Qualified Lead to Signed Retainer. In Minutes.
The moment a lead qualifies, Retained.io converts — either through instant e-signature or by connecting them to a live agent by phone. No delays. No manual follow-up. Cases locked down before the lead can go anywhere else.
Every Minute Between Qualification and Signing Is a Minute You Could Lose the Case
The data is unambiguous: 78% of leads sign with the first firm to respond. Retained.io makes sure that's you.
Instant E-Signature
Qualified leads are immediately presented with your retainer agreement for electronic signature. No downloads, no printing, no friction. The entire signing experience is optimized for mobile — because that's where most leads are.
- Legally binding e-signatures
- Custom retainer agreements per practice area or tort
- Mobile-first signing experience
- Immediate confirmation and document delivery
Live Call Connect
For cases that benefit from a live conversation, Retained.io dials the lead's phone immediately after qualification — connecting them directly to your intake team or a live agent. The lead sees a branded page telling them to pick up.
- Instant outbound call to qualified leads
- Branded "answer the call" page for the lead
- Direct transfer to your intake team or call center
- Automatic retry if the first call is missed
See a live demo of the Call Connect experience from the lead's perspective.
The Conversion Workflow
From qualification to signed retainer — no human required.
Lead qualifies via your rules engine
Custom criteria per tort or practice area — applied instantly, no manual screening
E-signature presented or phone call initiated
You choose the conversion path per campaign — or let the lead choose
Retainer signed or live conversation started
Case locked down while the lead is at peak intent
Client onboarded into portal
Documents, forms, and case info collected at the client's own pace
Stop Losing Cases to Slow Intake
See how instant conversion can transform your lead-to-retainer rate.