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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