Lead and Case Management

Getting new cases and leads is great but how do you manage, store, access and distribute those leads?

How do you track the cases youve sent out to other firms and effectively manage your data?/

WLG can help you streamline your lead management and distribution as well as help you create a highly effective case management system.

With WLGs LeadTrakr web-based software you can:
  • Direct all of your leads to one central location
  • Edit and modify lead data
  • Make notes and maintain a history of your leads
  • Distribute your leads to multiple sources
  • Set up custom channels for your clients
  • Access your leads anywhere you have Internet Access
  • Send cases and leads to partner firms

    • Our software also comes with a co-counsel component which allows your partner firms to login in to see cases you have sent to them and allows them to interact with your through an easy to use online interface for effective case referral management.



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