Slow first replies
A potential client who waits a day for a reply has usually called two other firms by then.
Lead management for law firms
Consultation requests come in from the website, referrals and directories, and each one needs a quick reply, a conflict check and a consultation booked. Pipeline One App tracks every enquiry from first contact to signed engagement letter.
For small and mid-sized firms in family, immigration, personal injury, employment and business law.
What usually goes wrong
Intake lives in email
Details are scattered across inboxes and nobody can see which enquiries are waiting on a conflict check.
Referrals go unthanked
When you cannot see which referrer sent which client, you cannot look after the relationship.
A typical pipeline
The same five stages as every Pipeline One App board, with what each one means for your work.
- New
Enquiry received
- Contacted
Replied, conflict check done
- Qualified
Consultation booked
- Proposal
Engagement letter sent
- Won
Signed
Where leads come from
- Website form
- Referral
- Directory listing
- Phone
- Former client
Tag each lead with its source and the reports show which ones turn into work.
What a lead looks like
Cedar & Co. LawJames WuConsultation Thursday. Engagement letter to follow.$18,000
Also built for
See it with your own leads in mind
Book a walkthrough. We will show you the inbox, the board and the reports, live.