Working in a Lead

Leads and Matters function similarly to one another, with a few differences to note: 

  • The header bar colour and icon in Leads are different from Matters.
  • Leads have a Convert to Matter bar, which will disappear after the Lead has been converted to a Matter.
  • Instead of a Matter Details section heading, Leads have a Lead Details section heading. 
  • A Lead will have a Lead Type matter listing item, whereas a Matter has Matter Type.
  • Leads do not have a Matter Number/Internal Reference Number

 

You can work in the lead similar to a matter, and add parties, schedule events, create tasks or next steps, and automate letters and documents.

 

Once you are retained by the client, you can Convert the Lead to a matter

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