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
Automationand click on the+Add Workflowbutton to create a new workflow.Add a
Workflow NameandWorkflow Descriptionto help you later identify its purpose.Select
Intake Form Submittedas theTrigger Typefor the workflow. Select the specific intake form you want to use as the trigger for this workflow and clickContinue.Choose
Convert to Matteras a new action for the workflow. Configure the settings for converting the lead to a matter. Embed the Intake Form Values by clicking on theValue from Trigger. The following values to be taken from the Intake Form:Lead ID,Matter Pipeline, andMatter Stage.Click on
Continue + new actionto add a new action.Select
Create Invoiceas 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
Saveto finalize and save the workflow.