few clicks
It’s time for your prospect to become a client! Thanks to Smokeball client intake software, there’s no need to re-enter case details to make the switch. Just select the correct area of law and with a couple of quick steps, you’re ready to go.
Avoid conflicts of interest
Stop conflicts before they start. Smokeball’s conflict check reporting compares your existing client database against a prospect’s case details to ensure you’re in the clear. Save the report to your related lead or matter for future reference.
Estimate the value of your work
Smokeball’s automatic time tracking software captures every hour your firm bills. Our Law Firm Insights crunch those numbers into profitability reports by client type or matter type. So when a potential client finds your firm, you can easily project how much you’ll charge.
How Smokeball’s Legal Client Intake Process Works
Smokeball legal intake software turns leads into clients with ease, whether or not you used our lead management software for nurture.
Lead Management and Client intake process with LeadPro
Create a custom lead form for your website
Easily contact and manage automatically updated lead lists
Use the dashboard to track new leads, contacted leads, and leads to follow up in real time
Choose the area of law that matches your client
Create and customize client intake forms or save time using one of our automated forms
Share Intake Forms via the client portal or email
Convert their file to a matter with a few quick clicks! Because Smokeball client intake software separates your leads from your clients, there’s no need to worry about confusion
Creating new client matters without a lead
As you configure your firm’s Smokeball client intake software, set up matter type templates that match your most common client types
Add matter type templates to your favorites list for easy access
When it’s time to onboard a new client, select the right matter type
Enter the client’s details
You’re ready to go!
We can communicate with our client giving them what they called for without delay. We have had other firms ask what we use as they were impressed with our detailed fast response.
Why Choose Smokeball Lead Management Software for Your Law Firm?
We're the best in the market.
Smokeball sits atop G2’s rankings of the best practice management software on the market. Firms like yours love our attorney intake software and award-winning client support.
Capture all your work automatically
No matter how you bill, Smokeball’s lead management software helps you make more money. Law firms using Smokeball’s automatic time tracking see an average 34% profitability boost!
Billing features that work for your firm
Automatically create professional invoices based on your activity within each matter. Smokeball lead management software also integrates with LawPay credit card processing so you get paid faster.
Our platform works where you do
Our lead management software is installed locally on your computer and backed up by cloud-based storage. Complete casework, invoice clients and collect payments from anywhere.
You’re supported by our dedicated team of experts
More than 50% of our staff are experienced lawyers and legal professionals. From Day 1 to Day 1,000 and beyond, your team benefits from our personalized support.
Explore More Features to Boost Your Practice!
Legal billing software
Automated, streamlined accounting tools help you securely bill and collect, faster than ever before.
Automated legal form library
Smokeball comes preloaded with more than 20,000 automated legal forms across all areas of law.
Legal case management
Ditch the paper files and Run Your Best Firm. Everything you enter in Smokeball is saved to the related matter.
Legal document automation
Click, click, done. Boost your accuracy by automatically pulling matter details directly into the correct form with our advanced Microsoft Word integration.
Ready to Boost Your Law Practice With Client Intake Software?
Automatic time tracking lets you bill more accurately with a fraction of the effort.
Seamless integrations with Microsoft Word and Outlook
Our prebuilt library of 20,000+ legal forms
Identify business opportunities through powerful insights and reporting
Build a healthier, more profitable business every time you use our case management software.