Weavelyn Intake
byWeavelyn
Weavelyn Intake is a client intake software designed for solo and small law firms to streamline the process of collecting client details, routing intakes to the appropriate attorney, tracking the intake pipeline, and converting leads into signed clients efficiently.
Features
- Customizable intake forms with conditional logic and required fields
- Pre-built form templates for various practice areas
- Automatic routing rules to assign intakes based on practice area or availability
- Pipeline tracking to monitor prospect status
- Notifications and SLA alerts for new submissions and assignments
- Notes and activity timeline for internal collaboration
- Team management with role-based access
Categories
Product Details
- Pricing
- Subscription
- Deployment
- Cloud
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