Captorra Partners with AssureSign for Microsoft Dynamics CRM Integration; Enables Captorra’s Customers to Close on First Call


Customer Profile
Captorra is the legal industry’s leading case intake software solution. Captorra is used by bankruptcy, consumer, family, personal injury and mass tort legal practices across the United States. Captorra’s technology enables law firms to expedite the client intake process, making it easy to collect critical client and case information from inside the office or via the use of any mobile device.


When deploying the Captorra product, the company’s product team knew that they needed an electronic signature solution that would be easy for their law firm customers to use and shorten their lead close times. The e-sign solution also needed to integrate with their underlying Microsoft Dynamics CRM. Electronic signature capability is critical to the overall Captorra product because the software’s law firm users need to be able to have enforceable documentation throughout the client intake process and, due to the competitive nature of the industry, firms needed to be able to close client/case leads quickly.

Initially, Captorra selected DocuSign. However, in short order, Captorra discovered that DocuSign’s lack of an out-of-the-box integration with Microsoft Dynamics CRM was a major limitation. Attempts to co-develop became too much of a hassle, leading Captorra’s product team to restart the search for an electronic signature partner.


In 2013, Captorra chose AssureSign as its electronic signature partner due to its integration readiness and AssureSign’s superior customer service team. Unlike others in the industry, AssureSign offered an out-of-the-box integration with Microsoft Dynamics CRM, making it easy for Captorra to employ. Integrating AssureSign into Captorra allowed Captorra’s law firm users to close deals with new clients in a matter of minutes, rather than two to three days. Additionally, AssureSign’s innovative team of engineers deployed product enhancements as Captorra suggested new features to the product team, furthering the two’s partnership.


Today, with e-sign capabilities, Captorra’s users have cut new clients/cases’ on-boarding time from days to a matter of minutes. Additionally, Captorra user firms previously reported monthly shipping costs of upwards of $4K; those same firms have reduced shipping expenses to roughly $400 per month, on average. In terms of software sales, Captorra attributes e-sign capabilities to well over half of their software purchases, as immediate signing capability is a key competitive advantage in the hyper saturated legal sector. In partnering with AssureSign, Captorra’s team is empowered to introduce, qualify and close leads in a single phone call for the first time.