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Intake Pipeline
Manage leads from initial inquiry to client conversion.
What is the Intake Pipeline?
The intake pipeline helps you track potential clients from their first contact to becoming a retained client. Leads can come from your website widget, referrals, or manual entry.
Pipeline Stages
1
New
Fresh leads that need initial contact
2
Contacted
Initial outreach made
3
Consultation
Meeting scheduled or completed
4
Retained
Client signed, ready to convert
Converting Leads to Clients
- Move the lead to Retained stage
- Click the "Convert to Client" button
- Review the client information
- A new client profile is created automatically
- Create a matter for the new client