Working a lead, from claim to retained
Lead detail, status tracking, and dispatching a claimed lead into Clio.
Lead detail
Opening a lead shows contact information (name, email, phone, preferred contact method, and whether they've consented to contact), case type, jurisdiction, injury details, viability score and band, an estimated value range, the consumer's underlying report, and a recent-activity log.
Attorney status
Track a lead through New, Reviewing, Contacted, Retained, or Declined as you work it, and keep your own notes attached to it.
Sending it to Clio
If your firm has connected Clio Manage (see "Connecting Clio Manage"), the lead detail page includes a dispatch panel to push the lead's contact, matter, and notes straight into Clio.
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