Automating the process of converting leads into matters can greatly streamline your client intake process and save you valuable time. You can automate the entire lead conversion process, from receiving an intake form submission to creating a matter and even generating an invoice.
Steps to Automate Lead Conversion to Matter
Navigate to Automation and click on the +Add Workflow button to create a new workflow.
Enter a Name for the workflow and provide a brief Description to help you later identify its purpose.
Select Intake Form Submitted as the Trigger Type for the workflow. Select the specific intake form you want to use as the trigger for this workflow and click Continue.
Choose Convert to Matter as a new action for the workflow. Configure the settings for converting the lead to a matter. Embed the Intake Form Values by clicking on the Value from Trigger. The following values to be taken from the Intake Form: Lead ID, Matter Pipeline, and Matter Stage.
Click on Continue + new action to add a new action.
Select Create Invoice as another new action in the workflow. This action allows you to generate an invoice for the newly converted matter.
Note that you can add as many new actions per your requirement.
Once you have completed the action setup, click Save to finalize and save the workflow.