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Captorra

Captorra Rating:
4.4/5

Features

  • Customer Experience & Support - 9/10
    9/10
  • Pricing & Value - 8/10
    8/10
  • Security - 9.5/10
    9.5/10
  • Innovation & Future-Proofing - 9/10
    9/10
8.9/10
Comments Rating 0 (0 reviews)
Details

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.

Captorra is a cloud-based Customer Resource Management (CRM) 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. And with its Captorra Ready pricing at $65 per month, it won’t necessarily break the bank, either.

The stand-out feature, from our review, is its integrated e-sign capabilities that allow an attorney to send an engagement letter via text message, and a potential client to sign up using a smartphone.

Who Captorra is for

Captorra’s software is likely best suited for personal injury law firms looking for a robust CRM system to supplement their intake process. Firms already utilizing technology that Captorra integrates with will likely find it the most useful, as it integrates with Twillio, Ring Central, and Office 365. However, most personal injury firms could benefit from their focus on managing high-volume matters, and their ready integration with multiple PI leads programs.

Firms who do not require a lot of intake management, or who operate with a low volume of cases, may want to look elsewhere, or at a Law Practice Management System with built-in CRM.

Captorra Features

Website
www.captorra.com
Apps
  • Web
Starting Price
$65/month/user
Free Trial
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.
Software Integrations
  • 10+ Attorney Lead Generators
  • 10+ Legal Marketing Companies
  • Aderant Total Office
  • Apex Chat
  • Clio
  • FileVine
  • G Suite
  • LawBase
  • Microsoft Office 365
  • Needles
  • Ngage Live Chat
  • Open API
  • Prevail
  • ProLaw
  • Scribe
  • Shoretel
  • Smart Advocate
  • TimeMatters
  • TrialWorks
  • Twillio
  • Zapier

Things You Might Want to Know

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.

Office 365 Integration. The Captorra CRM software is built on top of a Microsoft Dynamics 365 platform. Which 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 import any actions taken outside of the software automatically. For example, when a response is received from an email sent through Captorra, a user will need to manually input into the system.

Pricing. Captorra offers two pricing options: Captorra Ready, and Captorra Enterprise. Ready, is generally a turn-key solution that requires very little set-up and has workflows, templates, and multiple systems already created. Enterprise, on the other hand, allows for more customization and has a few more features than Ready.

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