Convert a lead into a client and open a matter

When a prospective client agrees to engage you, convert their lead into a client.

Steps

1. Open the lead from Leads.
2. It is best to run a conflict check first.
3. Press Convert to client.

You see Converted to client with an Open client record link.

What exactly happens

• A client record (role Client) is created from the lead's details, with the lead's source, and the summary is copied into its notes.
• If a client with the same mobile (or email) already exists, no duplicate is created; the lead is linked to the existing record.
• The lead is linked to the client and moves to the Engaged stage.
• If the lead is already linked to a client you see "This lead is already linked to a client."

Next: open the matter

Open Matters, press New matter, and search for the client in the Client field. See Open a new matter.

Why did the conversion fail?

On the Free plan, creating the new client may be refused at the 25-contact limit, with a plan-limit message. Archive old records or upgrade.