Once you are formally retained by the client you can convert the Lead to a Mater by clicking on the Convert to a Matter Button at the top of the lead.
When you select Convert to Matter you will be prompted with a screen to select the Matte Type to convert to.
Things to note in this screen:
Only Matter Types appear in the list thatare available to the firm:
If we have a Matter Type with the same name in the same category, we will auto select it, otherwise we fallback to expanding the same category.
At the bottom we show the current Lead Type of the Lead and the Matter Type selected that they would change to.
Are you sure? A conversion is Not Reversible.
After selecting Convert, confirm you want to proceed as the conversion is not reversible.
If the Lead Type and Matter Type are 100% compatible, you will receive will see the following prompt:
If the Lead Type contains anything that does not exist on the Matter Type, the following prompt appears:
Once converted, the user will see the converted Matter with the different header colour, matter icon etc and a Matter Number / Internal Reference will be assigned at this time if automatic matter numbering is turned on.
For additional assistance with this feature, please Contact us