Introducing the Agent Workforce Platform: Live Transfer Inbox, Softphone, SOPs & More
A complete agent-side platform — live transfer inbox, browser softphone with RingCentral, agent SOPs, speed-to-lead dashboards, and outbound callback queues.
Product updates, intake intelligence best practices, and strategies to convert more leads and grow your firm.
The best intake teams don't just capture leads — they work them. We built the complete agent-side platform so no lead falls through after they raise their hand. Live transfer inbox, browser softphone, agent SOPs, speed-to-lead dashboards, and outbound callback queues — all in one place.
Read the full post
A complete agent-side platform — live transfer inbox, browser softphone with RingCentral, agent SOPs, speed-to-lead dashboards, and outbound callback queues.
What legal intake software is, how legal intake services work end-to-end, and what plaintiff firms should look for when evaluating platforms in 2026.
Your contact form is collecting submissions. But is it qualifying leads, scoring cases, or closing retainers? Here are five signs your firm needs more.
Manage referral partners end-to-end and score every lead automatically with AI-powered criteria — two major features now live.
Best practices for attracting referral partners, setting competitive fee structures, and tracking ROI on every referred lead.
A deep dive into how Waypoint's configurable criteria engine evaluates every lead and surfaces the cases most worth your team's time.