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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
Quote - “We had leads coming in, calls going out — but no one could tell what happened next. Everything was in silos.”
The Turning Point
Quote - The Turning Point
Fourfold needed a system that could:
- Automated 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.Fourfold needed a system that could:
- Automated 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 - Heading 2
Quote - 2 - The Telecrm Solution - Heading 2
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.
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 - Heading
Real-time lead capture & Distribution - Block-1
Quote Real-time lead capture & Distribution - Block-1
Content – 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
Quote-2 - 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 has removed internal bias and mande sure every lead, regardless of it;s source, recieved equal attention and follow-up.
Sales form ensure smooth handover
Quote-3 - 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
Quote - Centralized Documentation management
For the legal team, every case involved two key touchpoints- the cilent and the bank. Earlier, keeping track of both was a challenge. But with Telecrm, the process became smooth and structured.
All documents- from ID cards proofs to casde files- can be uploaded and stored directly withon the leads’s profile. No more scattered folders or missing paperwork. Even if a case is redesigned, if a lawyer exists, the next advocate has full contexted to pick up seamlessly.
Campaign Reporting and feedback loop
Quote-5 - 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- something they could never do with thier old system.
360 Manager visibility and performance insights
Block 6 – Content
The Impact: From Manual Chaos to 2.5X Growth shivam
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.
1-2%
20-30$
30%
25-30%
Permission controls 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.
