In Lawcus, efficiently managing your leads is essential for growing your business. This guide will walk you through the process of adding new leads to your Lawcus system, ensuring you can keep track of vital information about potential clients and matters.
Accessing the Leads Screen
Navigate to Leads: Click "Leads" in the sidebar menu. This action will open the Leads screen, where you can manage and track all your leads.
Add Lead Button: To add a new lead, locate the "Add Lead" button at the bottom of the desired column. Clicking on this button will initiate the lead creation process.
Pro Tip: You can also add a new lead from any screen within Lawcus by clicking on the Quick Access icon (represented as a pink colored “+” button) at the top right of the screen and selecting "New Lead" from the menu.
The Manage Lead Screen
The Manage Lead screen is divided into two sections: one for entering client details and the other for potential matter details.
Entering Client Details
Name and Prefix: Enter the name of the potential client, including their prefix (e.g., Mr./Ms./Mrs./Dr.), First Name, Middle Name, and Last Name.
Email Address: Input the client's email address and use the dropdown menu to specify whether it's a work email, home email, or another type. You can add multiple email addresses by clicking the "Add an email" button.
Pro Tip: Designate a primary email address for default communication by selecting it as the primary. You can delete an email id by clicking the trash button next to it.
3. Phone Number: Enter the client's phone number and specify its type (Work, Home, Fax, Mobile, Pager, Other) using the dropdown list. You can add multiple phone numbers by clicking the "Add a phone" button.
Pro Tip: Designate a primary phone number for default communication. You can delete a number by clicking the trash button next to it.
4. Notes: Include any additional notes or information about the client. You can add multiple lines of text and create new paragraphs using the Enter key.
5. Date of Birth: If available, enter the client's date of birth in mm/dd/yyyy format or select it from the calendar icon.
6. Gender: Select the gender of the client.
7. Lead Source: Specify where you acquired this lead, choosing from predefined sources like Facebook, Twitter, LinkedIn, Website, or add a new source.
8. Referred by: If applicable, type the name of the person who referred the lead to you. Lawcus will suggest names from your Contacts List as you type.
9. Mailing Address: Input the client's mailing address. You can add multiple addresses by clicking the "Add an address" button.
Pro Tip: Designate a primary mailing address for default communication. You can delete an address by clicking the Remove address link next to it.
10. Upload a Photo: To personalize the lead entry, upload a photo of the client by clicking on the circle and selecting an image. To remove a photo, click on the trash can icon.
11. Tags: Click on the "Tags" button at the top right to add relevant tags or keywords for this lead. Tags help you categorize and search for leads.
12. Custom Fields: If custom fields have been defined for leads, select them by clicking on the "Custom fields" button at the top right.
Entering Matter Details
Matter Description: Provide details or a description of the matter associated with this lead.
Estimated Value: Specify the estimated value of the matter.
Stage: Select the stage at which you want to add this lead. This determines where the new lead entry will appear on the Leads screen.
Practice Area: Choose or type the practice area of the matter. You can add a new practice area if needed.
Originating Attorney: Select or type the name of the originating attorney for this matter.
Responsible Attorney: Choose or type the name of the responsible attorney for this matter.
Tags: Add relevant tags or keywords for this matter using the "Tags" button on the right.
Members: Select the names of team members responsible for or managing this lead. Their pictures will appear in the "Members" area above the buttons.
Custom Fields: If custom fields have been defined for matters, select them by clicking on the "Custom fields" button on the right.
Color Coding: Assign a color to this lead entry. The chosen color will be displayed as a top border on the Lead Card.
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.
Tip: For any entry, if you do not find the value in the dropdown list, type and click enter to save and use that value.
Saving the Lead Entry
Save or Save and Add New: After filling in all necessary details for the potential client and matter, click on the "Save" button at the top of the screen to save the entry. If you want to save the entry and start another one immediately, click on the "Save and add new" button.
Note: Clicking "Save" will save the entry and take you to the Lead Details screen, where you can add more information about your interaction with this lead and other details about the matter. For more information on the Lead Details screen, refer to our guide on "Viewing Details of Leads."
With this comprehensive guide, you can efficiently add new leads to your Lawcus system, ensuring you have all the necessary information at your fingertips to manage and convert them successfully.