The First Leads Relationship Manager Built for Bankruptcy Firms

Ascend’s LRM gives you full control over your lead sources, from how leads are handled to how budget is allocated — all in one system built for bankruptcy firms.

Know what’s working. Automate what isn’t. Scale what converts.

  • Manage and control every lead source in one place
  • Automatically text and email based on lead source
  • Scale or throttle spend based on real performance
  • Seamlessly integrate with Clio, Fresh Start, NextChapter, and more

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Who Ascend LRM is built for

  • Firms managing leads from multiple sources (ads, affiliates, referrals)
  • Firms that want personalized communication based on where a lead comes from
  • Firms tired of generic, one-size-fits-all follow-up
  • Firms that want to automate outreach without losing the human touch
  • Firms using Clio, NextChapter, Fresh Start, or similar tools
  • Recover value by selling unworked or low-fit leads directly from your dashboard

Built to Control and Scale Your Lead Sources

Ascend’s LRM was built to give bankruptcy firms full control over where leads come from, how they’re handled, and how budget is allocated — all in one system.

Source-Level Lead Management

Track performance by lead source, control routing logic, and manage every channel in one place, from affiliates to paid campaigns.

Automated Engagement by Source

Automatically text and email leads based on where they came from, with custom logic that maximizes contact and conversion rates.

Smart Spend & Software Integration

Throttle spend based on performance and seamlessly sync leads into tools like Clio, Fresh Start, and NextChapter to keep your workflow moving.

From Lead Source to Signed Client

Connect. Automate. Optimize. Scale.

  • Connect all your lead sources in one place
  • Set rules for how each source is handled and routed
  • Automatically trigger calls, texts, and emails instantly
  • Track performance and optimize conversion by source
  • Scale or throttle spend based on real results

Before vs After Ascend LRM

Without Ascend LRM

Manual. Generic. Reactive.

  • Leads scattered across platforms
  • Generic or inconsistent follow-up
  • No visibility into which sources actually convert
  • Wasted ad spend on underperforming sources
  • Delayed or missed outreach

With Ascend LRM

Automated. Personalized. Optimized.

  • All lead sources managed in one system
  • Personalized texts, emails, and calls based on lead source
  • Instant, automated first-touch engagement
  • Clear performance by source
  • Scale what works. Cut what doesn’t

"We are focused on using technology to help bankruptcy attorneys manage leads and clients." -Ben Tejes, CEO

Turn Unused Leads Into Revenue

Not every lead is a fit. Instead of letting them go to waste, Ascend lets you instantly flag and sell unworked or low-fit leads directly from your dashboard.

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