A smarter way to manage bankruptcy leads from first touch to signed consultation.
The LRM helps bankruptcy firms organize new leads, automate follow-up, track communication, and understand which sources are actually producing value.
Leads are expensive. Speed, consistency, and follow-up matter. The Lead Relationship Manager gives your team a simple system for calling, automatically texting, automatically emailing, routing, and measuring every opportunity.
Built around the full lead journey.
The LRM is designed to help bankruptcy firms stay organized from the moment a lead comes in until the lead is contacted, automatically followed up with, scheduled, or marked as no contact.
Centralized communication lists
See who needs a phone call, who received texts, who was emailed, and which leads still need attention.
Automated follow-up campaigns
Create call, text, and email sequences where texts and emails can be sent automatically based on timing and campaign rules.
Lead source analytics
Track lead cost, conversion rate, dispute rate, no-contact rate, cases, and revenue by source.
Template management
Edit reusable text and email templates so automatic outreach stays consistent, professional, and easy to manage.
Integrations
Receive leads from multiple sources and send qualified opportunities into your bankruptcy software or intake workflow.
Cleaner intake operations
Give your team one place to see what needs to happen next, instead of relying on spreadsheets, inboxes, and memory.
Know exactly who needs a call, text, or email.
New bankruptcy leads can go cold quickly. The communication list keeps follow-up visible so your team knows which leads are waiting, which attempts have already happened, and which channel should be used next.
- ✓View phone, text, and email follow-up in one organized area.
- ✓Track call attempts and waiting time so urgent leads do not get buried.
- ✓See automated text and email touchpoints alongside manual call tasks.
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See which leads need phone follow-up without covering the screenshot.
Prioritize leads that have been waiting the longest.
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Review sent texts and recent follow-up activity.
See who is still active in the sequence.
Keep conversations moving after the first touch.
Not every consumer answers the phone right away. The LRM can automatically send text and email follow-up based on the campaign sequence you create, helping your firm stay in front of leads without manually remembering every touchpoint.
- ✓Automatically send text messages after defined wait periods.
- ✓Automatically send email follow-up using saved templates.
- ✓Reduce missed opportunities from leads who do not answer the first call.
Create structured follow-up campaigns.
The campaign manager controls what happens after a new lead enters the system. Your firm can define the order of calls, automated texts, automated emails, wait times, send windows, and weekend rules.
- ✓Automatically send texts and emails after defined wait periods.
- ✓Control when outreach is allowed to send so leads are contacted at appropriate times.
- ✓Build a repeatable follow-up process instead of relying on manual reminders.
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Limit automated outreach to approved hours.
Trigger SMS follow-up automatically.
Send saved templates without manual work.
A better workflow for bankruptcy lead intake.
Instead of manually remembering which lead needs what, the LRM helps your intake team follow a consistent process with automated text and email support.
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Personalize templates with lead and firm details.
Control the exact text or email copy sent automatically.
Standardize your automatic texts and emails.
The template editor helps your firm create reusable messages for automatic outreach moments, including first-touch follow-up, consultation reminders, and re-engagement.
- ✓Use merge fields for lead names, firm names, user details, and contact information.
- ✓Edit email subjects, body copy, and reusable template names.
- ✓Keep automatic messaging professional and consistent across your intake team.
Bring leads in and send them where they need to go.
The LRM is designed to sit between your lead sources and your bankruptcy intake process, helping your team manage the relationship before and after the first touch.
- ✓Receive leads from multiple sources in one organized system.
- ✓Connect lead sources like organic search, website forms, ads, referrals, and campaigns.
- ✓Send qualified leads toward your bankruptcy software or case management workflow.
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Receive leads from ads, forms, referrals, and other sources.
Send leads toward bankruptcy software or intake workflows.
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Compare cost per lead against revenue performance.
Track disputes, no-contact rate, cases, and conversion.
See which lead sources are worth it.
The LRM analytics view gives your firm a clearer picture of lead source performance. Instead of only looking at volume, you can compare cost, conversion quality, no-contact rate, disputes, cases, and revenue.
- ✓Track average cost per lead and average revenue per lead.
- ✓Compare performance by lead source over a selected date range.
- ✓Identify sources that create real consultations, not just form fills.
Everything your team needs to manage the lead relationship.
The LRM combines communication queues, automated campaigns, templates, integrations, and analytics into one practical system for bankruptcy lead intake.
Phone follow-up
Prioritize calls, see who is waiting, and help your intake team respond faster.
Automated text follow-up
Send text follow-up automatically through campaign rules and keep outbound activity organized.
Campaign management
Build structured sequences with calls, automated texts, automated emails, wait conditions, and contact windows.
Performance analytics
Measure the lead sources that produce meaningful opportunities for your firm.
Ready to manage bankruptcy leads with less chaos?
The LRM helps your firm respond faster, automatically follow up more consistently, and understand which lead sources are actually creating value.
Built for bankruptcy lead intake, automated follow-up, and lead source performance tracking.
Common questions.
A few quick answers about the Lead Relationship Manager.
What is the LRM?
The LRM stands for Lead Relationship Manager. It is designed to help bankruptcy firms manage lead communication, automated campaign follow-up, integrations, templates, and performance tracking.
Are texts and emails sent automatically?
Yes. Campaigns can be configured so text messages and emails are sent automatically after defined wait periods, within allowed send windows, and using the templates selected for that campaign.
Is this only for bankruptcy law firms?
The LRM is built around bankruptcy lead intake and follow-up, so the workflows, language, and reporting are designed for consumer bankruptcy firms.
What channels does it help manage?
The LRM can organize phone, text, and email follow-up so intake teams have a clearer view of what needs to happen next.
Can it help with lead source tracking?
Yes. The analytics view is designed to compare lead sources by metrics like cost per lead, conversion rate, dispute rate, no-contact rate, cases, and revenue.
How do I get started?
Use the Get Started button to contact the team and learn more about whether the LRM is a good fit for your firm.