Insolvency Client Intake and Contact Management software
Use Fileassure’s insolvency CRM software to easily onboard and manage clients, creating a strong impression from day one. Benefit from powerful automations that ensure no growth opportunity is missed, helping you and your team stay on top of tasks
Client intake and CRM software for LIT firms
Client Web Application Form
Simplify your application and onboarding processes, saving everyone’s time—including your own
Digital Intake
Never miss a potential client again and understand where your most valuable clients are coming from.
Client Management
Keep your files, contacts and client tasks in one system that seamlessly integrates with Ascend.
Create an easy intake system that saves time for you and your clients
Retain new clients and let the software automate manual tasks.
Schedule consultations with ease
With Fileassure Scheduler, scheduling appointments with any agent, regardless of their office location, is made easy. Send automatic text and email reminders leading up to appointments to prevent costly no-shows.
Bring potential clients in from your website
Never miss a client again. Use Fileassure Digital Intake so that when potential clients reach you from your website, their information shows up automatically in Fileassure, notifying you and creating a task.
Track every client detail and deliver a smooth experience
Turn every client into a good review and more business for your firm.
Save an unlimited amount of client records
Capture important client detail such as name, contact information and estate number and from the client record see all connected cases and documents.
Capture client details from the very first touchpoint
Use Fileassure Digital Intake to capture contact information directly from an online form on your website.
Keep documents and contacts in one place
Easily organize contact details, documents, and communication logs from intake to insolvency discharge.
Manage incoming clients and their files in one organized system
Easily organize contact details and automate the creation of to-do lists, and emails—with visibility across your firm.
Deliver a consistent client intake experience
Ensure that every team member follows your firm’s standardized client intake process with the Fileassure Intake Checklist.
Identify the best channels for growth
Track how new clients discover your firm to identify effective channels and optimize to bring in more revenue.
Move clients through the client intake process efficiently
Make filing information and document gathering a breeze. Leverage modern, easy-to-use technology to make the onboarding process hassle-free.
Use web application forms
Eliminate the need for paper or PDF intake forms for initial consultations. With Fileassure, you can generate a link to a web application form and send it to clients via email; once submitted, their Case information and Documents are automatically captured in Fileassure.
Document request link
Request and collect all required documents on a single platform, and have all returned files automatically organized in the right folders in Fileassure's Document Management system.
Send documents to clients easily
Email files to debtors directly from Fileassure without needing to download files to a desktop and attach them to the email, and easily request electronic signatures via DocuSign with automatic saving in Fileassure.