Intaker v2.0: The Client Conversion Liftoff

About the featured photo: SpaceX Falcon Heavy rocket Lifting off from Launch Complex 39A at NASA’s Kennedy Space Center in Florida on Thursday, April 11, 2019. Photo Credits: SpaceX

Introducing Intaker v2.0: The Liftoff

Intaker is a few months old now, and we are so excited to announce the most significant update since product launch in February 2019. This naming is due to one goal we had in mind when picking features for this release, and that was lifting off client conversion for your firm!

Liftoff – noun – lift·​off | \ ˈlift-ˌȯf  

a vertical takeoff by an aircraft or a rocket vehicle or missile

Now let’s go ahead and explain the new features in Intaker v2.0, The Liftoff.

  • All New Analytics Tab

Schedule a Free 20 Minutes Demo of Intaker v2.0: THE LIFTOFF

The first step to making sure your advertising budget is being invested in an effective way is using analytics to visualize results. When you go to your Analytics tab you can pick a date range and see:

  1. Total number of conversations
  2. Qualified clients
  3. Number of dialogs
  4. What sources of visitors are performing better than others
  5. Which practice areas are being called by visitors the most

We are adding more and more ways to use data illustrations to help you make sense of your advertising effectiveness. We can’t wait to hear your ideas at support@intaker.co

  • Zapier Integration

Schedule a Free 20 Minutes Demo of Intaker v2.0: THE LIFTOFF

Connect your Intaker with 1500+ other apps or services. From Mailchimp to All kind of CRM and beyond. You can seamlessly transfer your data from Intaker to your Favorite tools without any coding or fancy technical integration. Contact support at support@intaker.co if you need an invitation to Intaker-Zapier Integration.

  • New Feature: Ask for Contact Information First

Schedule a Free 20 Minutes Demo of Intaker v2.0: THE LIFTOFF

Preferences > Client Communication > Ask for Contact Information First – ON/OFF.

As the name is self-explanatory, when this feature is one, Intaker asks for contact information before asking questions about the client’s matter. We highly recommend you to keep this feature on as it incredibly improves the number of contact information captured by Intaker

  • New Feature: Request a Callback

Schedule a Free 20 Minutes Demo of Intaker v2.0: THE LIFTOFF

Preferences > Client Communication > Ask for Contact Information First – ON/OFF.

After the initial engagement of your prospective clients, Intaker gives them the option to request a callback without the need to finish the conversation. Again, we strongly recommend you keep this new feature ON at all times.

  • New Feature: Team Management

Schedule a Free 20 Minutes Demo of Intaker v2.0: THE LIFTOFF

Dashboard > Control Menu (top right corner) > Settings > Team Member(s)

  1. Partner accounts: Partners can have their own Intaker with separate practice areas and settings. They can also deploy their Intakers on separate web pages. However, every client qualified on a partner account shows up on everyone’s Clients Tab in your firm. You can also use a partner account for highly targeted advertising for a specific practice area. Contact support@Intaker.co if you’d like to learn more.
  2. Assistant accounts: Give permission to your assistant, paralegal, or office admin to access your Clients Tab without having access to your settings.
  • All New Home Tab

Schedule a Free 20 Minutes Demo of Intaker v2.0: THE LIFTOFF

Quickly learn how many clients Intaker has qualified for your firm so far and how many hours you’ve saved with Intaker! You can also see recommendations by Intaker Team to improve achieve better results and read the latest blogs written by our team!

Once again, we would like to thank you for the opportunity you’ve given our team to serve you and your firm. We do NOT take this chance for granted. Please share with us your thoughts on Intaker Liftoff by dropping us a line at support@intaker.co.

Thank you!

Schedule a Free 20 Minutes Demo of Intaker v2.0: THE LIFTOFF

Co-founder of Intaker

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