Everything You Need to Convert Leads Into Signed Cases
A complete intake automation platform built for law firms converting leads at scale.
Smart Intake Forms
Drop intelligent, embeddable forms onto any website in minutes. They adapt in real-time to each visitor, asking the right qualifying questions while loading instantly on our lightning-fast infrastructure.
- Dynamic question logic adapts to each visitor's answers
- Fully responsive and mobile-optimized
- Custom branding to match your firm's identity
- Sub-second load times on our optimized infrastructure
Customizable Rules Engine
Define your case criteria once. Our rules engine evaluates every lead instantly — qualifying, disqualifying, and routing in real-time without any manual screening.
- Custom qualification criteria per campaign or tort
- Instant approve/reject decisions — zero delay
- Multi-tort support with separate rule sets
- Route disqualified leads to alternative messaging or partners
Instant E-Signature Retainers
The moment a lead qualifies, they're presented with your retainer agreement for electronic signature. No downloads, no friction, no delay. Cases get signed within minutes of initial contact.
- Legally binding electronic signatures
- Custom retainer agreements per practice area
- Mobile-friendly signing experience
- Instant confirmation and document delivery
Retainer Agreement
Smith & Associates, PLLC
Sign below to retain counsel:
Jane Doe
Case #MT-2024-4892
Client Portal
After signing, clients access their personalized portal to complete additional forms, upload documents, and track their case progress. The guided process ensures thorough information collection without overwhelming clients.
- Guided document upload and form completion
- Real-time case status tracking
- Secure, encrypted communication
- Mobile-friendly interface for on-the-go access
Predictive Drip System
Not every lead signs on the first visit. Our intelligent drip campaigns re-engage incomplete signups with predictive timing and personalized messaging — maximizing completion rates without being intrusive.
- Automated email and SMS follow-up sequences
- Predictive send-time optimization
- Personalized messaging based on lead data
- Detailed conversion and engagement analytics
Email — 2 hours later
Reminder to complete your intake
SMS — 24 hours later
Quick reminder with direct link
Retainer Signed
Client returned and completed signing
Today's Overview
Live147
New Leads
89
Qualified
63
Signed
Dashboard & CRM
Watch signed cases flow in real-time. Track conversion rates, attribution, and pipeline health. Your staff gets tools to intervene when needed — complete control alongside full automation.
- Real-time pipeline and case tracking
- Lead source attribution and ROI analytics
- Team management with role-based access
- Lightweight CRM built for intake workflows
Campaign Management
Running multiple torts or practice areas? Manage all your campaigns, forms, and intake funnels from a single dashboard.
Multi-Campaign Management
Run multiple mass torts and practice areas from one place — unified views, separate rule sets, and clear control for every campaign.
Unified Analytics
Track conversion rates and campaign performance across all firms. Track ROI on every campaign.
Custom Branding
Match your firm's look and feel with logos, colors, and domains so every touchpoint feels unmistakably yours.
Team Collaboration
Role-based permissions for partners, associates, intake staff, and marketing teams.
Campaign Optimization
A/B test forms and fine-tune conversion paths. Apply winning strategies across campaigns instantly.
Dedicated Support
Priority support and strategic guidance to maximize results and maximize conversion rates across your entire intake operation.
See Every Feature in Action
Request a personalized demo and discover how Retained.io's platform can transform your intake operation.