You might have heard about Smokeball’s new intake features, LeadPro and MatterFlow. These tools were designed based on client feedback to improve your intake process and streamline your clients’ experience.
The Law Offices of Yale Lewis used to spend 45 minutes gathering new client information over the phone. Smokeball Intake has allowed them to cut this admin time by 90%. Now the firm sends the client a link to their customized LeadPro intake form. As the client completes it, their responses automatically sync to Smokeball, saving staff almost 40 minutes of manual data entry per new client. The firm also experienced a 400% increase in completed intakes using the LeadPro forms compared to the Word document they previously used!
If you want to watch LeadPro and MatterFlow in action, trainer Roy Clifton recently demonstrated how these tools save time, eliminate double data entry, and offer a better client experience.
LeadPro and MatterFlow are included in the Prosper plan, and all clients can access these features. If your firm could benefit from more leads and an improved intake process, schedule a walk-through with our Training team.