Streamline Your Client Intake and Lead Management Process

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 prospects to inform your ads and marketing

• Showing which clients and case types offer the most value

• Helping you stay on top of lead communication, providing a superior experience

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:

• 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

Client intake software that lets you spend less time taking notes, and more time giving 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.

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.