Topic
Sales
Capture leads, book consultations, and convert them to clients.
Guides
The Lead Page
A tour of everything on a lead, the sections that make up the page, from milestones through conflict checks.
Running a Paid Consultation
The end-to-end walkthrough for a paid consult, from turning it on in Options through taking payment and finalizing the invoice. Paid consults let you collect a fee and issue an invoice before the client signs a retention agreement.
Sections
Settings
Case Types
The kinds of cases your firm accepts, each with its stages, pricing, retainer, minimum trust, and live cost statistics.
Lead Settings
How lead follow-ups are assigned, whether your firm charges for initial consultations, and the small celebrations.
Win/Loss Reasons
The reasons you choose from when a lead is won, lost, refused, or put on hold: the raw material of your sales analytics.
Red Flags
Define the risk factors your firm watches for in leads and cases, weight them, and let your own outcomes tune the weights.
Intake & Custom Fields
The custom questions your firm asks on contacts, leads, and cases: their order, types, and privacy flags.
Looking for every Settings page in the app's own order? See Settings.