Prospects in your firm's workflow
Capture inquiries, organize consultations, and track each prospect through the intake pipeline. LegalsOne configures the platform around a firm's processes during onboarding. The exact setup should be reviewed with your team before launch.
What this module covers
- Lead capture and intake triage
- Consultation workflows
- Pipeline reporting
How these pieces are introduced depends on the work your firm wants to bring into one system. Review your current process and decide who needs to see, enter, approve, and report on each step.
See it with your own example
Start with a new inquiry. Show who receives it, which details are recorded, how a consultation is scheduled, and how the team decides whether to open a matter.
Bring the people who use this process into the demonstration. Ask what is available in the proposed build, what needs configuration, and what the team will be responsible for maintaining.
Explore related modules
Share the workflow you want to improve, and ask us to show how Prospects could support it.
Book a discovery call