Leads
The Leads feature helps you manage potential clients from initial enquiry until they are converted into actual clients. Track lead details, status, value, and assignment in one place.
What is the Lead Feature?
A lead is a potential client who has shown interest in your legal services but hasn't yet become an official client. The Leads module helps you:
- Track all incoming enquiries
- Manage lead status (New, Contacted, Qualified, Converted)
- Assign leads to specific lawyers
- Monitor lead value and priority
- Convert qualified leads into clients
Best Practice
Respond to new leads within 24 hours to maximize conversion rates. Use the status feature to track your follow-ups.
How to Add a New Lead
Create and record a new potential client in the system
Adding a New Lead
Follow these steps to capture a potential client
Log in to the OctoGenie Portal
Access the portal at partner.octogenie.com using your credentials.
Navigate to Leads Section
From the left-side menu, click on Leads. The Leads Dashboard will open showing All Leads.
Click New Lead Button
On the top-right corner of the Leads page, locate and click the + New Lead button.
Enter Lead Details
Fill in the required information in the form:
Pro Tip
- Lead Name
- Contact Details (phone/email)
- Practice Area (type of service required)
- Source (how the lead found you)
- Status (New, Contacted, Qualified, etc.)
Save the Lead
After entering all details, click 'Create Lead' to save the new lead to your system.
Expected Outcome
The new lead is successfully added and ready for status tracking, follow-ups, and conversion to client.
You're all set! Follow these steps to complete the process.
The new lead is successfully added and ready for status tracking, follow-ups, and conversion to client.
Search and Filter Leads
Quickly find specific leads in your pipeline
The Search and Filter options help you quickly find specific leads based on name, status, or source, making lead management easier and faster.
Searching & Filtering
Find leads quickly with powerful filters
Access Search & Filter
On the All Leads page, locate the Search bar and Filter dropdowns at the top of the leads list.
Using Search
Type the Lead Name or Contact details (phone/email) in the search bar. The system will display matching leads instantly.
Using Status Filter
Click the 'All Status' dropdown and select a specific status (New, Contacted, Qualified, Converted) to filter leads.
Using Source Filter
Click the 'All Sources' dropdown and select a source (Website, Referral, Advertisement, etc.) to filter leads by origin.
Pro Tip
- Combine search with filters for more precise results.
- For example, search for a name and filter by 'Qualified' status to find hot leads.
You're all set! Follow these steps to complete the process.
Search and Filter options help to locate leads quickly, track leads by progress stage, analyze leads by source, and improve follow-up efficiency.
Converting Lead to Client
Turn qualified leads into official clients
Once a lead confirms they want to proceed with your services, you can convert them to a client with just a few clicks.
Convert Lead to Client
Complete the journey from lead to paying client
Open Lead Details
Click on the lead you want to convert to view their complete details.
Review Information
Verify all lead information is accurate and complete before conversion.
Action buttons
Review the available actions for this lead.
Click Convert to Client
Click the 'Convert to Client' action button to begin the conversion process.
Confirm Conversion
Click 'Confirm' to complete the conversion. The lead will now appear in your Clients section.
Expected Outcome
After conversion, you can create Matters and Cases for the new client and begin your legal work.
You're all set! Follow these steps to complete the process.
After conversion, you can create Matters and Cases for the new client and begin your legal work.
What Happens Next?
After conversion, you can create Matters and Cases for the new client and begin your legal work.