Task guide
Intake reports
See how many enquiries became matters and how fast, how quickly prospects were answered, how long enquiries sat in each stage, how many consultations were missed, and why enquiries were lost.
Reading a report
Open Client intake, Reports. Each report reads the enquiries received in a window, the year to date until you choose another, over at most a year. Narrow any of them by pipeline, practice area, lawyer, office, channel and source, and Export it as a CSV file with a total line. A figure that cannot be measured, such as a median over no enquiries, reads as not measured rather than nought.
The five reports
- Funnel: enquiries received, how many became matters, the conversion rate, the median time to convert, how many were lost and how many are still open, and the fees billed on the matters they became, in the firm's own currency. Group by source, campaign, the form or booking page that brought them, practice area, lawyer, office, channel or month. Grouped by source, campaign or page, it is the firm's intake sources report: where clients and fees come from.
- Response: the median time to the firm's first response and the share answered within the target, by owner, office or channel.
- Stage times: for one pipeline, how many enquiries entered each stage, the median time and the slowest tenth, and how many are still in it.
- Consultations: booked, held, no shows, cancelled and moved, and the no-show rate, by lawyer or month.
- Lost: enquiries closed without a matter, by outcome and reason.
What you see
You see only the enquiries you may read.
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Read next
- Take in an enquiryRecord a prospect before any matter exists, move the enquiry through its pipeline as each gate is met, clear the conflict check, and close or reopen it.
- From enquiry to matterBook and record consultations, propose the fee, send the engagement letter to sign, work through the checklist, and convert the enquiry into a client and a matter in one step.