Lionhead

Lead Pipeline

All Leads

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Needs Review: new inquiries or leads still being contacted or assessed. No qualification milestone yet.

Qualified / Opportunity: the firm has qualified the inquiry. Records Qualified.

Appointment: an appointment is scheduled. Also records Qualified, counted once per matter across these two stages.

Agreement Sent: an agreement has been issued. Records Contract Sent.

Signed / Hired: the agreement is signed. Records Signed.

Not Qualified: the firm will not pursue the inquiry. Requires a reason; Other requires an explanation.

Lost/Cancelled: an inquiry or agreement was closed or cancelled. Earlier milestones remain recorded.

Current Client: contact about an existing matter. Does not create another signed case.

Reporting counts each attained milestone once per matter. Later closure does not erase earlier progress. Stage-skip confirmation only controls the confirmation prompt. It does not change AI assessments or these reporting definitions.

Connecting

Loading leads

Lead details

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Move lead

Not Qualified reason

Confirm action

Case value Case value status I confirm this is the agreed legal fee, excluding deposits and payments.

Pipeline settings

Read-only while CRM editing is blocked.

Stage-skip confirmation Ask for confirmation when moving past the selected stage. Qualified / Opportunity or Appointment still counts as Qualified. This setting does not change AI assessments.

Reminders

Morning follow-up summary

Send time () Choose a time before noon. Enabling or changing a time that's already passed starts with the next morning.

Reminder delivery is paused for this account. Saving a schedule does not activate delivery.