Track Your Leads From Prospect to Client

Lead Management in MyCase gives you the tools to track, manage, and convert more prospective clients into business for your law firm.

A smart phone which has a grey arrow connecting a file folder, bar chart, magnifying glass, documents, and smart phone icons.
A smart phone which has a grey arrow connecting a file folder, bar chart, magnifying glass, documents, and smart phone icons.

Keep track of what's happening with your leads

The MyCase Lead Status Board allows you to track a lead from Prospect to Client - ensuring that no opportunities slip through the cracks. As leads advance from one stage to the next, every touchpoint is recorded for reference. Plus, staff can be assigned to-dos, reminders, and even consultation appointments.

Key features:

  • Lead Status Board
  • Staff To Do's per Lead
  • Customizable Stages

Fully understand your lead pipeline - end to end

MyCase gives you clear optics into your firm's top referral sources, your entire touchpoint history with your leads, and ultimately what's converting them into cases. Armed with this information, you're able to focus your efforts on promoting steady growth in your business over time.

Key features:

  • Analytics Dashboard

Eliminate duplicate data entry

Syncing your law practice solution with a separate lead management software can result in a lot of redundant data entry. With MyCase, you're able to eliminate the busy work by tracking leads and cases in a single tool. Our customizable Intake Forms make it quick and convenient to collect all the data your firm needs directly from clients - no duplicate data entry necessary.

Key features:

  • Intake Forms

Did you know MyCase also offers professionally designed websites? Click here to learn more. (Additional fees apply.)

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