Lawcus allows you to keep track of your leads. You can keep track of:
who gave you the lead,
how valuable the lead is for you,
how many leads you've converted,
at what stage a lead is, in the lead conversion process, etc.
However, you first need to add the lead into the Lawcus system.
To add a new lead:
Click on Leads in the sidebar menu to open the Leads screen.
Click on the Add Lead button at the bottom of a column, to add the Lead to that column.
Tip: You can also add a new lead from any screen, by clicking on the
(Quick Access icon) at the top right of the screen and selecting Add Lead from the Quick Access menu.)
Lawcus will display the Manage Lead screen.
The Manage Lead screen is divided into two parts:
Enter details of the Potential client in the upper part of the screen.
Enter details of the Potential matter in the lower part of the screen.
Entering Client Details
Enter the name of the Potential client, including Prefix (Mr./Ms./Mrs./Dr.), First Name, Middle Name, and Last Name.
Enter the Email id of the lead and then use the drop-down list next to it to specify whether this is a work email id, home email id, or other email id.
Tip: If the lead has more than one email id, click on the Add an email button at the right side of the screen to add another email id.
If you add more than one email id, Lawcus allows you to specify which one is the Primary email id. The Primary email id is the one to which all communication will be sent by default.
You can delete an email id by clicking the trash can next to it.
3. Enter the Phone number of the lead. If the lead is from a different country, click on the flag icon and select the lead's country from the drop-down list. Use the drop-down list at the right to specify the type of phone number (Work, Home, Fax, Mobile, Pager, Fax, Other).
Tip: If the lead has more than one phone number, click on the Add a phone button at the right side of the screen to add another phone number.
If you add more than one phone number, Lawcus allows you to specify which one is the Primary number. The Primary number is the one to which all calls will be made by default.
4. You can delete a number by clicking the trash can next to it.
5. Enter some notes about the client. You can enter multiple lines of text. You can also press the Enter key on the keyboard to add new paragraphs.
6. Enter the Date of Birth of the lead (if known). You can either type the date in mm/dd/yyyy format, or select the date from the Calendar icon.
7. Select the Gender of the lead.
8. Enter the Lead Source, i.e., from where did you get this lead? Lawcus comes with some pre-defined sources, such as Facebook, Twitter, LinkedIn, Website, etc. You can either select the source from the drop-down list or type a new value and press the Enter key to add it to the list.
9. In the Referred by field, type the name of the person who referred the lead to you.
Note: As you type, Lawcus will display a list of names from your Contacts List that match with what you are typing. Select the name you want if you can see it in the drop-down list; otherwise type a new name and press the Enter key to add it to the list.
10. Enter the Mailing Address of the lead.
Tip: If the lead has more than one mailing address, click on the Add an address button at the right side of the screen to add another address.
If you add more than one address, Lawcus allows you to specify which one is the Primary address. The Primary address is the one to which all communication will be sent by default.
You can delete an address by clicking the Remove address link next to it.
11. Point to the circle and then click on Upload an image, to upload a photo of the lead.
Tip: To remove a photo, point to the image and click on the trash can icon.
12. Click on the Tags button, at the top right, to enter tags or keywords for this lead. You can later use these tags to search for this lead entry.
13. If custom fields have been defined for Leads, you can select the custom fields by clicking on the Custom fields button at the top right.
Entering Matter Details
Enter the details or description of the matter.
Enter the Estimated Value of the matter.
Select the Stage at which to add this lead. The new Lead entry will be added to the respective column of the Leads screen, depending on the Stage you select here.
Type or select the Practice Area of the matter. You can either select from the drop-down list or you can type the name of a new practice area and press the Enter key to add it to the list.
Type or select the name of the Originating Attorney of the matter (if it isn't you). You can either select from the drop-down list or you can type the name of a person and press the Enter key to add it to the list.
Type or select the name of the Responsible Attorney of the matter (if it isn't you). You can either select from the drop-down list or you can type the name of a person and press the Enter key to add it to the list.
Click on the Tags button, at the right, to enter tags or keywords for this matter. You can later use these tags to search for this matter.
Select the names of the Members who are responsible for, or managing, this lead. As you select the names, the member's picture will appear in the Members: area above the buttons.
If custom fields have been defined for matters, you can select the custom fields by clicking on the Custom fields button at the right.
Lastly, select a Color for this lead entry.
The color will be displayed as a top-border in the Lead Card.
Tip: If you know the Hex codes of colors, you can assign any color you want to the lead. Just type the required hexadecimal color code in the # box above.
After filling in the details of the potential client and matter, click on the Save button (at the top of the screen) to save the entry, or the Save and add new button to save the entry and start another one.
Note: If you click the Save button, Lawcus will save the entry and then take you to the Lead Details screen, where you can start entering details about your interaction with this lead and other details about the matter. See Viewing Details of Leads for more information on the Lead Details screen.