Captorra Intake
6.7#12 in legal crm softwareFrom $200 a monthWebAPI
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| Fact | Captorra Intake | TimeSolv |
|---|---|---|
| Document management | The system manages engagement letters, contracts, medical records and other client documents. | TimeSolv stores documents and supports secure sharing and e-signatures as an add-on. |
| Integrations | The vendor lists more than 45 partners, including Microsoft, Twilio, Google, Needles, Filevine, ProLaw, SmartAdvocate, Gmail, Outlook and Microsoft Teams. | Supported connections include QuickBooks, Xero, Microsoft 365, Outlook, OneDrive, Dropbox, NetDocuments, LawPay, AccountEdge, LexShare/LexSign, PointOne and TimeSolv Pay. |
| Rating on G2 | 4.0 out of 5 from 5 reviews | 4.5 out of 5 from 429 reviews |
| Rating on GetApp | 4.3 out of 5 from 18 reviews | 4.6 out of 5 from 118 reviews |
| Reporting | Reporting covers prospect and client status, employee utilization and realization rates in real time. | The service provides financial and productivity reports and the vendor says reports can be viewed or shared in ten formats. |
| Support | GetApp lists email/help-desk and chat support, with in-person, live-online, documentation and video training options. | Vendor support is available by phone and email Monday through Friday from 9 a.m. to 6 p.m. Eastern, with a knowledge base, videos and certified consultants. |
Captorra Intake is for law firms that need to organize new-prospect responses, follow-up and lead milestones. It may suit firms seeking intake scripts, configurable roles and reporting on lead sources and follow-up.
TimeSolv suits professionals or teams tracking projects, expenses, and billable time across desktop and mobile. Legal includes trust accounting and LEDES billing for users who need those listed capabilities.