LeadTrac
LeadTrac™ simplifies client interactions by enabling law firms to easily create quotes for various services while managing payment plans and settlements. Its user-friendly FlexNote messaging enhances communication, and customizable field sets streamline intake and sales processes. Configurable workflows keep tasks, employees, and client relationships organized efficiently.
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Top LeadTrac Features
- Customizable quote generation
- Multi-program service management
- Recurring payment plan management
- Advanced FlexNote messaging
- Streamlined client communication
- Configurable department workflows
- Enhanced data organization
- Intuitive intake processes
- Efficient enrollment tracking
- Comprehensive sales process management
- User-friendly interface
- Automated task assignments
- Integration with texting platforms
- Robust analytics and reporting
- Secure client data management
- Real-time notifications and alerts
- Client relationship tracking
- Document management system
- Flexible user permissions
- Mobile accessibility features
