Captorra Pricing, Features, Reviews & Comparison of Alternatives

Captorra

Case intake and lead management solution for law firms

4.47/5 (15 reviews)

Captorra overview

What is Captorra?

Captorra is a case intake and lead management solution designed to assist law firms specialising in personal injury and mass tort, as well as bankruptcy, criminal defence, and immigration. Captorra offers users tools for lead conversion and client sign ups including intake scripts, process automations, eSignature capabilities, management of physical signup packages, referral management, email marketing, marketing analysis, and reporting.

Captorra allows users to create an unlimited number of call scripts, as well as offering a selection of ‘best practice’ scripts, which run a logical set of questions for each caller, with questions either being hidden or surfaced based on previous answers. All data received is automatically associated with the new intake, and users can set an unlimited number of custom fields to suit the data they wish to collect. Based on this information, suggested dialogs are given for the most appropriate course of action, whether that is to take on or turn down the case. In the case of turn-downs, Captorra automates the process using customizable email templates and merging contact details into turn down letters.

Captorra integrates into users’ website lead generation systems, as well as after hours call centers and third party lead providers, and automatically imports leads into the system without the need for manual entry of details. Leads can be segmented into different mailing lists for email marketing, such as newsletters, and drip campaigns targeting leads when initial outreach has been unsuccessful.

Captorra’s integrated eSignature capabilities enables the immediate signup of clients through their computer, tablet, or smartphone. For situations where eSignature is unavailable or a physical signature is required, Captorra automatically assembles physical signup packages with merged client details to be mailed out. Signup packages can then be managed from assembly to mailing, and return, with follow-ups for unreturned packages. Captorra also manages documents associated with clients and their cases, including engagement letters, contracts, and medical records.
www.captorra.com

Pricing

Value for money
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Devices

Business size

S
M
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Markets

United States

Supported languages

English
Captorra screenshot: Captorra includes best practice scripts for multiple case types, and users can set up an unlimited number of scriptsCaptorra Dashboard and ReportingCaptorra screenshot: Case-specific questionnaires in Captorra hide or surface questions based on previous answersCaptorra screenshot: Captorra includes customizable email templates for use in the turn-down automation processCaptorra screenshot: Users can manage physical signup packages with Captorra, updating statuses as packages are sent or returnedCaptorra screenshot: Captorra automates follow-ups of new leads if initial contact attempts are unsuccessfulCaptorra screenshot: Users can view active cases separated by agent in CaptorraCaptorra screenshot: Captorra includes marketing analysis and reporting capabilities

Captorra reviews

Value for money
Features
Ease of use
Customer support
  3.7
  4.0
  4.6
  4.7
Jake Glodek

Glen Lerner Injury Attorneys LOVES Captorra!

Reviewed 2015-09-01
Review Source: Capterra

PROS: Accountability - Intake and Lead tracking is never easier. All users entries are easily documented and tracked. Entries are date and time stamped, with a very robust AUDIT function on each documented lead or intake. Automation - Certain functions that allow for automation are fantastic. Welcome Letters, Client Information Packages -- all able to be customized to your Firm's specific needs, OR doesn't need to be utilized at all. Compatibility - Works very well with other CRM software - Client Profiles in particular. Web-Based Software - Accessibility for your employees is very high. Have an iPad? Smartphone? Tablet? As long as you have a device with access to the Internet, you have access to Captorra. Simply open any web-browser, go to the specific Captorra URL, and Log-in! CONS: - While accessible via mobile device, it does not yet have a Mobile App. - Monthly cost of License. EXPERIENCE: We at GLEN LERNER INJURY ATTORNEYS have had a wonderful experience working to bring Captorra to our Firm. We believe that the use of this software, particularly in a company that is experiencing growth like ours, has not only increased the effectiveness of our Intake Department; but has also influenced greatly our ability to teach using the analytics collected during the intake process. Information is the new Gold, and this software will give you your moneys' worth. - Want to know who your superstars in your organization are with Clients? - Want to know (if appropriately collected) what advertising you use is most effective? The information you collect is all on the Front Line of your business: from the Clients themselves. How you analyze and utilize that information is up to you and your business. ADDITIONALLY: The people at Captorra really care. They are trying to bring innovation to the Legal industry, and I believe they will not stop with just Captorra. Even the CONS we have listed are being addressed, and probably won't be in the Cons list much longer. They are open and willing to listen to your needs and concerns, and will help you find a solution that best fits your Firm.

Rating breakdown

Ease of use
Customer support

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Stephanie Jones

Expensive and doesn't do everything they promised

Used weekly for 6-12 months
Reviewed 2019-10-02
Review Source: Capterra

We were very excited about Captorra. The concept was exactly what we needed. However after using it for a year now, our employees are still frustrated by it. They want you to buy licenses for each user, which are expensive, so then the rest of our staff doesn't have access to the system if in a pinch and an intake person isn't available. Plus the training needed is extensive, so it's not worth the time of training all of your employees on it. The concept is great and I really wanted it to work, but it just doesn't deliver. The reports are wonky and they don't have the basic reports ready for you that any firm would need. You have to meet with them to request each report and customize it. They preach that the reporting part of it is what makes it the best solution, but then they don't provide the reports out of the box.

Pros
Docusign Texting directly from the intake screen. Tracking intakes.

Cons
Creates duplicate parties in our case management system (when existing clients have a new case). Supposedly integrates with our CM system (Needles), but it's just a data dump. Much time is spent copying and pasting the data into the correct fields each time an intake is converted to a case. Ease of use - too much training needed to be able to use it. Reports aren't easy and have bugs. I don't even look at them much anymore due to the time it takes and data not always being accurate, or graphs being blank. Cost - for what you actually get and all of the time it was supposed to save, but doesn't.

Response from Captorra


Hi Stephanie. We sincerely appreciate your feedback. We are sorry to hear of your frustrations with the system as we have made a very conscious effort to get your group to utilize the application in the most advantageous way like our other clients. Please always know that we are here to assist in any way we can to improve your experience.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 3/10

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Eric Farber

Excellent company and people at the company. Expensive but helpful

Used daily for less than 6 months
Reviewed 2017-06-08
Review Source: Capterra

Organized lead management and follow up

Pros
It's an easy to use product for our intake team. very good logistics and well thought out. For law firms, it's a far superior choice than developing your own or trying to configure Salesforce

Cons
I don't like that it's built on Microsoft Dynamics - not my favorite platform. There are some basic tech functions that could be better, however for a high volume legal firm it's probably the best stuff out there.

Response from Captorra


Thank you for the kind review and positive feedback Eric!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Jacqueline Wallace

Great software

Used daily for 6-12 months
Reviewed 2019-04-23
Review Source: Capterra

Pros
easy use user friendly clear and functions well

Cons
wish all my software was so nice very user friendly

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Zach Boykin

Needs a lot of work

Used daily for 6-12 months
Reviewed 2019-10-02
Review Source: Capterra

Pros
What I liked most about the software was the promises of what we were told it would do. It was supposed to integrate with Needles Case Management software.

Cons
The fact that its just a data dump, and not even field to field. Like mentioned above, it's supposed to integrate. It does not actually integrate with Needles Case Management. They take the data entered into Captorra and dump it into a single field in Needles. There software also creates duplicate people within Needles. They make it sound like a great software, but for the price they want you to pay, its severely lacking. They don't even give you all the access you need to do your job until you request it. There's no way to tell if you're using all the features you're paying for.

Response from Captorra


Thanks for leaving your review and feedback Zach. We hate to hear your dissatisfaction with the system as we have numerous clients that use Needles that are extremely satisfied with the solution. Our primary goal with the application is to help firms sign more cases. We are happy to discuss and assist your group in any way possible moving forward.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 0/10

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Captorra pricing

Pricing information is available on inquiry.

Captorra features

API (49 other apps)
Activity Dashboard (66 other apps)
Automatic Notifications (45 other apps)
Billing & Invoicing (66 other apps)
Calendar Management (73 other apps)
Case Management (92 other apps)
Client Management (48 other apps)
Client Portal (42 other apps)
Collaboration Tools (41 other apps)
Contact Management (46 other apps)
Document Management (86 other apps)
Document Storage (64 other apps)
Expense Tracking (39 other apps)
Invoice Management (43 other apps)
Reminders (49 other apps)
Reporting & Statistics (59 other apps)
Search Functionality (66 other apps)
Task Management (61 other apps)
Third Party Integration (52 other apps)
Workflow Management (49 other apps)

Videos and tutorials

Additional information for Captorra

Key features of Captorra

  • Call-specific questionnaires
  • Turn-down process automation
  • Customizable dashboards
  • Signup package management
  • Document management
  • Automated workflows
  • Lead follow-up automation
  • Email marketing
  • Referral management
  • Text messaging
  • Status tracking
  • Reporting
  • Document assembly
  • Marketing analytics
  • Unlimited call scripts
  • Marketing list creation
  • Unlimited custom fields
  • Drip campaigns
  • Customizable email templates
  • Electronic signature integrations
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Benefits

Captorra offers users over 50 types of intake scripts, with users able to setup unlimited call scripts to run for callers, with data automatically assigned to the new intake.

Turn-downs can be automated, with customizable emails sent automatically and the creation of merged turn-down letters.

Email marketing lists can be setup for both standard lists, including Newsletters, and custom lists decided by users, as well as email drip campaigns.

Integrations with website lead capture, after hours call centers, and third party lead providers allow leads to be automatically imported into the system without the need for manual entry.

Customizable dashboards allow users to see a summary of the information most relevant to them, including number of calls, number of sign ups, active intakes, marketing campaign results, follow-ups, and more.

Integrated eSignature services allow clients to immediately sign up through their computer, or using a tablet or smartphone.

Signup package management process allows users to track whether physical signup packs have been mailed, if they have been returned, and if any follow-up is required.