Lead Management
Leads represent potential clients who have expressed interest in your services. Lawzana Flow helps you track them from first contact through to conversion into a matter.
Lead Sources#
Leads can enter your pipeline from multiple channels:
| Source | Description |
|---|---|
| Lawzana Directory | Inquiries from your Lawzana.com firm listing |
| Website Widget | Submissions from the embeddable lead form on your website |
| Zapier | Imported automatically via Zapier integrations |
| Manual | Entered manually by your team |
| Referral | Referred by an existing client or contact |
| Bar Association | Referral from a bar or legal association |
| Social Media | Inquiry via social media channels |
| Networking | Contact from a networking event |
| Other | Any other source |
Creating a Lead#
- Go to Leads in the sidebar
- Click New Lead
- Fill in the lead details:
- Name (required)
- Email (optional)
- Phone (optional)
- Message — any notes or context about the inquiry
- Lead Source — select from the dropdown
- Assigned To — assign a team member to follow up
Views#
List View#
The default view shows leads in a traditional table format. You can:
- Sort by newest, oldest, name A–Z, or name Z–A
- Filter by stage, source, or assigned team member
- Search by name, email, or phone
- Click any lead to open its detail page
Kanban Board#
Switch to Kanban view for a visual pipeline. Each column represents a stage, and you can:
- Drag and drop leads between stages
- See lead counts per stage at a glance
- Quickly identify bottlenecks in your pipeline
Lead Stages#
Stages define the steps in your lead pipeline. Lawzana Flow provides default stages that you can customize:
| Stage | Description |
|---|---|
| New | Newly received lead |
| Contacted | Initial outreach made |
| Consulted | Consultation completed |
| Qualified | Confirmed as a viable prospect |
| Proposal Sent | Engagement proposal sent |
| Negotiating | Terms under discussion |
| In Progress | Work has begun |
| Retained | Successfully converted to client |
| Lost | Lead did not proceed |
Stage Templates#
Three pre-built templates are available:
- Default — Standard intake pipeline (9 stages)
- Extended — More granular tracking with additional qualifying steps
- Simple — Minimal pipeline for straightforward intake
Lead Detail Page#
Click on any lead to view its detail page, which includes:
- Contact information — Name, email, phone, message
- Lead source — With an icon indicating the channel
- Created date — Shown as relative time (e.g., "3 days ago")
- Stage — Current pipeline position
- Assigned team member
- Activity timeline — Notes, calls, emails, and status changes
Adding Activities#
From the detail page, you can log activities such as:
- Notes about conversations
- Call records
- Email correspondence
- Status changes
Converting a Lead to a Matter#
When a lead becomes a client:
- Open the lead detail page
- Click Convert to Matter
- Set a matter title
- The lead's contact information is automatically transferred to the new matter
- The lead is marked as "Retained"
Notifications#
You'll receive notifications when:
- A new lead is submitted (via widget, Zapier, or directory)
- A lead is assigned to you
- A lead moves to a new stage
Configure notification preferences in Settings → Notifications.