Client Intake & First Contact
Online intake forms, answering services, virtual receptionists, and live chat — capture every lead, day or night.
Full intake form system with practice-area specific fields, instant email/SMS notifications, leads dashboard, and source tracking.
Get early accessOnline Intake Forms
An intake form on your website captures leads 24/7. Having any form is better than just a phone number.
Tools coming soon. Check back after our database is seeded.
If on MLO, use built-in intake forms. Otherwise, Typeform ($25/mo) gives the best UX. Google Forms works if budget is zero.
Answering Services & Virtual Receptionists
Never miss a call from a potential client. A missed PI call could be worth $10K+.
Tools coming soon. Check back after our database is seeded.
If you are missing calls and losing leads, Ruby or Smith.ai immediately pays for itself. Start with the smallest plan.
Live Chat & Chatbots
Live chat on your website captures visitors who prefer messaging over calling.
Tools coming soon. Check back after our database is seeded.
Add Crisp (free) or tawk.to (free) to your website. Set up auto-responses for after hours. Capture the lead, respond fast.