Potential clients, from first contact to instruction
Work every enquiry on an intake pipeline, or switch the same leads to a list or an analytics view. Open leads, pipeline value, win rate and won value sit across the top, and anything drifting is flagged as going cold before you lose it.
- Pipeline, list and analytics views of the same leads
- Open leads, pipeline value, win rate and won value at a glance
- Leads going cold flagged stage by stage
- Sources and practice areas tagged on every card
18
Open leads · 12 going cold
$57,100.00
Pipeline value, open un-won
57%
Win rate · 4 won · 3 lost
$27,500.00
Won value · 4 converted
$16,200.00
1 coldHarvey McLean
Estate administration
$1,000.00
$19,900.00
6 coldPriya Raman
Boundary dispute enquiry
$5,200.00
$11,000.00
3 coldEthan Bradley
Commercial lease dispute
$4,000.00
$5,500.00
2 coldNoah Fletcher
Share sale
$2,000.00
$4,500.00
Liam Turner
Skilled worker visa
$4,500.00
