Looking for an effortless Intake system for your firm and clients? Look no further than RunSensible.
Save yourself valuable time by implementing a clear and simple intake system that allows you to easily retain new clients and capture crucial information with just a few clicks.
Modernize your client intake with RunSensible
Upgrade your intake process with RunSensible’s modern, user-friendly solution. Say goodbye to clunky paper or PDF forms and time-consuming in-person consultations. With RunSensible, you can share a link to your online public intake form in just a few clicks, and clients can complete it easily on their own time. RunSensible will even capture their Contact and Matter details automatically, saving you time and hassle.
Say goodbye to notepads and spreadsheets!
Make the switch to a paperless system and enjoy the benefits of a streamlined digital client intake process. With this approach, you’ll save time, reduce expenses, and offer greater convenience to your clients.
Say goodbye to manually tracking down leads!
Runsensible makes it easy to bring in potential clients from anywhere. Whether they come from a marketing service, referral, or your website, their information will be automatically captured in your lead inbox.
Keep track of incoming clients
By using RunSensible’s pipeline, you can easily monitor the status of prospective clients. Quickly identify which potential clients require a follow-up and those that are ready to sign a retainer.
Assess which clients are well-matched for your firm
Take advantage of, intuitive programs to simplify essential intake tasks quickly and seamlessly.
Book appointments and allow for online payments
Using RunSensible to schedule appointments is a breeze for both you and your clients. Additionally, by integrating your payments through RunSensible, you can accept immediate online payments for your consultations.
Focus on the most favourable prospects
Customize your form with fields that allow clients to share their preferred meeting times, location, or other specific requirements, making it easier for you to match their needs.
Swiftly verify for duplicate clients and also conflicts of interest
Look for potential clients who are already doing business with your company, or identify any connections that could pose a conflict of interest.
Never worry about missing out on clients when you are away from the office
Effortlessly manage client intake from anywhere, no matter where you or your prospects are based.
