Captorra Intake

6.1easy start · #11 of 33
in Legal CRM Software

Free to practise onnot on record
Free trialnot on record
Well documentedyes
Runs where you worknot on record

Runs on api, Web.

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Captorra Intake is ranked #11 of 33 in legal CRM software on The Geeks Club. It runs on API, Web.

Captorra Intake plans and pricing

All plans

Captorra Ready Not published Up to 5 users captorra.com · 4 Oct 2026

Captorra Enterprise Not published Unlimited users captorra.com · 4 Oct 2026

Compared on legal CRM software

E-signatures: Yes
Workflow automation: conditional

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The record

Purpose: Captorra Intake is a legal-industry case intake and lead conversion application for law firms.
Lead follow-up: It sends automatic text or email replies when a prospect appears and regular alerts to prompt follow-up.
Intake scripts: Firms can use basic intake forms or customized scripts with questions tailored to their practice and client criteria.
Phone and texting: Built-in phone and SMS functionality is powered by Twilio and can display the matching contact record on incoming calls.
Lead tracking: The system tracks each prospect’s history, contacts, and milestones, and supports automated workflows.
Custom fields: Firms can opt for unlimited custom fields and configurable user roles.
Turn-down process: Captorra can generate turn-down emails or merge turn-down letters for prospects the firm will not take on.
Integrations: The integrations page lists more than 45 partners, including Microsoft, Twilio, Google, lead providers, call centers, and case management systems.
Zapier: Captorra describes a Zapier integration that posts data into Captorra when a configured trigger initiates an action.
API: Captorra provides an API for vendors to post lead data into a firm's Captorra organization using a JSON POST request.
Analytics: Real-time dashboards and reports can show lead sources, follow-up status, and the cost to retain leads and clients.
E-sign: Captorra offers electronic signing by email, text, or a prospect’s phone, desktop, or mobile device.
Plan limits: The Ready comparison lists a maximum of 5 users and Enterprise lists unlimited users; the page displays no prices.
Platform and access: Captorra Intake is described as web-based and accessible anywhere; the page does not specify operating-system apps.

Where it ranks on The Geeks Club

Best Legal CRM Software in 2026#11 of 33
Best Client Intake Software in 2026#11 of 27
Best Legal Workflow Automation Software in 2026#14 of 23

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Sources

captorra.com/about/· checked 4 Oct 2026
captorra.com/intake-management/· checked 4 Oct 2026
captorra.com/case-management/integrations-partners/· checked 4 Oct 2026
captorra.com/zapier-integration/· checked 4 Oct 2026
captorra.com/captorra-api-posting/· checked 4 Oct 2026
captorra.com/intake-management/roi-management/· checked 4 Oct 2026
captorra.com/intake-management/signing-the-client/· checked 4 Oct 2026
captorra.com/intake-management/comparison/· checked 4 Oct 2026