GrowPath Review

User-friendly Dashboards

GrowPath dashboards are user-friendly. It highlights the important, real-time information about your entire caseloads such as the total number of cases,  case types and status, overdue items, and more. The pieces of information available are displayed in a list so it’s neat and easy to understand.

Simplified Intake Forms

GrowPath offers intake forms, which simplify the collection of potential client information. The platform also comes with advanced features such as built-in conflict checks and address verification to help your team easily check the accuracy of the provided information. The questionnaires are customizable so you can ask the right questions. 

Instant Discovery of Qualified Leads

GrowPath makes it easy to determine which case has the most potential, thanks to its Lead Scoring Algorithm. This built-in scoring system instantly identifies and prioritizes targeted leads, avoiding delays, and worse loss of potential clients.

Streamlined, Single-Click Communication

With GrowPath, you can send text messages, emails, and even make a call directly from the platform with a single click. It’s fast and you don’t need to spend time searching for someone’s contact information. The communication is also documented. The platform automatically captures and record attachments as well as your conversations with your client for easy search and for future reference.  What’s more, the platform allows you to easily transfer all communications stored in the intake records to the case files so double data entry can be avoided.

Intuitive Document Management

GrowPath makes document management easy. You can store all case-related documents in the app and access them directly from the case file. When creating documents, the platform automatically populates key fields so you don’t have to. If you need to add new documents, you can simply drag and drop them on the platform. You can also add and save links such as social media account links in the file panel. And since the solution is cloud-based, you can access your documents anytime, anywhere.

Intelligent Reminders

Reminders come handy whenever your memory fails you. With GrowPath, you’ll get an intelligent reminder feature so you don’t forget about a task. But what’s unique about this feature is that it only appears on your to-do list when you need them. And when there are incomplete reminders related to a closed case,  the app automatically removes them so you can keep your reminder list clean with less effort.

Powerful Analytical Tools and Reports

GrowPath also offers tools for monitoring your business and acquiring information valuable to decision making. There is marketing analytics that can provide you with valuable insights into marketing spend by the time of day, source, and specific geographic location. Business intelligence analytics are also available to help you better understand your firm’s performance.