Lead Generation and Management


The Lead Generation and Management service provided by Legal Soft will help your law firm to:

  • Connect to the most trusted lead sources based on the lead source’s proven performance
  • Avoid unnecessary expenditure on lead sources with poor performance and reputation
  • Set up the necessary tools to do the intake process easier, faster and more efficient
  • Screen, manage and report the budget, leads, conversion rate, refunds, CPA, etc.
  • Get more cases by increasing the conversion of the leads and decreasing the CPA

Lead Management and Intake Setup

We will help with setting up the following:

  • Phone System (24/7 Lead Assist)
  • Online Intake Forms
  • E-signature Software (DocuSign/E-sign)
  • Coordination between the Lead Gen Companies and the Law Firm to receive the leads
  • Spreadsheet Integration for receiving leads and tracking the status
  • Lead Management Report Set up.

Access to 24/7 Lead Assist

Our proprietary system that:

  • Sends automated messages to hot and cold leads
  • Tracks phone calls and text messages to potential clients
  • Allows you to purchase a dedicated phone number for your campaign.

Connection to Pre-screened Lead Generation Sources

We will do the hard work for searching, pre-screening lead sources and then gather their performance information.


Only then shall we provide you with recommendations based on the case types your law firm handles.

Maintenance and Replacement of Under-Performing Lead Generation Companies with the New Sources

We obtain vital information for your campaign and make sure that everything runs smoothly.

If you are dissatisfied with the campaign or lead source, we will be more than happy to recommend or propose alternative sources that can perform much better and deliver better results.

Your happiness and success are our priority.

Complete Lead Management Service

Budget Management, Conversion Rates Tracking, Cost Per Acquisition Tracking, Refund Request Management, etc.

Access to Real-time Lead Generation Reports with Tracking

Tracker is updated on a daily basis and you can access it at any time to look at the performance of your campaign(s).

Monthly Calls with Attorney and Weekly Calls with the Intake Team to Audit the Performance and Budget

We shall hold monthly calls with you and your team of attorneys so we can make sure the campaign is running properly and discuss the notes and any changes that might be required.


Weekly calls are set with the Intake team to train them, help them validate leads and address any concerns Legal Soft might have, to ensure Lead Management is running properly.

Weekly and Monthly Reports, along with Monthly Feedback Analysis and Recommendations for Lead Sources and Budget Allocation

Not only will we provide you reports, but also give you recommendations/suggestions on how to improve your campaign (if applicable). If there are issues, we will make sure to help you as much as we can.