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Captorra Intake

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What Captorra Intake is

Captorra Intake is a case intake and lead conversion application for law firms, available on the web and through an API. It can send prospects automatic text or email replies and issue recurring alerts to staff for follow-up. Firms can choose basic intake forms or create scripts with questions suited to their practice and client criteria. Built-in phone and SMS tools, powered by Twilio, can show a matching contact record when a call arrives. Captorra tracks prospect histories, contacts, and milestones, with support for automated workflows, configurable user roles, and optional unlimited custom fields. It can prepare turn-down emails or merge letters for prospects a firm declines. Real-time dashboards and reports cover lead sources, follow-up status, and the cost to retain leads and clients. Electronic signing is available through email, text, or a prospect’s phone, desktop, or mobile device. The integrations page lists more than 45 partners. Pricing is on request; Ready supports up to 5 users, while Enterprise lists unlimited users.

Who it suits

Captorra Intake suits law firms that need to manage prospect intake, follow-up, and lead conversion. It may fit firms looking for configurable intake scripts, lead tracking, and e-signing.

What it does well

  • Automatic text or email replies and follow-up alerts
  • Tracks prospect histories, contacts, and milestones
  • More than 45 listed integration partners
  • Electronic signing by email, text, or device

What to know first

  • Pricing is available on request
  • Ready is limited to 5 users
  • No operating-system apps are specified

Limits

Captorra Ready supports up to five users. Enterprise lists unlimited users; neither plan has a listed price.

Plans

PlanBilled and limitsPrice
Basicper month$200 a month
Captorra ReadyUp to 5 usersOn request
Captorra EnterpriseUnlimited usersOn request

As captorra.com lists them, read 15 Oct 2026. The maker's own page has the final word.

Getting started

  1. Visit the Captorra website.
  2. Use the web-based service, which is described as accessible anywhere.
  3. Choose Captorra Ready for up to five users or Captorra Enterprise for unlimited users.
  4. Contact Captorra for pricing and customer support details.
  5. Configure intake forms or customized scripts for the firm's practice and client criteria.

Verdict

Captorra Intake brings lead response, intake, tracking, and reporting into a web-based application for law firms. Firms should confirm pricing and plan limits before choosing between Ready and Enterprise.

Questions

How much does Captorra Intake cost?

Pricing is available on request. The page lists Ready and Enterprise without prices.

Is there a free plan?

The pricing model is paid; no free plan is listed.

Which platforms does Captorra Intake support?

It is described as web-based and accessible anywhere, with API access also listed. The page does not specify operating-system apps.

How many users can each plan have?

Ready supports up to five users. Enterprise supports unlimited users.

Does Captorra Intake support e-signatures and workflow automation?

Yes. E-signatures are available, and workflow automation is conditional.

What integrations are available?

Captorra lists more than 45 partners, including Microsoft, Twilio, Google, lead providers, call centers, and case management systems. It also describes a Zapier integration and an API for posting lead data.

Facts from Captorra Intake's own pages

Analytics
Real-time dashboards and reports can show lead sources, follow-up status, and the cost to retain leads and clients. · captorra.com, 4 Oct 2026
API
Captorra provides an API for vendors to post lead data into a firm's Captorra organization using a JSON POST request. · captorra.com, 4 Oct 2026
API fields
The lead API documents identity, contact, address, case-type, marketing and tracking fields with type and length constraints. · captorra.com, 15 Oct 2026
Call-tracking API
A separate JSON POST endpoint accepts caller, campaign, date and custom tracking fields and links them to an intake. · captorra.com, 15 Oct 2026
Company headquarters
LinkedIn lists headquarters at 137 Johnson Ferry Road, Suite 2240, Atlanta, Georgia 30068. · linkedin.com, 15 Oct 2026
Company type and size
LinkedIn lists Captorra as privately held with 11–50 employees in software development. · linkedin.com, 15 Oct 2026
Conversion claim
The vendor claims repeated follow-up increases new clients by an average of 27%. · captorra.com, 15 Oct 2026
Custom fields
The product supports unlimited custom fields and configurable user roles. · captorra.com, 15 Oct 2026
Document management
The system manages engagement letters, contracts, medical records and other client documents. · getapp.com, 15 Oct 2026
Electronic signatures
Captorra supports electronic signatures and can assemble physical sign-up packages when paper signatures are needed. · getapp.com, 15 Oct 2026
E-sign
Captorra offers electronic signing by email, text, or a prospect’s phone, desktop, or mobile device. · captorra.com, 4 Oct 2026
Intake scripts
Firms can use best-practice or customized intake scripts with conditional questions. · captorra.com, 15 Oct 2026
Integrations
The vendor lists more than 45 partners, including Microsoft, Twilio, Google, Needles, Filevine, ProLaw, SmartAdvocate, Gmail, Outlook and Microsoft Teams. · captorra.com, 15 Oct 2026
Lead follow-up
It sends automatic text or email replies when a prospect appears and regular alerts to prompt follow-up. · captorra.com, 4 Oct 2026
Lead-provider integration
Captorra says lead providers can post leads through its API and lists providers such as Martindale-Nolo, LawInfo, Thumbtack and eLocal. · captorra.com, 15 Oct 2026
Lead response
It sends automatic text or email replies when prospects enter the system and creates follow-up alerts. · captorra.com, 15 Oct 2026
Lead tracking
The system tracks each prospect’s history, contacts, and milestones, and supports automated workflows. · captorra.com, 4 Oct 2026
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. · g2.com, 15 Oct 2026
Limit: stability and extensibility
A G2 reviewer reported freezing or lagging, limited built-in functionality and API/customization options that were not openly available. · g2.com, 15 Oct 2026
Limit: usability and search
A 2026 G2 reviewer said the product works for client-file management but needs a friendlier interface and stronger search. · g2.com, 15 Oct 2026
Maker legal name
The site footer identifies the operator as MH Sub I, LLC doing business as Internet Brands. · captorra.com, 15 Oct 2026
Parent organization
Captorra identifies itself as part of the Martindale-Avvo legal network. · captorra.com, 15 Oct 2026
Phone and texting
Built-in calling and SMS are powered by Twilio and can display a matching contact record for incoming calls. · captorra.com, 15 Oct 2026
Plan limits
The Ready comparison lists a maximum of 5 users and Enterprise lists unlimited users; the page displays no prices. · captorra.com, 4 Oct 2026

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