You’ve done the hard work. Whether its from your website, your reputation, your location, clients who have used you before – enquiries are coming in. But what happens next? You basically have three options:
No plan – you don’t know the number of enquiries, the source, or if they ever become real business.
Manual – you try to create a process but it`s work in itself, and it relies on people to make it work.
Leads Management – you have one system that can manage enquiries with automated responses and reports.
Leads Management Automation
Nurture the potential client
Interact with the lead using document production and email management, before converting them to a client which transfers all information over to the new client and matter.
Then measure the status of leads from your KPI dashboard, showing types of enquiries and what business is being won and lost.
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Let us show you how easy it is to manage your Leads with CaseLoad.
Creating a new Lead
Denovo gave us a simple tool to manage and follow up with potential new clients before a matter is even created. It allows our team to add a potential client, or lead, to CaseLoad the moment they call or email in, and to add notes and essential details while they’re on the phone. Creating a new lead is less time intensive than setting up a new pending matter and leaves the more advanced data entry for when the lead converts into a client. Less time is spent creating records for those who may or may not become clients, but all data is preserved and transferred to the matter once a lead does convert into a client.
Keep Leads separate from Clients
Leads are kept separate from our existing matters to make it easy to differentiate between active and potential clients. We no longer have to retain our leads in a separate system – it’s all in one place. Maintaining all potential and active clients within the same system makes it easy to stay organised, streamline and report all facets of our practice.
Something to think about…
26% of Law Firms DO NOT track enquiries.
Benefits of using Leads Management in CaseLoad
Leads can be generated automatically in CaseLoad from your website enquiry form removing the need to enter them manually.
Visual overview of all leads organised by stage. Colour-coded rows show which need attention so you can prioritise your time and make sure potential clients get the right information quickly.
Auto user assignment will show a notification in Caseload when a new lead has arrived allowing you to quickly get back in touch.