INTAKE CRM
turn first contact into lasting clients.
Make every first impression fast, personal, and effortless. Turn new inquiries into lasting clients with an intake process that feels seamless from the start.
centralize every lead, referral, and inquiry.
Connect all prospect sources to capture their information automatically.
respond before your competitors do.
Send immediate acknowledgement emails and start nurturing prospects automatically.
create smooth handoffs from intake to case.
Lead information data transfers to a case and notifies the correct team.
know which cases are worth pursuing.
Settlement prediction sets realistic expectations from the start.
see where your clients come from.
Understand which marketing channels convert.
work with intake tools you already use.
Connect forms, answering services, and more for automatic lead flow.
how firms use neostella intake
multi-channel lead capture
A prospect fills out your website intake form at 9pm. The lead creates automatically in Neostella, triggers an immediate acknowledgement email, and schedules a follow-up task for the intake coordinator the next morning. A referral from another attorney comes through your referral portal and creates a separate lead with the referral source tracked. Both appear in your intake dashboard, prioritized by urgency and potential case value.
lead nurturing
A prospect inquiries about your services, but isn’t ready to hire yet. They enter your nurturing automation: educational emails about the legal process, reminders to schedule a consultation, and periodic check-ins. When they’re ready, they book through your scheduling link, and the intake coordinator sees the full communication history.
seamless lead to case conversion
A lead signs your engagement agreement. One click creates a case project and connects it to the intake project. All contact information, intake notes, and documents transfer, and a new case workflow is triggered, generating the standard new-case tasks and welcome sequence.
integration with answering services
A prospect calls after hours. Your answering service captures their information and creates a lead in Neostella. When your intake team arrives in the morning, the lead is prioritized in their queue with the caller’s details, reason for inquiry, and preferred contact method already logged.
the impact on your practice.
no leads lost between intake and case management
coordinators manage more work in fewer hours
start every case with full context
seamless integrations with CRM and marketing tools
why firms choose neostella for intake.
- Leads and cases in one system
- Lead objects remain separate from cases while still staying connected
- Intake workflows connect to case workflows
- Built-in settlement prediction and case valuation
- Marketing attribution and ROI reporting
- Open integrations to connect to the intake, CRM, and marketing systems you already use
EXPLORE
clarity in every conversation.
No more fighting your case management system. See how Neostella adapts to your practice.