We have reworked the Leads feature in Prima.Law to make it more useful, efficient, and easy to use. This enhancement allows you to seamlessly manage potential clients from the moment they show interest until they officially become a client. Users can create leads manually or generate a unique link to send to clients or embed on their website, leading them to an intake form with relevant questions. This ensures that all lead information is captured accurately and efficiently from the start.
Administrator Task:
The administrator on the account will need to go to the “Admin panel” to “Firm Settings” and generate the link for the Lead Intake Form.
This link can be copied and used to embed on your website or you can direct clients to it to gather information and have them automatically added to your Prima.Law account.
You can also list email addresses that you want to be notified of new leads being created.
Leads Feature Information
This feature allows you to gather leads from the lead form.
Creating a Lead Manually
To create a new lead manually:
- Navigate to the Leads section from the left-side navigation menu.
- Click on the New Lead button.
- Enter the lead’s information.
- Click Next to proceed through the lead creation interface.
- Once all necessary details are added, click Save to finalize the lead.
- The lead will now appear in your Leads list, where you can access and manage it.
Managing Leads
Once a lead is created, you can:
- Review and add notes.
- Log calls and track communications.
- Create tasks for follow-ups.
- Assign tags for easy filtering.
- Create custom views for filtering and grouping, similar to cases, contacts, and tasks.
Converting a Lead into a Contact
Once a lead progresses to becoming a client, it can be converted into a contact:
- Open the lead you want to convert.
- Click on the Convert to Contact button.
- Choose whether to keep or delete the lead after conversion.
You can also create a lead from a contact.
Use the Kanban Board and Table view to see which leads are progressing and which ones need more follow-up.
Kanban View
Table View
How to use this feature in your firm:
- Assign someone to be in charge of managing leads.
- Make sure that all people who need to know, are getting emails about new leads.
- Follow up with all leads within 8 hours.
- Connect your leads email to your Microsoft Teams, Slack or Discord so you get immediate notification of leads.
- They may assign specific leads to specific staff members.
- Follow-up weekly with your team to cover everyone in your database who is not lost, and who is not yet a client.
- Be sure to include an estimate of the value of the case work for the lead.
The improved Leads feature in Prima.Law makes it easier than ever to capture, track, and manage potential clients effectively. Whether you’re manually creating leads, automating intake through forms, or converting leads into contacts, our system ensures a seamless process that helps you stay organized and efficient. By leveraging lead tags and filtering options, you can optimize your workflow and ensure that no potential client falls through the cracks.
David