Captorra

Case intake and lead management solution for law firms

4.5 /5 (15 reviews) Write a Review!

Captorra Overview

What is Captorra?

Captorra is a case intake and lead management solution designed to assist law firms specialising in personal injury and mass tort, as well as bankruptcy, criminal defence, and immigration. Captorra offers users tools for lead conversion and client sign ups including intake scripts, process automations, eSignature capabilities, management of physical signup packages, referral management, email marketing, marketing analysis, and reporting.

Captorra allows users to create an unlimited number of call scripts, as well as offering a selection of ‘best practice’ scripts, which run a logical set of questions for each caller, with questions either being hidden or surfaced based on previous answers. All data received is automatically associated with the new intake, and users can set an unlimited number of custom fields to suit the data they wish to collect. Based on this information, suggested dialogs are given for the most appropriate course of action, whether that is to take on or turn down the case. In the case of turn-downs, Captorra automates the process using customizable email templates and merging contact details into turn down letters.

Captorra integrates into users’ website lead generation systems, as well as after hours call centers and third party lead providers, and automatically imports leads into the system without the need for manual entry of details. Leads can be segmented into different mailing lists for email marketing, such as newsletters, and drip campaigns targeting leads when initial outreach has been unsuccessful.

Captorra’s integrated eSignature capabilities enables the immediate signup of clients through their computer, tablet, or smartphone. For situations where eSignature is unavailable or a physical signature is required, Captorra automatically assembles physical signup packages with merged client details to be mailed out. Signup packages can then be managed from assembly to mailing, and return, with follow-ups for unreturned packages. Captorra also manages documents associated with clients and their cases, including engagement letters, contracts, and medical records.

Captorra Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Value for money

Pricing information is available on inquiry.


Captorra Features

Devices
Business size
S M L
Markets
United States
Supported Languages
English

Media

Users can view active cases separated by agent in Captorra
Captorra includes customizable email templates for use in the turn-down automation process
Captorra includes marketing analysis and reporting capabilities
Case-specific questionnaires in Captorra hide or surface questions based on previous answers
Captorra automates follow-ups of new leads if initial contact attempts are unsuccessful
Captorra includes best practice scripts for multiple case types, and users can set up an unlimited number of scripts
Users can manage physical signup packages with Captorra, updating statuses as packages are sent or returned
Captorra video Captorra screenshot: Users can view active cases separated by agent in Captorra Captorra screenshot: Captorra includes customizable email templates for use in the turn-down automation process Captorra screenshot: Captorra includes marketing analysis and reporting capabilities Captorra screenshot: Case-specific questionnaires in Captorra hide or surface questions based on previous answers Captorra screenshot: Captorra automates follow-ups of new leads if initial contact attempts are unsuccessful Captorra screenshot: Captorra includes best practice scripts for multiple case types, and users can set up an unlimited number of scripts Captorra screenshot: Users can manage physical signup packages with Captorra, updating statuses as packages are sent or returned

Captorra Reviews

Captorra Reviews

Overall rating
4.5
/
5
Excellent
12

Very good
1

Average
0

Poor
1

Terrible
1

Value for Money
3.7
Features
4
Ease of Use
4.6
Customer Support
4.7
87% recommended this app
Jake G.

Glen Lerner Injury Attorneys LOVES Captorra!

PROS:
Accountability - Intake and Lead tracking is never easier. All users entries are easily documented and tracked. Entries are date and time stamped, with a very robust AUDIT function on each documented lead or intake.
Automation - Certain functions that allow for automation are fantastic. Welcome Letters, Client Information Packages -- all able to be customized to your Firm's specific needs, OR doesn't need to be utilized at all.
Compatibility - Works very well with other CRM software - Client Profiles in particular.
Web-Based Software - Accessibility for your employees is very high. Have an iPad? Smartphone? Tablet? As long as you have a device with access to the Internet, you have access to Captorra. Simply open any web-browser, go to the specific Captorra URL, and Log-in!

CONS:
- While accessible via mobile device, it does not yet have a Mobile App.
- Monthly cost of License.

EXPERIENCE: We at GLEN LERNER INJURY ATTORNEYS have had a wonderful experience working to bring Captorra to our Firm. We believe that the use of this software, particularly in a company that is experiencing growth like ours, has not only increased the effectiveness of our Intake Department; but has also influenced greatly our ability to teach using the analytics collected during the intake process. Information is the new Gold, and this software will give you your moneys' worth.
- Want to know who your superstars in your organization are with Clients?
- Want to know (if appropriately collected) what advertising you use is most effective?
The information you collect is all on the Front Line of your business: from the Clients themselves. How you analyze and utilize that information is up to you and your business.

ADDITIONALLY: The people at Captorra really care. They are trying to bring innovation to the Legal industry, and I believe they will not stop with just Captorra. Even the CONS we have listed are being addressed, and probably won't be in the Cons list much longer. They are open and willing to listen to your needs and concerns, and will help you find a solution that best fits your Firm.


Stephanie J.

Expensive and doesn't do everything they promised

We were very excited about Captorra. The concept was exactly what we needed. However after using it for a year now, our employees are still frustrated by it. They want you to buy licenses for each user, which are expensive, so then the rest of our staff doesn't have access to the system if in a pinch and an intake person isn't available. Plus the training needed is extensive, so it's not worth the time of training all of your employees on it. The concept is great and I really wanted it to work, but it just doesn't deliver. The reports are wonky and they don't have the basic reports ready for you that any firm would need. You have to meet with them to request each report and customize it. They preach that the reporting part of it is what makes it the best solution, but then they don't provide the reports out of the box.


Eric F.

Excellent company and people at the company. Expensive but helpful

Organized lead management and follow up


Jacqueline W.

Great software


Thomas M.
Industry: Legal Services
Company size: 11-50 Employees

Rating only

Reviewed on 2/26/2019
Review Source: GetApp
Jake G.

Glen Lerner Injury Attorneys LOVES Captorra!

Reviewed on 9/1/2015
Review Source: Capterra

PROS:
Accountability - Intake and Lead tracking is never easier. All users entries are easily documented and tracked. Entries are date and time stamped, with a very robust AUDIT function on each documented lead or intake.
Automation - Certain functions that allow for automation are fantastic. Welcome Letters, Client Information Packages -- all able to be customized to your Firm's specific needs, OR doesn't need to be utilized at all.
Compatibility - Works very well with other CRM software - Client Profiles in particular.
Web-Based Software - Accessibility for your employees is very high. Have an iPad? Smartphone? Tablet? As long as you have a device with access to the Internet, you have access to Captorra. Simply open any web-browser, go to the specific Captorra URL, and Log-in!

CONS:
- While accessible via mobile device, it does not yet have a Mobile App.
- Monthly cost of License.

EXPERIENCE: We at GLEN LERNER INJURY ATTORNEYS have had a wonderful experience working to bring Captorra to our Firm. We believe that the use of this software, particularly in a company that is experiencing growth like ours, has not only increased the effectiveness of our Intake Department; but has also influenced greatly our ability to teach using the analytics collected during the intake process. Information is the new Gold, and this software will give you your moneys' worth.
- Want to know who your superstars in your organization are with Clients?
- Want to know (if appropriately collected) what advertising you use is most effective?
The information you collect is all on the Front Line of your business: from the Clients themselves. How you analyze and utilize that information is up to you and your business.

ADDITIONALLY: The people at Captorra really care. They are trying to bring innovation to the Legal industry, and I believe they will not stop with just Captorra. Even the CONS we have listed are being addressed, and probably won't be in the Cons list much longer. They are open and willing to listen to your needs and concerns, and will help you find a solution that best fits your Firm.

Rating breakdown

Ease of Use
Customer Support

Stephanie J.
Industry: Law Practice
Company size: 11-50 Employees

Expensive and doesn't do everything they promised

Used Weekly for 6-12 months
Reviewed on 10/2/2019
Review Source: Capterra

We were very excited about Captorra. The concept was exactly what we needed. However after using it for a year now, our employees are still frustrated by it. They want you to buy licenses for each user, which are expensive, so then the rest of our staff doesn't have access to the system if in a pinch and an intake person isn't available. Plus the training needed is extensive, so it's not worth the time of training all of your employees on it. The concept is great and I really wanted it to work, but it just doesn't deliver. The reports are wonky and they don't have the basic reports ready for you that any firm would need. You have to meet with them to request each report and customize it. They preach that the reporting part of it is what makes it the best solution, but then they don't provide the reports out of the box.

Pros

Docusign
Texting directly from the intake screen.
Tracking intakes.

Cons

Creates duplicate parties in our case management system (when existing clients have a new case).
Supposedly integrates with our CM system (Needles), but it's just a data dump. Much time is spent copying and pasting the data into the correct fields each time an intake is converted to a case.
Ease of use - too much training needed to be able to use it.
Reports aren't easy and have bugs. I don't even look at them much anymore due to the time it takes and data not always being accurate, or graphs being blank.
Cost - for what you actually get and all of the time it was supposed to save, but doesn't.

Response from Captorra

Hi Stephanie. We sincerely appreciate your feedback. We are sorry to hear of your frustrations with the system as we have made a very conscious effort to get your group to utilize the application in the most advantageous way like our other clients. Please always know that we are here to assist in any way we can to improve your experience.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 3.0/10

Eric F.
Industry: Legal Services
Company size: 11-50 Employees

Excellent company and people at the company. Expensive but helpful

Used Daily for 1-5 months
Reviewed on 6/8/2017
Review Source: Capterra

Organized lead management and follow up

Pros

It's an easy to use product for our intake team. very good logistics and well thought out. For law firms, it's a far superior choice than developing your own or trying to configure Salesforce

Cons

I don't like that it's built on Microsoft Dynamics - not my favorite platform. There are some basic tech functions that could be better, however for a high volume legal firm it's probably the best stuff out there.

Response from Captorra

Thank you for the kind review and positive feedback Eric!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Jacqueline W.
Industry: Government Administration
Company size: 11-50 Employees

Great software

Used Daily for 6-12 months
Reviewed on 4/23/2019
Review Source: Capterra

Pros

easy use user friendly clear and functions well

Cons

wish all my software was so nice very user friendly

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
8/10
Based on 15 user ratings
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Captorra Pricing

Captorra Pricing

Starting from
N/A
Free Trial
Value for money

Pricing information is available on inquiry.

Pricing information is available on inquiry.

Value for Money
3.7/5
Based on 15 user ratings
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Captorra Features

Captorra Features

API
Activity Dashboard
Automatic Notifications
Billing & Invoicing
Calendar Management
Case Management
Client Management
Client Portal
Collaboration Tools
Contact Management
Document Automation
Document Management
Document Storage
Expense Tracking
Invoice Management
Reminders
Reporting & Statistics
Search Functionality
Task Management
Third Party Integration
Workflow Management
Features
4/5
Based on 15 user ratings
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Categories

Additional information for Captorra

Additional information for Captorra

Key features of Captorra

  • Automated workflows
  • Call-specific questionnaires
  • Customizable dashboards
  • Customizable email templates
  • Document assembly
  • Document management
  • Drip campaigns
  • Electronic signature integrations
  • Email marketing
  • Lead follow-up automation
  • Marketing analytics
  • Marketing list creation
  • Referral management
  • Reporting
  • Signup package management
  • Status tracking
  • Text messaging
  • Turn-down process automation
  • Unlimited call scripts
  • Unlimited custom fields

Benefits

Captorra offers users over 50 types of intake scripts, with users able to setup unlimited call scripts to run for callers, with data automatically assigned to the new intake.

Turn-downs can be automated, with customizable emails sent automatically and the creation of merged turn-down letters.

Email marketing lists can be setup for both standard lists, including Newsletters, and custom lists decided by users, as well as email drip campaigns.

Integrations with website lead capture, after hours call centers, and third party lead providers allow leads to be automatically imported into the system without the need for manual entry.

Customizable dashboards allow users to see a summary of the information most relevant to them, including number of calls, number of sign ups, active intakes, marketing campaign results, follow-ups, and more.

Integrated eSignature services allow clients to immediately sign up through their computer, or using a tablet or smartphone.

Signup package management process allows users to track whether physical signup packs have been mailed, if they have been returned, and if any follow-up is required.

Captorra FAQs

Captorra FAQs

Below are some frequently asked questions for Captorra.

Q. What type of pricing plans does Captorra offer?

Captorra offers the following pricing plans:

Free Trial: Not Available

Pricing information is available on inquiry.

Q. What are the main features of Captorra?

Captorra offers the following features:

  • Automated workflows
  • Call-specific questionnaires
  • Customizable dashboards
  • Customizable email templates
  • Document assembly
  • Document management
  • Drip campaigns
  • Electronic signature integrations
  • Email marketing
  • Lead follow-up automation
  • Marketing analytics
  • Marketing list creation
  • Referral management
  • Reporting
  • Signup package management
  • Status tracking
  • Text messaging
  • Turn-down process automation
  • Unlimited call scripts
  • Unlimited custom fields

Q. Who are the typical users of Captorra?

Captorra has the following typical customers:

,

Q. What languages does Captorra support?

Captorra supports the following languages:

English

Q. What type of pricing plans does Captorra offer?

We do not have any information about what Captorra pricing plans

Q. Does Captorra support mobile devices?

We do not have any information about what devices Captorra supports

Q. What other apps does Captorra integrate with?

Captorra integrates with the following applications:

Filevine, eLuminate

Q. What level of support does Captorra offer?

Captorra offers the following support options:

Online Support, Video Tutorials