If you've done all the heavy work and attracted the best prospects ready to engage your professional service, transforming these leads to clients in your database shouldn't be so difficult or time-consuming. You can automate this stage in your client intake process with workflows to save yourself precious time and effort.

Automating lead conversion to matter

To automate the conversion of lead to matter via workflow:

  1. Navigate to Automation on the left side-bar menu


  2. Click Add


  3. Enter a workflow name and description


  4. Select Intake form submitted as the trigger, choose the desired intake form, then tap Continue


  5. Choose Convert to Matter as a new action and set it up


  6. Choose Create Invoice as a new action, tap Next, setup it up, and click Save to wrap up the process

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