Converting a lead into a matter in Lawcus streamlines your workflow, ensuring all client details are properly recorded. This guide walks you through the step-by-step process of marking a lead as converted, entering relevant details, and finalizing the transition seamlessly.
Steps to Convert a Lead
Click on
Leads
from the sidebar menu.Select the
Lead
you want to convert. The Lead Details screen will appear.Click
Convert to Matter
button next to the lead name (or use the Quick Actions panel to locate theConvert to Matter
button and click on it). The Convert to Matter screen will open.To convert a lead to a matter, you must first enter the details of the matter, which you normally fill in while creating a matter. Some items will already be filled in (taken from the Lead entry). Fill in the remaining items, especially those marked with an asterisk (*), as these are mandatory items. You can also modify the existing details. Follow this article to understand more about creating a new matter on Lawcus.
Click on
Next
to enter or modify the client details.Finally, click on the
Convert
button to convert the entry.
Lawcus converts the lead entry into a contact entry, creates a new matter entry, adds a matter number, and displays the Matter Details screen.
You will now find the lead in your Contacts list and the matter in your Matters list.
FAQ Section
FAQ1: Is it possible to use automation to convert a lead to a matter?
Answer: Yes, you can automate lead conversion using workflows. To do this, select the action 'Convert to Matter' while creating a workflow.