Track Your Leads From Prospect to Client

Convert more Leads into Clients by tracking the status of every prospective client.

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

Every lost lead is a costly missed opportunity for your law firm. 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. And as needed, staff can be assigned to-dos, reminders, and even consultation appointments pertaining to each new lead - all of which are synced on your firm's calendar. One click is all it takes to convert leads into clients with no information loss along the way.

Key features:

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

Fully understand your sales pipeline - end to end

Without a firm grasp on the lifecycle of your leads, it's impossible to make informed decisions on how to best convert them into clients or solicit repeat business. MyCase gives you clear optics into your firm's top referral sources, your entire touchpoint history with your leads, their monetary value to your business, and ultimately what's converting them into cases. Armed with this information, you're able to allocate your efforts to promote growth in your business minus the challenges that come with managing multiple softwares to gather lead data.

Key features:

  • Analytics Dashboard

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