Leads (Lead Management)
The Leads section focuses on capturing, organizing, and converting potential clients into active cases. Prima.Law separates leads from contacts to keep your pipeline clean, organized, and measurable.
In this category, you’ll learn how to:
- Capture leads using intake forms
- Create and manage leads manually
- Assign and manage lead statuses
- Track consultations and follow-ups
- Convert leads into full contacts and cases
Effective lead management ensures that potential clients are never lost or forgotten. By keeping leads organized and segmented from active clients, your firm can track performance, follow up strategically, and improve conversion rates.
If you want to build a stronger intake pipeline and maintain visibility into your firm’s growth, this section will guide you.