Through our lead and client management software, eLuminate, we give our clients the opportunity to integrate our system with an account they may have with another third party company. There are several scenarios where one of our potential clients are considering a lead generation service and/or a lead and client management system might want to have the flexibility to integrate with another platform.
Already use a lead and client management software
Although eLuminate is a lead and client management software, that includes 5 free accounts with the purchase of our case leads, some attorneys, advocates, and other professionals choose to maintain their current software. These clients will sometimes opt to have their leads posted directly or manually export to a third party lead and case management software.
Client is interested in Lead Management only
We work with some clients that are only interested in the lead management side of the system because they already have a client management software their office or firm has purchased and are accustom to use. In instances such as this, they can utilize the lead management side of the system and then manually export the lead into their case management system or spreadsheet of their choice.
Client is interested in hiring a calling service
Some clients are interested in hiring a third party calling service to help them with their intake process. Therefore, they would like the leads directly posted on the calling service’s system. If you’d like to learn more about internet lead follow up and how a third party lead calling service can increase your return-on-investment (ROI), feel free to review our third party lead calling services page on our website.
Client purchases leads from another lead generation provider
Whether our client purchases legal case leads or only uses our eLuminate as their lead and client management software, they might choose to purchase leads from a third party lead generation company. If clients prefer to use eLuminate as their primary lead and client management software, just as we can post legal case leads directly to a third party lead and client management software, a third party lead generation company can post their leads directly into eLuminate.
In the past, we have integrated with the following third party companies:
- Inside Sales
- Zoho CRM
- Legal Intake Professionals
- And more!
This list of companies is not all compassing to those we can integrate with. Typically, we will have our clients connect us with their third party account representative. If at any time anything changes, the eLuminate and third party company integration can be removed at any given time.
If you’d like to learn more about how your office or firm can customize the eLuminate system to your needs, feel free to contact us here.