Leads Management Matters

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. 

leads management
Leads Management lead window

Leads Management lets you nurture the potential client by giving you email import, document production and data collection.

CASELOAD BENEFITS

Benefits of Leads Management

TAKE THE NEXT STEP

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