Captorra

Captorra offers tools for lead conversion and client sign-ups including intake scripts, process automations, eSignature capabilities, physical signup package management, referral management, email marketing, and marketing analysis with reporting. The platform simplifies client onboarding with customizable intake forms and seamless data integration, plus robust case management features including document generation, task tracking, and deadline management. Captorra Ready is a streamlined solution for firms that don't need all enterprise features. Pricing starts at $200 per user monthly.