This guide will explain the 11 possible statuses that a Lead can be in. Each status has tasks associated with it which will be explained below each status in this guide.
ALL LEADS ultimately end up as Rejected, Referred, Signed Up, or Lost. Everything in between are active leads that reside in the Intake Dashboard.
Assigned - New incoming leads that are assigned to an attorney. This should be a short-lived status as once the attorney talks to the lead, the status should change.
Intake staff are given a follow up task in 30 minutes if that status doesn't change.
Chase - Contacted client and did not get an answer.
Intake staff receives follow up tasks every 4 hours to continue the chase.
Under Review - Waiting on something such as medical records or a police report to make a decision.
Intake staff receive a follow up task every 14 days if the status doesn't change.
Hold - For longer arc cases such as Social Security Disability where you don't know if you are taking the case for several months.
Intake staff receive follow up task every 30 days.
Scheduled - Appointment is scheduled either in the office or out of the office on a future date.
Intake staff receive follow-up tasks to add appointment to calendar and to change the status after the appointment is over.
Pending Signup - Send sign-up packet via e-sign, send investigator, schedule an appointment, or waiting on a client decision.
Intake staff receive follow up tasks every 5 days.
**Possible Sub-statuses: Appointment, Electronic Signature, Investigator, Mail, Pending Client Decision.
Signed Up - The lead is now your client.
Export to case management system. Lead then appears in the Open Cases section.
Closed - Cases that are complete - generally with a settlement amount attached.
Finance office receive a task to enter case settlement details
Referred - Lead is referred to another firm either because it is outside of your firm's practice area or you don't want the case but someone else may.
Intake staff receive follow-up task to determine if the referred firm accepted the case.
Possible Sub-statuses: No Follow-up, Declined, Pending Review, Reviewing, Signed Up, Settled / Closed
Rejected - A case an attorney decided not to take or the details were clear enough that intake staff can tell the lead that this isn't something you can help them with.
Lost - A lead you wanted but ultimately lost. Most often after 6 chase attempts that did not result in contact.
Possible Sub-statuses: Did Not Sign After Meeting, Hired Another Attorney, Lost Contact, No Longer Interested, No Show, Wrong Number/Email
Note: The length of time associated with tasks can be changed for your firm's work flow preferences.