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About Captorra

Captorra Review: CRM For Law Firms

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Lawyerist Rating for Captorra

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Rating Breakdown

Our Rating: 4.4/5

Our rating is based on our subjective judgment. Use our resources—including our rating and community ratings and reviews—to find the best fit for your firm.

4.4/5

Overview
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What is Captorra?

Captorra is a cloud-based customer resource management (CRM) and case management system that can help you manage your client intake process, provide analytics on your marketing sources, and provide out-of-the-box workflows for your practice. Although it integrates with a laundry list of third-party products, it has enough built-in features that it could easily add value to a firm on its own.

Starting Cost: Custom

Pros
  • Great for PI
  • Robust Integrations
  • Built-in eSignature
Cons
  • PI Specific
  • No Appointment Scheduling
  • Not for Solos
Overview
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Captorra Review: CRM For Law Firms Features

Customer Experience & Support

/5

Price & Value

/5

Security

/5

Innovation & Future-Proofing

/5

Overview
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Compare with Other Intake CRM Products Download the Field Guide

Product Details

Apps
  • Web
Software Integrations
  • Clio
  • Microsoft Office 365
  • G Suite
  • Zapier
  • Needles
  • FileVine
  • Aderant Total Office
  • ProLaw
  • TrialWorks
  • TimeMatters
  • Prevail
  • Smart Advocate
  • LawBase
  • Twillio
  • Shoretel
  • Scribe
  • Apex Chat
  • Ngage Live Chat
  • Open API
  • CallRail
  • LeadRival
  • Alert Communications
  • NOLO
  • Client Chat Live
  • Answering Legal

Core Features

For Intake CRM, the following are essential features, and you should therefore expect to see a check in every box in this section.

Yes
No

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Automated Workflows

A core feature of marketing automation software and many intake and CRM tools is the ability to automate workflows like follow-up emails after a potential client inquiry, pre-consult questionnaires, new client onboarding, and more.

Appointment Scheduling

With appointment scheduling, you can connect your calendar and let potential clients pick consultation slots right from your website.

Calendar Sync

Sync up your calendar so you can see associated appointments when viewing a potential client's record.

Email Templates

Building out your marketing workflows is quicker and easier if you have templates to work from.

Email Sync

Sync up your email account so you can see emails sent or received when viewing a potential client's record.

Text Messaging

While email is a fairly standard part of most software, your clients may prefer text messaging. If so, you'll want to keep track of them in your software so you can see your conversations associated with potential clients.

Document Templates

When it comes to intake questionnaires or engagement letters, a template can help get you up and running with your software more easily.

eSignatures

Allow clients to sign and return documents quickly, using their computer or phone—but not a printer.

Analytics

See reports like the number of clients in each stage of your marketing or intake process, or the return on investment from your various marketing investments.

Client Portal

Communicate with clients, exchange documents, and provide clients with secure, real-time information on the status of their case. Client portals can set the tone with clients from the beginning.

Compare Captorra Similar Products

Select another product to compare:

Captorra

4.4/5

Captorra Review Page Logo
Pros
  • Great for PI
  • Robust Integrations
  • Built-in eSignature
Cons
  • PI Specific
  • No Appointment Scheduling
  • Not for Solos

Lawmatics

4.6/5

Lawmatics CRM logo
Pros
  • Automations
  • Integrations
  • Marketing Tracking
Cons
  • Not Turn-key
  • Lacks PI Integrations
  • Expensive
Read Lawmatics Review

4.3/5

Lexicata Logo
Pros
Cons
Read Review

Clio Grow

4.3/5

Clio Logo
Pros
  • Integrates with Clio Manage
  • Broad Appeal
  • Great for Solos
Cons
  • Not for PI Intake
  • Limited LPMS Integrations
  • Lacks Marketing Tracking
Read Clio Grow Review

Law Ruler

4.4/5

Law Ruler Logo
Pros
  • Broad Appeal
  • Great for Solos
  • Marketing Add-on
Cons
  • Limited LPMS Integrations
  • No Appointment Scheduling
  • Not Turn-key
Read Law Ruler Review

Frequently Asked Questions

Where can I use Captorra?

As a cloud-based product, the platform can be used from any modern browser.

What is the price of Captorra?

Captorra does not post the pricing on its website. They say pricing is variable and depends on your specific needs.

Does Captorra integrate with my Law Practice Management Software?

Potentially. It integrates with established PI practice management software, including Aderant Total Office, Filevine, ProLaw. and TimeMatters.

Does Captorra have client forms for my website?

Yes. Integrating client forms into your website from this platform is relatively easy.

Does Captorra have project or task management?

Yes. It has workflows and automations that will help with law office task management.

Can Captorra track my marketing efforts?

Yes, Captorra is best used when tracking intake and outbound marketing.

Can I accept online payments with Captorra?

At the time of this review, Captorra does not allow your law office to accept ePayments directly.

Does Captorra integrate with Calendly?

At the time of this review, it does not appear that Captorra directly integrates with Calendly. However, users may be able to make a connection using Zapier.

Is Captorra good for solos?

Although solos can use it, the platform is best for PI attorneys with some infrastructure who can take advantage of all of Captorra's features.

Can I send engagement letters through Captorra?

Yes. the platform is set up to help you get from potential new client, through lead intake, to signing the client---all within one system.

Additional Details about Captorra

Office 365 Integration. The Captorra CRM software is built on top of a Microsoft Dynamics 365 platform. This means that it generally works and plays well with Office 365 products, and should continue to do so into the future. However, at this time, the Integration is not a full sync. Although events and emails can be created from the system, Captorra will not automatically import any actions taken outside of the software. For example, when a response is received from an email sent through Captorra, a user will need to manually add it to the system.

Powerful Analytics. Captorra offers both CRM (Lead Management & Intake) and matter (Case Management) tools. Placing client acquisition and practice management in one place improves one’s ability to run meaningful reports on the full client journey from prospect to post-matter. Instead of patching together multiple CSV files in Excel, firms take advantage of easy-to-use, built-in dashboards and calculators.

Integrated e-sign. You will not need a subscription with DocuSign, AdobeSign, or any other third-party system in order to take advantage of this CRM’s e-sign capabilities, as it is completely built-in and will automatically save signed documents into your database upon completion.

Who Captorra is for

Although it can be used by solos, the platform is best for high-volume practices with some infrastructure that can take advantage of all of the features Captorra offers.

Not sure where to begin? Download our Field Guide

Take the guesswork out of researching, purchasing, and implementing the right legal tech products and services for your law firm. Our Field Guide answers your essential questions and breaks down the features most important to your business, so you can buy with confidence.

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