Lead Management

Lawcus CRM offers a simple pipeline view to help Law firms seamlessly navigate leads in one integrated package. You can track your lead sources, referrals, and pipeline value of the fees expected to be earned on the potential matters.

Follow-up Emails & Texts

Forgetting to follow-up could cost you leads. Add code-free automation and instantly send follow-ups to potential new clients.

Lead Performance Dashboard

The Lead performance dashboard is designed with customization and flexibility at the center of the experience. Ability to easily customize dashboards and present data in a simple, visual format that gives you an immediate snapshot of the performance metrics that matter to you.

Lead Trends Report

The Lead Trends report gives an overview of how successful you have been in converting your leads into matters. This report is a combined version of the Leads Added report, Conversion Rate report, and the Pipeline Value report.

Lead Conversion Tracking

This report shows you the Conversion Rate for the selected period. It shows you the data as a line graph and also as break-up of that data (by Lead Source or by Practice Area). For each break-up category, it shows you the number of conversions and the dollar value of those conversions.

Lead Source Reporting

This report shows the leads added to the pipeline in the selected period. It shows you the data as a line graph and also as break-up of that data (by Lead Source or by Practice Area). For each break-up category, it shows you the number of leads in that category, and the percentage value of the category when compared with all the other categories.

Pipeline Value Report

This report shows the total value of all leads added in the pipeline for the selected period. It shows you the data as a line graph and also as break-up of that data (by Lead Source or by Practice Area). For each break-up category, it shows you the dollar value of the leads in that category.

Track Not Hired Reasons

This report shows the reasons for leads not being hired/converted in the selected date range, the number of leads lost for each reason, and the percentage value of the reason when compared with all the other reasons.

Top Referrers Report

This report shows the top referrers for the selected date range, the number of leads referred, and the percentage value when compared to the total number of leads referred in that period.