The Leads section tracks every prospective client from first contact to engagement.
Lead Pipeline Stages
| Stage | Description |
|---|---|
| New Leads | Just entered the pipeline. No contact made yet. |
| Contacted Leads | Initial outreach completed. |
| Qualified Leads | Confirmed as a genuine opportunity. |
| Proposal/Negotiation | Engagement terms being discussed. |
| Converted Leads | Signed engagement. Lead becomes a matter. |
| Lost/Disqualified | Did not convert. Reason documented. |
Lead Fields
| Field | Description |
|---|---|
| Title | Descriptive name for the opportunity. |
| Contact | Linked to an existing or new contact. |
| Organization | The company or entity. |
| Currency & Value | Estimated value of the engagement. |
| Pipeline Stage | Current stage with colored badges. |
| Assigned Team Member | Who is responsible for follow-up. |
| Notes | Context, meeting notes, next steps. |
Scenario
Converting a qualified lead to a client matter
A potential M&A client has signed the engagement letter and you need to convert the lead.
Steps
Open the lead > update stage to "Converted" > complete KYC compliance forms > run conflict check > click "Convert to Matter" > select or create Contact > fill in matter details > save.
Result: Clean handoff from business development to active legal work. The lead record shows the full journey from first contact to conversion.
See how many prospects are in each stage. Know the total potential value of your pipeline. Identify bottlenecks in your conversion process. Hold team members accountable for follow-ups. Measure conversion rates over time. Filter by stage, value, assigned member, or date. Export for reporting.
Summary
Track every prospect from first contact to signed engagement - with stages, values, and a clean conversion path to Contact + Matter.