Lead Management and Client Intake

January 30, 2017 no comments

Lead Management and Client Intake


I believe that having an internal lead management and client intake feature would be extremely helpful in organizing contact information and potential cases. Is this a feature that is in the pipeline?

Esther Peralta answered
    Esther Peralta

    Hi Crystal,

    Thank you for your feedback. Our developers are always working on various types of improvements for CosmoLex. Would you be able to provide me with your firm name and contact information, so that I may submit this request on your behalf? Or, you can email our support team with the information instead, at support@cosmolex .com.

    Thank you!


    Esther Peralta answered