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:
Navigate to Automation on the left side-bar menu
Click Add
Enter a workflow name and description
Select Intake form submitted as the trigger, choose the desired intake form, then tap Continue
Choose Convert to Matter as a new action and set it up
Choose Create Invoice as a new action, tap Next, setup it up, and click Save to wrap up the process