Before Telecrm, managing our leads and cases was chaotic and inefficient. Manual processes slowed us down and hurt our revenue.
Fourfold Legal is a specialised legal consultancy focused on helping individuals resolve loan repayment issues. From initial consultation to legal resolution, it demands clarity, timely responses, and zero miscommunication.
But all of that was being compromised, because every query was being managed manually through Excel sheets.
Where things started breaking
The Turning point
We realised that the leads weren’t the problem. The lack of visibility was. We had no idea what was working and what wasn’t.
Fourfold needed a system that could:
- Automate the manual tasks like lead transfer and distribution
- Have entire lead management at one place.
- Hide lead sources from the callers.
- In-depth calls and campaign reports.
The Telecrm solution
Fourfolds Legal implemented Telecrm by creating two custom workspaces
- Calling Team Workspace to handle lead qualification and initial fee collection.
- Legal Team Workspace to manage post- qualification processes and legal consultations.
Here’s what changed
Real-time lead capture & distribution
Lead sources were directly integrated with Telecrm, no manual downloads needed. Leads were automatically assigned to calling agents based on load amounts and case value. what took hours of sorting in Excel now happened in seconds.
Permission templates to eliminate lead bias
Using permission templates in Telecm, Fourfold ensured that lead sources are hidden from calling agents, only decision-makers can view campaign-level data.
This removed internal bias and made sure every lead, regardless of it’s source, recieved equal attention and follow-up.
Sales form ensure smooth handover
Once a lead is qualified and payment is collected, it’s automatically transferred to the legal team’s workspace – along with a filled sales form that includes all important details. From client information to case type and initial conversations, everything is captured in one place.
This means the legal team doesn’t have to chase down context or ask the client to repeat anything. They get a clear picture from the start and can jump straight into action.
Centralized documentation management
For the legal team, every case involved two key touchpoints — the client and the bank. Earlier, keeping track of both was a challenge. But with Telecrm, the process became smooth and structured.
What made the biggest difference?
All documents from ID proofs to case files can be uploaded and stored directly within the lead profile. No more scattered folders or missing paperwork. Even if a case is reassigned, Even if a lawyer exits, the next advocate has full context to pick up seamlessly.
Campaign reporting and feedback loop
With Telecrm the makreting team could now see
- which campaign genereted what kind of leads
- how each campaign performed in terms of conversions
- what happened post- lead – where it dropped and why
This feedback helped them refine targeting, budget allocation, and Ad creatives.
360 Manager visibility and performance insights
Managers have a complete, top-down view of every lead flowing through the system — from the moment it’s captured to final resolution. They can see what happened at each stage, track follow-ups, and monitor lead progression in real time. Alongside this, they get detailed performance reports on both callers and advocates — making it easy to identify gaps, measure effectiveness, and drive accountability across teams.
The impact: From manual Chaos to 2.5X Growth
Fourfold Legal has seen a dramatic transformation in both efficiency and revenue. Manual downloads, scattered documents, and lead confusion were replaced with real-time automation, structured handovers, and complete visibility.
3x
Permission template removed lead bias, automated handovers improved coordination, and performance tracking gave managers complete visibility into how callers and advocates were working. Teams are aligned, decisions are data-backed, and nothing slips through the cracks.
