Switch Between View: You can switch between Pipeline and List views and between statuses as well like Intake, Not Hired Leads, Converted Leads & All Leads. Note that Intake has both List and Pipeline views. For the remaining, it is only the list view options available. The Pipeline Intake view has all default Stage options and it allows you to update your Stages as per your unique requirements. The Pipeline screen displays your leads in a visually organized manner, showing the different stages each lead is currently in. At the top of each stage column, you can see the total number of leads in that stage and the combined estimated value of these leads to your business.

Columns Section: This allows you to view or hide columns based on your requirements. Once you hide some columns, it will show you the number that how many columns are hidden. To update the column list, click on it and toggle the column names to update the view as per your needs.

Filter: Filter the data to your requirements. The filters will be based on the available columns. If you wish to add multiple filters click on + Add Filter option. Once you select the Column, Operator, and Value; the desired filters list will automatically be refreshed and appear. If you want to remove an individual filter, in case multiple filters have been applied, click on the X button next to the filter. Otherwise, to remove all filters in one go, click on the Remove All option.

Density: Update the density of your list by clicking on this. You will have the option to choose between; Compact, Standard & Comfortable.

Grouped By: Update the view of your list by grouping, Select the Field to group. You can add multiple fields as well by clicking on + Add More option. To update the view as collapsed or expanded, click on Collapse All or Expand All options respectively. If you want to remove an individual Grouping, in case multiple Groupings have been applied, click on the X button next to the Grouping. Otherwise, to remove all Groupings in one go, click on the Remove All option.

Sort: Select the Field Name, select either Ascending or Descending to sort by the available columns. You can add more sorting by clicking on + Add More option. If you want to remove an individual sorting, in case multiple sortings have been applied, click on the X button next to the sorting. Otherwise, to remove all sortings in one go, click on the Remove All option.

Aggregation: This option can be used for all numerical data present on the current page. Such fields will appear for the aggregation. Once you select the Field Name, select the aggregation Type such as Sum, Average, Minimum or Maximum. To add more than one aggregation, click on + Add More option. If you want to remove an individual aggregation, in case multiple aggregations have been applied, click on the X button next to the aggregation. Otherwise, to remove all aggregations in one go, click on the Remove All option.

Export: Click this Export button and then select the Export to CSV option to export all data on the page as a CSV and you will receive the link to download the CSV in your email. However, if you wish to wish to download specifically any Lead data, click on the respective Tab first before clicking on the Export button. You can also manually select your required data by checking the Checkbox before the Lead Name and then, click on Export. Alternatively, use Filter options to further narrow down your result to more suitable and appropriate data before clicking on the Export button.

More Actions: This gives you the ability to view, add, edit and manage the following things;

New Lead: Click on this to create a new lead on Lawcus.

Previous or Next Lead: Click on the Down Arrow to move to the next lead and click on the Up Arrow to move to the previous Lead.

Name of the Lead: At the top of the Lead Details screen, you'll find the lead's name along with the Edit Icon to Edit lead information in the future when required.

Convert to Matter: Click on this to convert the lead to a matter. Once clicked add all necessary details of the matter, click on Continue, and select the Client Details, and click on Convert to complete the details.

Did not hire: Click on this to mark the lead as not hired.

Lead Tabs: The Matter Details screen consists of various tabs to access specific details of the matter:

Requests Sent: This section provides a record of requests that have been sent to the lead. These requests could include documents, information, or actions, such as Intake Forms that you've asked the lead to provide or complete. It allows you to track the status of these requests and ensure that you have all the necessary information from the lead to proceed effectively. This feature aids in maintaining a clear communication history and streamlining the lead-to-client conversion process.

Info: This section showcases essential lead details, such as open date, matter description, practice area, location, estimated matter value, and the names of originating and responsible attorneys.

Interaction History: Gain insights into your past interactions and activities with the lead, fostering better engagement.

Adding Various Entries: Utilize this area to add seamlessly:

View Sharing Details: Within this section, you can access a list of internal members with whom the lead's information has been shared. This functionality empowers you to handle confidentiality requirements as necessary, enhancing your control over sensitive information.

Returning to Previous Screens: You can close the Lead Details screen and return to your previous screen if needed.

Quick Actions Panel: Streamline lead management with the Quick Actions panel, which facilitates swift execution of actions like:

Financial Info: This section provides you with the following information:

Client Info: Furnishes essential client details, encompassing Lead Source, Referred By, contact Email, Phone Number, Address, Website, etc.

Lead Contact Information: The lead's contact details, including related contacts, are conveniently displayed for easy access.