Automating the process of converting leads into matters can greatly streamline your client intake process and save you valuable time. By utilizing workflows, you can automate the entire lead conversion process, from receiving an intake form submission to creating a matter and even generating an invoice.
Automating lead conversion to matter
Here's how you can set it up:
On the left side-bar menu of Lawcus, click on "Automation.”
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 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.
Select "Create Invoice" as another new action in the workflow. This action allows you to generate an invoice for the newly converted matter.
Once you have completed the action setup, click "Save" to finalize and save the workflow.
By following these steps, you can automate the lead conversion process in Lawcus, reducing manual effort and ensuring a seamless transition from lead to client. With automation, you'll be able to focus your time and energy on providing excellent service to your clients, rather than getting bogged down in administrative tasks.