Lead Assist
The Right Intake Solution for Your Lead Generation & Management
- Process all your incoming leads and increase your conversion rate through Lead Assist
- Monitor your expenditure on lead sources and supervise your agents’ performance
- View live and up-to-date reports of your team’s intake performance
- Set up automated call and SMS sequences to never miss a lead
- Sync with your CRM or case management via Webhooks
Don’t just care for your leads; nurture them!
What is Lead Assist?
Lead Assist is a platform that facilitates the process of intaking leads, managing them, and reaching out to them to make the task of converting leads to cases much easier for your firm. Along with the 360 Dialer, you can customize your intake system to utilize the full potential of a phone-system and lead intake dashboard for your lead generation and management. Where the 360 Dialer is used as a reliable phone system, Lead Assist makes it easier to create a customizable and scalable lead intake and management platform for your firm.
Lead Assist Offers:
- A real-time dashboard to assess the performance of all your lead sources
- Financial reporting for your lead expenditure and cost per case acquisition
- Complex IVR and routing functionalities for your 360 Dialer
- Call scripts to customize and use for your intake team
- Cloud-based lead databases with the option to import/export
- Automated reporting through the use of dispositions
- Automated SMS, call, and tagging sequences
- Integration with API, webhooks, and Zapier
Why Lead Assist?
- Easy to set up, easy to use for you and your law firm, including your intake team
- Customized dashboard for your intake performance monitoring
- Export data to any destination using API and Zapier
- Leave notes for your calls and contacts.
- Automate your SMS and calls
You will pay for Lead Assist as a monthly subscription.
While it is possible, we strongly recommend switching to the 360 Dialer to keep all your leads in one place and facilitate communications without using several platforms at the same time.
Yes! Simply let us know where the leads are coming from and our support team will coordinate to find the solution for the inflow of leads. Additionally, we can advise on how to set up an automated follow-up sequence.