When a potential client decides not to move forward with your firm, it is recommended to mark the lead as Not Hired rather than delete it. This preserves the lead's information and history, allowing you to reactivate the lead in the future if they decide to work with your firm.
Deleting a lead permanently removes all associated information from Lawcus and cannot be undone.
Mark a Lead as Not Hired
Follow these steps to mark a lead as Not Hired:
Navigate to
Leadsfrom the left navigation panel.Locate and open the lead you want to update.
Under the
Quick Actionspanel on the right, clickDid Not Hire.Select a
Not Hired Reason.This field is required.Save your changes.
The lead will be marked as Not Hired while all of its information remains available for future reference or reactivation.
Customize Not Hired Reasons
Lawcus allows you to customize the list of Not Hired Reasons to better match your firm's intake process.
To add or manage Not Hired Reasons:
Navigate to
Leadsfrom the left navigation panel.Click
More Actionsin the upper-right corner.Select
Not Hired Reasons.
Enter a new reason in the text box and press
Enterto save it.To edit or delete the customized reasons, hover over the reason and select the
Edit (Pencil)orDelete (Trash)icon.
Your custom reasons will be available whenever a lead is marked as Not Hired.
Note: The default Not Hired Reasons provided by Lawcus cannot be deleted. You can only edit or delete the custom reasons that you create.
Summary
Marking a lead as Not Hired preserves the lead's information while keeping your database organized. You can also customize the available Not Hired Reasons to align with your firm's workflow and reporting needs.