Captorra

What do you like best?

Captorra allows you to see all prospects at a glance. Easy to sort by status, intake date, or other parameters. Captorra integrates with Aderant Total Office, so we don't have to re-enter client information once the prospect retains us. Allows us to create representation agreements by merging client info with templates, then can auto-send to client by email or text and use e-sign to complete. Also, auto-sends emails to pertinent staff for review. Inquiries from answering service, website, and chats are automatically sent to Captorra. Tracks activity like contacts, documents sent, etc. Creates tasks and reminders. Can track marketing sources.

What do you dislike?

We use two languages with our clients and Captorra cannot handle different address and phone formats for the non-U.S. country. You cannot preview an auto-generated document before it auto-sends to client. Large upfront investment, but we believe that it will be worth it in the long run.

Recommendations to others considering the product:

Ask Captorra what format they need information and templates submitted in. They did not provide this information and just made decisions about our templates based on their prior experience, rather than asking our preferences. This has slowed down the implementation.

What problems are you solving with the product? What benefits have you realized?

Captorra makes the whole intake process more efficient. No more cumbersome spreadsheets. No more double or triple entry of client information. Can easily sort information on screen. E-signature option makes it easier and more likely for clients to sign and return agreements to us. Auto-generated texts and emails to staff and clients is more efficient that manually creating correspondence.