Talk it through
Tell us your market and your competitors and we will show you what this looks like for your firm before you commit to anything.
What's included
- Discovery of your current systems and data flow
- Form-to-record integration with field mapping
- Lead routing by service line, geography or producer
- Source and campaign attribution passed through to the record
- Automated acknowledgement to the prospect on submission
- Calendar and scheduling integration
- Payment platform connection where applicable
- Error monitoring so failed submissions surface immediately
How this works in your industry
The mechanics are the same. What changes is the vocabulary, the compliance posture and what counts as a conversion.
- Insurance Integration with agency management systems including HawkSoft, Applied Epic, EZLynx and AMS360, plus comparative rater handoff where supported.
- Construction Connection to estimating and project platforms, bid request routing by trade, and lead assignment by service area.
- Legal Case management integration with platforms like Clio and MyCase, with conflict-check fields captured at intake and matter creation on qualification.
Related services
- Website sales tools What collects the lead.
- Analytics Attribution through to closed business.
Common questions
We work with what it has structured email parsing, file import, or a middleware layer. It is less elegant and it still beats manual retyping. We will be straight with you about the limitations.
We do, as part of the ongoing engagement, including monitoring so a silent failure does not cost you a week of leads.
Ready to see where you stand?
We start every engagement with a visibility and exposure audit of your firm, your competitors, and the search results your buyers actually see.