Lead and Pipeline Management
Track new business leads, manage your intake pipeline, and convert prospects to clients inside HAQQ eFirm.
Lead PipelineTotal: $492K
New8 leads$120K
Contacted5 leads$85K
Qualified3 leads$62K
Proposal2 leads$45K
Converted4 leads$180K
Pipeline Management for Law Firms
NavigateLeads (from left sidebar)
The Leads section tracks every prospective client from first contact to engagement.
- Business development is tracked in the same system as the legal work, so a prospect becomes a client without anything being re-entered.
- Six stages from first contact to signed engagement. Filtering by stage is how you find where the pipeline is stuck.
- Value and probability together give the weighted pipeline. Expected close dates are what turn it into a forecast rather than a guess.
- Converting a lead creates the contact and the matter and carries the history across, once KYC and the conflict check have cleared.
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. |
Lead to Matter Conversion
Lead CreatedNew prospect contacted
KYC CompletedIdentity verified
Conflict ClearNo conflicts found
Matter CreatedEngagement begins
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.
Why Firms Need This
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.