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Captorra Intake
What it is
Captorra Intake is a web and API application for legal-industry case intake and lead conversion. It can send automatic text or email replies when prospects appear, then issue recurring alerts for follow-up. Firms may use basic forms or build scripts with questions tailored to their practice and client criteria. Built-in phone and SMS functions powered by Twilio can show a matching contact record on incoming calls. Lead histories, contacts, milestones, and automated workflows organize prospect activity. Firms can add unlimited custom fields and configure user roles. Captorra can generate turn-down emails or merge letters for prospects a firm will not accept. Real-time dashboards and reports show lead sources, follow-up status, and the cost to retain leads and clients. Electronic signing works through email, text, or a prospect’s phone, desktop, or mobile device. The service lists more than 45 integrations, including Microsoft, Twilio, Google, lead providers, call centers, and case-management systems. Pricing is available on request.
For and against
For
- Automatic prospect replies and follow-up alerts
- Custom intake scripts and fields
- Twilio phone and SMS tools
- Real-time lead dashboards and reports
- E-signing across email, text, and devices
Against
- Pricing requires a request
- Captorra Ready supports up to 5 users
The verdict
Captorra Intake organizes legal leads from first response through milestones, reporting, and signing. Its API, integrations, configurable intake, and workflow tools support firms with structured conversion processes.
Who it suits
It is designed for law firms managing intake, follow-up, conversion, and electronic signing. Teams needing configurable scripts, lead workflows, integrations, and reporting can use its listed capabilities.
Plans and prices
Basic
Read 15 Oct 2026 · trustradius.com
Captorra Enterprise
Unlimited users
Read 4 Oct 2026 · captorra.com
Captorra Ready
Up to 5 users
Read 4 Oct 2026 · captorra.com
On the record
- Analytics
- Real-time dashboards and reports can show lead sources, follow-up status, and the cost to retain leads and clients.captorra.com · read 4 Oct 2026
- API
- Captorra provides an API for vendors to post lead data into a firm's Captorra organization using a JSON POST request.captorra.com · read 4 Oct 2026
- API fields
- The lead API documents identity, contact, address, case-type, marketing and tracking fields with type and length constraints.captorra.com · read 15 Oct 2026
- Call-tracking API
- A separate JSON POST endpoint accepts caller, campaign, date and custom tracking fields and links them to an intake.captorra.com · read 15 Oct 2026
- Company headquarters
- LinkedIn lists headquarters at 137 Johnson Ferry Road, Suite 2240, Atlanta, Georgia 30068.linkedin.com · read 15 Oct 2026
- Company type and size
- LinkedIn lists Captorra as privately held with 11–50 employees in software development.linkedin.com · read 15 Oct 2026
- Conversion claim
- The vendor claims repeated follow-up increases new clients by an average of 27%.captorra.com · read 15 Oct 2026
- Custom fields
- The product supports unlimited custom fields and configurable user roles.captorra.com · read 15 Oct 2026
- Document management
- The system manages engagement letters, contracts, medical records and other client documents.getapp.com · read 15 Oct 2026
- Electronic signatures
- Captorra supports electronic signatures and can assemble physical sign-up packages when paper signatures are needed.getapp.com · read 15 Oct 2026
- E-sign
- Captorra offers electronic signing by email, text, or a prospect’s phone, desktop, or mobile device.captorra.com · read 4 Oct 2026
- Intake scripts
- Firms can use best-practice or customized intake scripts with conditional questions.captorra.com · read 15 Oct 2026
- Integrations
- The vendor lists more than 45 partners, including Microsoft, Twilio, Google, Needles, Filevine, ProLaw, SmartAdvocate, Gmail, Outlook and Microsoft Teams.captorra.com · read 15 Oct 2026
- Lead follow-up
- It sends automatic text or email replies when a prospect appears and regular alerts to prompt follow-up.captorra.com · read 4 Oct 2026
- Lead-provider integration
- Captorra says lead providers can post leads through its API and lists providers such as Martindale-Nolo, LawInfo, Thumbtack and eLocal.captorra.com · read 15 Oct 2026
- Lead response
- It sends automatic text or email replies when prospects enter the system and creates follow-up alerts.captorra.com · read 15 Oct 2026
- Lead tracking
- The system tracks each prospect’s history, contacts, and milestones, and supports automated workflows.captorra.com · read 4 Oct 2026
- Limit: international formats and cost
- A G2 reviewer reported problems with non-U.S. address and phone formats, no preview before automatic document sending and a large upfront investment.g2.com · read 15 Oct 2026
