Managing Leads

Managing Leads

Leads captured by the intake chatbot (see Using the Intake Chatbot) appear in your Leads inbox for review.

Lead Statuses

Each lead has a status that reflects where it is in your pipeline:

• New — Just captured, awaiting review.
• Contacted — You've reached out to the prospect.
• Qualified — Confirmed as a genuine prospective client.
• Disqualified — Not a fit for your firm (spam, out of scope, etc.).

Reviewing Leads

1. Navigate to Leads from the sidebar.
2. Click on a lead to view the full intake transcript — this includes the prospect's name, contact details, matter type, urgency, and description.
3. All lead data is encrypted at rest and only decrypted when you view it.

Converting a Lead to a Matter

1. Open the lead and click Convert to Matter.
2. The client details and intake notes are carried over automatically.
3. A new matter is created and the lead status is updated.

See Creating Your First Matter for what to do next.

Disqualifying a Lead

If a lead isn't a fit, mark it as Disqualified. The record is preserved for audit purposes but moves out of your active inbox.

Tips

• Review leads within 24 hours for the best conversion rate.
• Use the Contacted status to track leads you've reached out to but haven't confirmed yet.
• The leads inbox respects your firm's data encryption — only authorised team members can view lead details.