Our Intake System
Sit down and watch as our system automatically inputs leads, contacts, and signs up your cases.
Custom Tags – From Intake to Case, you can easily access every function of our platform using a few simple tags. Our system will also notify you when its time to interact with your clients.
Calendar Sync – We use your Google, Apple or Microsoft Outlook calendar to perfectly schedule your client consultations. We automicatlly schedule your consultations around your ever-changing needs.
Auto Reminders – If you don’t hear from a lead, our system automatically follows up five days later with a text, call or email reminder. All follow-ups can be based on your custom criteria.
Syncs with any leads – Any other lead intake might have already in place, including forms, emails, and CSV can be synced to TortSu. You can export your leads to any case management tool and process them in the same way you always did.
Direct E-Sign – Your leads can sign electronically with no need for cumbersome papers that could get lost. Send out an easily accessible electronic document as part of your automated intake process.
Easy Reporting – From intake to case, you can track every step of the process, collect any file or ask any questions before the consultation.