Lead Management Services

In support of our case lead generation services for lawyers and advocacy firms, eGenerationMarketing offers all of our clients access to a growing number of lead management software products that are available through our online Lead Management Portal.

These products are designed to streamline the intake process, minimize follow-up times, and increase the number of our leads that your firm will retain as cases.

Features currently available within the Lead Management Portal enable clients to:

  • Monitor, Track, Manage, and Convert Intakes
  • Email Leads
  • Import and Manage Intakes from Other In-House or Third-Party Marketing Sources
  • Automatically Generate Lead Information in Standard SSA Documents
  • Auto-fill Custom Form Letters or New-Client Retention Packet
  • Export Intakes to Case Management Software
  • Generate Custom Fields and Reports
  • Enhance Reports with Bar Charts, Pie Charts, and Summary Tables
  • Sign Documents Electronically via Adobe EchoSign
  • Add Time-Stamped Notes to Assist Lead Follow-Up
  • Create Reports or Lead Lists in Microsoft Excel

For specific questions about these or other features of our Lead Management Portal, or if you would simply like more information about how eGenerationMarketing can streamline your intake process and help your firm retain more cases, contact us today at (617) 800-0089 or support@egenerationmarketing.com.

At eGenerationMarketing, our development team is continually working to update and improve the lead management functionality contained in our Portal. We encourage our clients to explore its features, and welcome any feedback or suggestions for future improvement.

By offering these lead management products, our hope is that eGenerationMarketing can not only give your firm access to the thousands of people across the internet actively interested in pursuing a Social Security Disability, Personal Injury, or Workers' Compensation cases, but also provide you with the necessary tools to successfully convert these potential cases into new clients.

For more information about our Lead Management Portal, or our online lead generation services, contact eGenerationMarketing today.