Clients and leads pipeline
13 articles
- Contacts: clients and partiesThe firm's record of clients, opposing parties, experts and courts, and how to search and filter it.
- Add a new client or partyHow to add a person or company as a client, opponent or expert, plus the duplicate warning and plan limit.
- Edit and archive a contactHow to edit a contact, and what archiving does to limits and conflict checks.
- Import contacts from a CSV fileMove your clients in from Excel or Google Sheets: column mapping, preview and what gets skipped.
- The contact page: notes, calls, tasks and consentLog a call, note or task on a contact and record data-processing (PDPL) consent.
- Run a conflict-of-interest checkSearch names, IDs, phones and companies across your contacts before taking on a new client, and understand the result.
- The leads pipeline boardEvery directory request, booking or intake response lands on a staged board: New, Contacted, Consultation, Engaged, Lost.
- Add a lead manuallyLog a call, referral or walk-in as a lead, with its source, owner and next action.
- Convert a lead into a client and open a matterWhat "Convert to client" does and how to go on to open a matter.
- Mark a lead as lost and reopen itHow to close a lead that did not go ahead, record the reason, and reopen it later.
- Create an intake form and share its linkBuild a form prospective clients fill in, customise its fields, and share the link by WhatsApp or any channel.
- What happens when a client submits an intake formHow a response becomes a contact, a lead and a notification, where to review responses, and the form's abuse protection.
- Directory requests and bookings: how they become leadsWhen a request or consultation booking from the directory appears in your leads pipeline, and what you see there.
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