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Lead Autopilot.ai Integration with Lawcus
Automate legal intake, follow-ups, and data syncing between Lead Autopilot and Lawcus… Steps to integrate Lead Autopilot with Lawcus Log in to your Lead Autopilot account… The Lead Autopilot and Lawcus integration enables the following capabilities: Automatic Lead Sync
Lead Summary Report
Get real-time insights into lead management, enabling law firms to make informed decisions & optimize their conversion strategies… Lead Status Tracking: Provides a clear picture of where each lead stands in the sales pipeline… Insights Expected from the Lead Summary Report
How to Convert a Matter Back to a Lead?
Learn to convert matter back to lead & resume lead management… Steps to Convert a Matter Back to a Lead… convert it back to a lead
How to Automate Lead Updates with Workflow?
Automate lead updates with workflow automation to streamline lead management and increase conversion efficiency… Choose Update Lead as the next action and map lead details with the fields in the chosen intake form… Steps to Update Lead Information with Workflow
How to Generate a Lead Conversion Report in Lawcus?
Track lead conversion to gain insights into lead generation. Filter by source, attorney, & more… Steps to get Lead Conversion Data… Alternative way to get Lead Conversion Data
How to View Leads, Lead Details, and the Features Associated with Lead Interface?
View and manage leads and their details and also utilize the features associated with them… Answer: Click on the lead to view the lead details page and select Re-open Lead under Quick Actions… Deleting lead: Permanently remove the lead from the system
How to Manage Lead Sources?
Steps to Add a New Lead Source… Lead sources are an essential component of a law firm's marketing and growth strategy… Select More Actions, then choose Lead Sources from the dropdown menu.​
How to Optimize Workflow Progression with Lead Type Exit Rules in Lawcus?
Understand Exit Rules based on Lead Types… This Lead type exit rule will help you if, during the workflow, the lead is marked as Not Hired or Converted… Not Hired Lead - The workflow will exit if the lead is marked as not hired during the workflow execution
How to Automate Lead Creation Using Workflows?
Automate lead creation triggered by intake form submission using workflows in Lawcus… Steps to Automate Lead Creation with Workflows… Lawcus provides an efficient solution by allowing you to automate lead creation using workflows
How to Manage Lead Stages in Lawcus?
Add, Edit, Delete, Change Order, Rename and Manage Lead Stages… FAQ1: Can I send automated emails with Matter custom fields when a lead moves stages?… FAQ2: Can a lead be stopped from progressing in a workflow/pipeline?