Leads
Every inquiry from your site, phone, and chat, newest first.
From your site, phone, and chat
Every lead, one place
| When | Who | About | Source | Status |
|---|---|---|---|---|
| Loading… | ||||
These look like spam, so nobody was emailed about them and they’re left out of your reports. If one is a real person, press Not spam and it moves back to your leads. Spam is deleted for good after 30 days.
Removed leads are kept for 30 days in case you change your mind, then deleted for good. Open one to bring it back.
Click a name to open the lead: notes, follow-up date, and its history. Marking leads as booked or signed lets your monthly report show how many booked a consultation and how many signed with you.
Practice software
Send leads to Clio or Lawmatics
Every new lead from your website also goes to your practice software, with their message and answers: your Clio Grow inbox, or a new matter in Lawmatics. Spam and test messages don’t.
Your token is stored encrypted and never shown again. Only your firm’s owner or an admin can connect or disconnect. You can connect one of them at a time.
Owners and admins onlyConflicts list
People your firm can’t take a case against or for: opposing parties, former clients, anyone you’ve declined. Every new lead is checked against this list, and a match gets a Possible conflict tag so nobody shares details before checking. Only owners and admins can see this list, and it’s never in an email.
Spam protectionBlocked emails and numbers
Messages from these go straight to Spam: nobody is emailed and they’re left out of your reports. Your site also filters obvious spam on its own, like messages full of links or sales pitches.
Phone calls
Your tracking numbers
Calls to these numbers ring your office and show up here as leads, labeled with where the number is used. Calls are never recorded.
One short text from the same number: “Sorry we missed your call. We’ll call you back as soon as we can.” Once per call. They can reply STOP.
How this worksEvery call, form, and chat from your website, in one list.
- Each row shows when the lead came in, who it is, what it’s about, and where they found you.
- Use All, New, Booked, and Signed to filter the list.
- Change a lead’s status as you work it: New, Contacted, Booked, Signed, or Not a fit.
- Click a name to open the lead: call or email them, read their message, add notes, set a follow-up date and who has it, and see its history.
- Spam or a duplicate? Owners and admins can Remove it on the lead page. It’s kept 30 days under Removed, in case you change your mind.
- When a client is Signed, their lead page offers Ask for a Google review: one email, the same words for every client, sent once.
- Press Download all (CSV) for a spreadsheet of every lead.
- Urgent leads come first. Your site’s forms ask whether a court date or deadline is coming up. If it’s within two weeks, the lead gets a red Urgent tag on Leads and Home, and the Urgent filter shows them all. Their answers are on the lead’s page, under their message.
- Use Clio Grow? Owners and admins: Leads → Send leads to Clio or Lawmatics, pick Clio Grow. Copy your Lead capture token from Clio Grow (Settings, Integrations, Lead capture), paste it, press Connect, then Send a test lead. Every new website lead then lands in your Clio Grow inbox too.
- Use Lawmatics? Same place, pick Lawmatics. Paste a Lawmatics API access token (from Settings → Developers in Lawmatics, or ask Lawmatics support for API access), press Connect, then Send a test lead. Every new website lead then becomes a new matter in Lawmatics, with its contact, message, and answers. You can connect one of the two at a time.
- Possible conflicts get flagged. Owners and admins: open Conflicts list at the bottom of Leads and add the names you can’t take a case for or against (one per line, with an email or phone if you have it). Any new lead that matches gets a purple Possible conflict tag. Only owners and admins can see the list.
- Spam stays out of your way. Your site quietly sets aside messages that are clearly spam (lots of links, sales pitches) and anything from a sender you blocked. Nobody is emailed about them, and they’re left out of your reports. Look under Spam now and then; Not spam moves a real person back.
- Getting junk from someone? Open the lead and press Mark as spam, with Also block checked. Their next messages go straight to Spam. Blocked emails and numbers, at the bottom of Leads, lists everyone blocked; Unblock takes one off.
- With Lead follow-up emails, each lead’s page shows the follow-ups sent and the next one due, with a Stop follow-ups button. Changing the status from New stops them too.
- Chat leads come from the chat on your website. It says up front that it’s an automated assistant, not a person, and gives no legal advice. When a visitor leaves their name and a phone number or email, the lead lands here like a form, and its page shows the whole conversation under Chat conversation.
What happens next: Status changes save right away. Marking leads as booked or signed lets your monthly report show which sources bring signed clients.
Full guide and common questions