This article discusses the basic pieces of a lead status, explains how to change a lead’s status, and gives an overview of the 11 default lead statuses and their meanings.
Status Basics
Lead statuses describe the stages of a lead’s lifespan. As a lead progresses, it will move through its statuses until it reaches a conclusion.
Users with Admin permissions can create and edit statuses and substatuses in the Statuses section. Learn how to customize statuses.
Substatuses
Lead statuses can also have substatuses. Substatuses provide more information about which stage the lead is in. For example, a lead marked “Lost” may have the substatus “Hired Another Attorney.” In this case, the substatus explains why the lead did not become your client.
Status-based Tasks
Each lead status has unique tasks associated with it. When the lead enters a status, Lead Docket automatically generates the tasks associated with that status and assigns the tasks to the appropriate employee. Admins and users with task template permissions can customize these tasks using task templates.
Change a Lead’s Status
To change a lead’s status, navigate to the lead via the Leads section, search bar, or Intake Dashboard.
To change a lead’s status in the Leads section, click Change Status to the left of the lead.
To change a lead’s status via search or in the Intake Dashboard, search for the lead you want to edit or locate it on the dashboard. Click the lead to open up the lead’s page. Then, click Change Status in the upper right-hand corner.
Default Lead Statuses
The following table lists the name, definition, and default tasks associated with each of the 11 default lead statuses.
|
Status |
Definition |
Default Tasks |
|
Assigned |
Leads that are assigned to an attorney. Once the attorney speaks with the lead, the status will change. |
Intake staff receive a task to follow up with the attorney if the status doesn’t change after 30 minutes. |
|
Chase |
Leads that your organization has contacted and not heard back from. After six chase attempts, the lead will move to the “Lost” status. |
Intake staff receive follow-up tasks every four hours to continue the chase. |
|
Under Review |
Leads that are waiting on certain information, like a police report or medical records, in order to proceed. |
Intake staff receive follow-up tasks every 14 days. |
|
Hold |
Leads that take a firm several months to decide on, like a Social Security Disability case. |
Intake staff receive follow-up tasks every 30 days. |
|
Scheduled |
Leads that have a scheduled appointment with an employee. |
Intake staff receive follow-up tasks to add the appointment to the calendar and to change the status after the appointment. |
|
Pending Signup |
Leads that must provide something to proceed, such as an electronic signature or their decision to sign up with your firm. |
Intake staff receive follow-up tasks every five days. |
|
Signed Up |
Leads that have signed up to be your client. “Signed Up” leads will appear in the Open Cases page. Users can also export the new case to your case management system. |
No tasks |
|
Closed |
Cases that are complete, typically meaning a settlement was reached. |
Chosen staff receive a task to enter the settlement details into the system. |
|
Referred |
Leads that were referred out to another firm. |
Intake staff receive a follow-up task to determine if the referred firm accepted the case. |
|
Rejected |
Leads that the intake staff or attorney decided not to take. |
No tasks |
|
Lost |
Leads that your firm wanted, but ultimately lost. The client may have fired your firm, hired a different firm, or stopped contact. |
No tasks |
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