Red Flags

Red flags are risk factors that influence your success with leads and cases: the warning signs that a prospect may become a problem client. How flags are checked and scored on a record is covered in the Red Flags section; this page is where the flag definitions themselves live. Lead flags and case flags are separate lists, so the page appears under both Leads and Cases in Settings.

What a Flag Definition Carries

• Name: the risk factor, stated plainly, such as “Client fired his last attorney (make sure to boost if more than one)”.
• Applies To: limit the flag to particular case types, or leave it blank for all.
• Categories: which of the five risk categories it belongs to (Financial, Resource, Malpractice, Temperament, Strategic).
• Weight: how much the flag contributes to a record’s risk score, as a percentage.

Drag rows to set the order flags appear in on a lead or case. Import Standard Flags pulls in Outlaw’s library of common risk factors to start from; only administrators can change the list.

Actual Weights: Let Your Outcomes Tune the Score

This is the part worth slowing down for. Once you have history, Outlaw computes each flag’s actual weight from your own outcomes: how leads and cases that had the flag really turned out (the Outcomes column shows the stage-by-stage record, amounts billed versus collected, and withdrawals on cases). Where enough samples exist, the Actual Weight column shows what the flag should weigh based on evidence rather than intuition.

Use the Use Actuals row action (or select several flags and Use Actuals for Selected) to replace your assigned weights with the measured ones. Your risk scores stop being guesses and start being your firm’s own track record.