Captorra is a software solution designed specifically for law firms to streamline and enhance their lead intake and conversion processes. It offers comprehensive features for capturing, tracking, and managing leads, including lead scoring, automated workflows, and integrations with other software systems. Captorra helps law firms increase their efficiency and maximize their potential client conversions.
The integration needs to be connected in Neos before Captorra can access your firm's API.
NOTE: Your firm must already have one of their offered services before activating the integration in Neos.
Contact Captorra to request a demo and pricing information.
To connect your firm's Captorra integration:
In Neos, navigate to Settings (on the left navigation pane) and click the Integrations button.
Select the Captorra tab.
Use the Staff field to select the Neos user email address that should be used to enable the Captorra integration.
NOTE: For security purposes, Neos recommends an integration-specific staff be created for enabling each integration (e.g., "Captorra Integration") and given the proper permissions. Add the following details to the Staff Profile for this integration-specific staff:
Full Name, e.g., "Captorra Integration"
Staff Code, e.g., "Captorra"
Job Title – Create a job title, e.g., "Integrations" in the Job Title Mini Directory that can be selected for this required field.
Time Zone, as applicable to your firm
First Name, e.g., "Captorra"
Last Name, e.g., "Integration"
Active – checked
Email Address, e.g., "[email protected]"
Password – meet minimum qualifications
Since the entered email address does not need to be connected to an Office 365 account, it is recommended to enter a dummy email address, such as "[email protected]". Once the integration-specific staff has been added, you must refresh Neos to see that staff in the "Email address to connect to" dropdown. Using this configuration, the integration-specific staff will not count towards your firm's billable users.
To limit the necessary permissions required for this integration, creating a separate integration-specific staff for each integration at your firm is recommended.
The Captorra Integration user should have full administrator permissions (enabled, add, modify, and delete) to General > Interfaces and Intakes (My and Others').
4. Click the Activate button.
5. When complete, the connected email of the selected staff will display.
The connected email can be disconnected by clicking the Disable button.
Once the integration is activated successfully, Captorra will have access to your Intakes in Neos. Captorra will map to your existing Intake fields from the Intake Layout Manager. Intakes imported to Neos from Captorra will display in Browse Intakes.
For questions using Captorra, contact their customer support at [email protected] or 855-464-6825.