Lawcus

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.

Click on <code>Leads</code> from the sidebar menu.

Select the<code> Lead</code> you want to convert. The Lead Details screen will appear.

Click <code>Convert to Matter</code> button next to the lead name (or use the Quick Actions panel to locate the <code>Convert to Matter</code> 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 <a href="https://support.lawcus.com/en/articles/5010121-how-to-add-a-new-matter-in-lawcus">this article</a> to understand more about creating a new matter on Lawcus.

Click on <code>Next</code> to enter or modify the client details.

Finally, click on the <code>Convert</code> button to convert the entry.

1. Click on <code>Leads</code> from the sidebar menu.
2. Select the<code> Lead</code> you want to convert. The Lead Details screen will appear.
3. Click <code>Convert to Matter</code> button next to the lead name (or use the Quick Actions panel to locate the <code>Convert to Matter</code> button and click on it). The Convert to Matter screen will open.
 
 
4. 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 <a href="https://support.lawcus.com/en/articles/5010121-how-to-add-a-new-matter-in-lawcus">this article</a> to understand more about creating a new matter on Lawcus.
5. Click on <code>Next</code> to enter or modify the client details.
6. Finally, click on the <code>Convert</code> 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.

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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.

Steps to Convert a Lead

FAQ Section

FAQ1: Is it possible to use automation to convert a lead to a matter?