Captorra Intake
captorra.com
What it is
Captorra Intake is a web and API application for law-firm case intake and lead conversion. It can send automatic text or email replies when prospects appear and recurring alerts to prompt follow-up. Firms may use standard intake forms or create scripts with questions tailored to their practice and client criteria. Built-in phone and SMS functionality, powered by Twilio, can show the matching contact record for an incoming call. The system tracks prospect history, contacts and milestones, with conditional automated workflows. Firms can add unlimited custom fields and configure user roles. Captorra can prepare turn-down emails or merge turn-down letters for prospects a firm will not accept. Real-time dashboards and reports show lead sources, follow-up status and the cost to retain leads and clients. Electronic signing works by email, text, or a prospect’s phone, desktop or mobile device. Integrations include more than 45 partners, such as Microsoft, Twilio, Google, lead providers, call centres and case-management systems. Zapier and a JSON POST API can send lead data into Captorra. Ready supports up to five users; Enterprise supports unlimited users. Pricing is on request.
Spec sheet
- What it does
- Captorra is a legal intake, lead conversion and case-management application for law firms.Read 15 Oct 2026 · captorra.com
- Purpose
- Captorra Intake is a legal-industry case intake and lead conversion application for law firms.Read 4 Oct 2026 · captorra.com
- API
- Captorra provides an API for vendors to post lead data into a firm's Captorra organization using a JSON POST request.Read 4 Oct 2026 · captorra.com
- Integrations
- The vendor lists more than 45 partners, including Microsoft, Twilio, Google, Needles, Filevine, ProLaw, SmartAdvocate, Gmail, Outlook and Microsoft Teams.Read 15 Oct 2026 · captorra.com
- Support
- GetApp lists email/help-desk and chat support, with in-person, live-online, documentation and video training options.Read 15 Oct 2026 · getapp.com
- Analytics
- Real-time dashboards and reports can show lead sources, follow-up status, and the cost to retain leads and clients.Read 4 Oct 2026 · captorra.com
- API fields
- The lead API documents identity, contact, address, case-type, marketing and tracking fields with type and length constraints.Read 15 Oct 2026 · captorra.com
- Call-tracking API
- A separate JSON POST endpoint accepts caller, campaign, date and custom tracking fields and links them to an intake.Read 15 Oct 2026 · captorra.com
- Company headquarters
- LinkedIn lists headquarters at 137 Johnson Ferry Road, Suite 2240, Atlanta, Georgia 30068.Read 15 Oct 2026 · linkedin.com
- Company type and size
- LinkedIn lists Captorra as privately held with 11–50 employees in software development.Read 15 Oct 2026 · linkedin.com
- Conversion claim
- The vendor claims repeated follow-up increases new clients by an average of 27%.Read 15 Oct 2026 · captorra.com
- Custom fields
- The product supports unlimited custom fields and configurable user roles.Read 15 Oct 2026 · captorra.com
- Document management
- The system manages engagement letters, contracts, medical records and other client documents.Read 15 Oct 2026 · getapp.com
- E-sign
- Captorra offers electronic signing by email, text, or a prospect’s phone, desktop, or mobile device.Read 4 Oct 2026 · captorra.com
- Electronic signatures
- Captorra supports electronic signatures and can assemble physical sign-up packages when paper signatures are needed.Read 15 Oct 2026 · getapp.com
- Intake scripts
- Firms can use best-practice or customized intake scripts with conditional questions.Read 15 Oct 2026 · captorra.com
- Lead follow-up
- It sends automatic text or email replies when a prospect appears and regular alerts to prompt follow-up.Read 4 Oct 2026 · captorra.com
- Lead response
- It sends automatic text or email replies when prospects enter the system and creates follow-up alerts.Read 15 Oct 2026 · captorra.com
- Lead tracking
- The system tracks each prospect’s history, contacts, and milestones, and supports automated workflows.Read 4 Oct 2026 · captorra.com
- Lead-provider integration
- Captorra says lead providers can post leads through its API and lists providers such as Martindale-Nolo, LawInfo, Thumbtack and eLocal.Read 15 Oct 2026 · captorra.com
- Limit: international formats and cost
- A G2 reviewer reported problems with non-U.S. address and phone formats, no preview before automatic document sending and a large upfront investment.Read 15 Oct 2026 · g2.com
- Limit: stability and extensibility
- A G2 reviewer reported freezing or lagging, limited built-in functionality and API/customization options that were not openly available.Read 15 Oct 2026 · g2.com
- Limit: usability and search
- A 2026 G2 reviewer said the product works for client-file management but needs a friendlier interface and stronger search.Read 15 Oct 2026 · g2.com
- Maker legal name
- The site footer identifies the operator as MH Sub I, LLC doing business as Internet Brands.Read 15 Oct 2026 · captorra.com
- Parent organization
- Captorra identifies itself as part of the Martindale-Avvo legal network.Read 15 Oct 2026 · captorra.com
- Phone and texting
- Built-in calling and SMS are powered by Twilio and can display a matching contact record for incoming calls.Read 15 Oct 2026 · captorra.com
- Plan limits
- The Ready comparison lists a maximum of 5 users and Enterprise lists unlimited users; the page displays no prices.Read 4 Oct 2026 · captorra.com
- Platform and access
- Captorra Intake is described as web-based and accessible anywhere; the page does not specify operating-system apps.Read 4 Oct 2026 · captorra.com
- Praise: customization
- A G2 reviewer praised conditional intake fields and customization for different case types.Read 15 Oct 2026 · g2.com
- Praise: integrations and workflow
- A G2 reviewer praised prospect sorting, Aderant integration, merged e-sign documents, automated messages, tasks and marketing-source tracking.Read 15 Oct 2026 · g2.com
- Prospect tracking
- The web application records prospect history, contacts and milestones and provides analytics.Read 15 Oct 2026 · captorra.com
- Public API
- The documented lead-posting API accepts JSON POST requests at captorraapi.captorra.com/api/captorraapi/create.Read 15 Oct 2026 · captorra.com
- Rating on G2
- 4.0 out of 5 from 5 reviewsRead 15 Oct 2026 · g2.com
- Rating on GetApp
- 4.3 out of 5 from 18 reviewsRead 15 Oct 2026 · getapp.com
- Reporting
- Reporting covers prospect and client status, employee utilization and realization rates in real time.Read 15 Oct 2026 · captorra.com
- TrustRadius reviews
- TrustRadius lists Captorra with 0 reviews and no reviews found.Read 15 Oct 2026 · trustradius.com
- Turn-down automation
- Unqualified prospects can receive generated turn-down emails or letters.Read 15 Oct 2026 · captorra.com
- Turn-down process
- Captorra can generate turn-down emails or merge turn-down letters for prospects the firm will not take on.Read 4 Oct 2026 · captorra.com
- Usage claim
- The vendor says more than five million leads have been processed since inception.Read 15 Oct 2026 · captorra.com
- Workflow automation
- Automated workflows are designed to keep leads from being missed.Read 15 Oct 2026 · captorra.com
- Year founded
- G2 lists Captorra as serving customers since 2012.Read 15 Oct 2026 · g2.com
- Zapier
- Captorra provides a Zapier integration with a Create Intake action that returns success status and an intake ID.Read 15 Oct 2026 · captorra.com
Plans and prices
Basic $200 a month per month Read 15 Oct 2026 · trustradius.com
Captorra Enterprise Priced on request Unlimited users Read 4 Oct 2026 · captorra.com
Captorra Ready Priced on request Up to 5 users Read 4 Oct 2026 · captorra.com
Strong points and limits
Strong points
- Automatic replies and follow-up alerts
- Custom intake scripts and unlimited custom fields
- Twilio phone and SMS with contact matching
- Real-time lead and retention reports
- More than 45 listed integrations
Limits
- Ready plan supports up to five users
- Workflows are described as conditional
Who it suits
It is designed for law firms that need structured prospect intake, follow-up, lead tracking and electronic signing. Ready fits teams of up to five users, while Enterprise has unlimited users.
Verdict
Captorra Intake combines intake forms, communications, workflow tracking, reporting and e-signatures for legal practices. Its web and API access, integrations and two user-capacity options support different firm setups, but plan pricing must be requested.
Where Specifiction places it
- Legal CRM Software#4 of 348.6
- Legal Workflow Automation Software#3 of 228.6
- Client Intake Software#4 of 278.6
