Acquiring, tracking, and managing quality leads is an important, but challenging aspect of your practice and intake process. Most of the time, law firms focus on lead generation, but it’s important not to overlook the process of how those leads become clients. To do that, you’ll need a system that helps you manage leads and clients in a systematic and structured way. With MyCase’s Lead Management features, you’ll be able to track, manage, and convert more prospective clients efficiently and effectively, all from within a single system.

Lead Insights and Data Collection

MyCase Lead Management features allow you to track a lead from prospect to client through its Lead Status Board, recording every touchpoint and even allowing you to assign staff to tasks, set reminders, and even consultation appoints from the Board. The Lead Status Board helps you get a clear view of your firm’s top referral sources, view your history with leads and clients, and even get insight into what turns prospective clients into clients through the Lead Insights dashboard.

MyCase also offers customizable intake forms, so you can collect all the data you need from your clients, which will sync automatically into your client’s files. What’s more, once a lead becomes a client, all that information will get transferred from the lead file into the client file – no duplicate data entry required.

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Creating and Managing Leads

Creating and managing leads couldn’t be easier. Just click on the Leads tab on the top right of your screen, then click “Add Lead” to create a new lead.

From there, you’ll be able to fill in information like the lead’s name, email, phone number, status, case information, or referral source. You’ll also be able to customize what information to collect, create tasks for staff members to follow up with leads, view analytics on leads, upload documents, or convert a lead to a client.

With MyCase Lead Management features, you’ll be able to create a more efficient intake and lead tracking and management system for your firm, helping you convert those leads into clients.

How to Get It

To learn more about MyCase, its Lead Management and other features, or to sign up for a free trial visit

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Last updated September 10th, 2019