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