Eclipse launches new prospect capture and client onboarding solution
Eclipse Legal Systems has launched a new prospect capture and client onboarding solution called Eclipse Capture to help ensure potential clients don’t slip through the net.
Created using the latest Microsoft software stack, Capture integrates with Eclipse’s ‘Proclaim’ case and practice management system but is also available standalone for firms using other technologies. Capture can be implemented as a browser-based tool or located on-premise, and provides a suite of inception tools including:
– Controlled data capture of initial client enquiries, either via automated import from a third party or manually by case handlers
– Conflict checking and historical searching to rapidly view past behaviours and contacts
– Management of ongoing communications and information gathering during the ‘prospect’ stage
– Final collation of relevant data, enabling the creation of a ‘live’ case by a one-click process
Eclipse’s technical director, Mick Thompson (pictured) said: “The way law firms are engaging with their clients is changing – and there is a growing realisation that how initial enquiries are handled is of utmost importance. Given increasing competitive pressures, every new enquiry must be managed carefully and with proper processes, to maximise the chance of converting every prospect into a paying client.
“Capture provides a dedicated platform to manage enquiry capture and onboarding, ensuring that potential clients do not slip through the net.”
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