With client intake software, you will have a matter pipeline which gives you an instant, visual representation of the current status of every potential client in your system. (lexicata.com)
Using client intake software helps you capture this kind of data and produce reports on it with ease. (lexicata.com)
The nice thing about client intake software is that all the calls from your virtual receptionist can be tracked automatically to help ensure that no potential clients are slipping through the cracks. (lexicata.com)