Inbox and Leads
Your inbox is where you manage all incoming client inquiries. It combines leads (distributed inquiries) and direct messages into a single, filterable view.
Understanding the Inbox#
Leads vs. Messages#
Your inbox contains two types of inquiries:
| Type | Description |
|---|---|
| Leads | Inquiries submitted by potential clients looking for help in your practice area and location. Leads are distributed to multiple qualifying firms. |
| Messages | Direct inquiries sent to your specific firm or office by a potential client who found your profile. |
Lead Quality Indicators#
Each lead shows quality indicators to help you prioritize:
- Quality score — An automated assessment of the lead's quality and relevance
- Urgency level — How quickly the person needs help (Low, Medium, High)
- Budget level — The person's estimated budget
- Response status — Whether the lead has been claimed or responded to
Viewing Your Inbox#
- Go to Inbox in the sidebar
- Browse the list of incoming inquiries
- Click on any item to view the full details
Filtering and Searching#
Use the filtering options to focus on what matters:
Categories:
- Leads — Show only distributed leads
- Messages — Show only direct messages
- Other — Other inquiry types
Subtypes:
- All — Everything in the category
- Responded — Items you've already responded to
- Unresponded — Items awaiting your response
Additional filters:
- Practice area — Filter by the legal service the inquiry relates to
- Location — Filter by geographic area
- Search — Full-text search across all inquiries
Claiming Leads#
Leads that are distributed to your firm need to be claimed before you can respond. Claiming a lead uses one of your monthly lead credits.
How to Claim a Lead#
- Open the lead from your inbox
- Review the inquiry details
- Click Claim
- Confirm the claim in the dialog
- Optionally create a case record for tracking
Lead Credits#
Your subscription plan includes a monthly lead credit quota:
| Plan | Monthly Lead Credits |
|---|---|
| Free | 0 (can receive direct messages only) |
| Starter | 5 |
| Pro | 50 |
| Elite | 100 |
Credits reset on your subscription renewal date. You can also purchase additional credits on demand.
Managing Inquiry Status#
Use the status dropdown on each inquiry to track your progress:
| Status | Meaning |
|---|---|
| New | Just received, not yet reviewed |
| In Progress | You're actively working on this inquiry |
| Completed | Successfully handled or converted to client |
| Rejected | Not a fit — declined or irrelevant |
Keeping your statuses up to date helps you organize your workload.
Inquiry Details#
When you open an inquiry, you'll see:
- Contact information — Name, email, phone number
- Message — The full text of their inquiry
- Practice area — The type of legal help they need
- Location — Where they're located
- Urgency and Budget levels
- Quality assessment — Automated quality scoring
- Timestamp — When the inquiry was received
Flow CRM Integration#
If you use Lawzana Flow (our practice management tool), you can sync leads and messages directly:
- Sync — Push a lead or message to your Flow CRM with one click
- Unsync — Remove the sync if needed
- Automatic sync — Configure automatic syncing for new inquiries
The sync status badge shows whether an inquiry has been pushed to Flow.
See Flow CRM Integration for setup instructions.
Tips for Managing Leads#
- Respond quickly — Faster responses lead to higher conversion rates
- Review quality scores — Prioritize higher-quality leads
- Track your statuses — Keep your inbox organized by updating statuses
- Claim strategically — Review the inquiry details before using a credit
- Use filters — Focus on unresponded items to ensure nothing falls through the cracks