Sometimes, an attorney may have prematurely transformed a lead to a matter due to a false alarm. This premature move may be due to one or varieties of reasons outside your control, such as no response to a forwarded representation letter, leaving an attorney no other choice but to have to convert the matter back to lead.

Note: Only leads converted into matters can be converted back to leads

Converting a matter back to lead

To convert a matter back to lead:

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


  2. Open the recently converted matter


  3. Locate the Quick Actions section and tap Convert back to a Lead


  4. Select the destination stage in leads and tap Convert

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