LawEval is the first decision-making platform engineered specifically to meet the unique needs of law firms. This video will explain the Leads Module.
The Leads module provides an overview into all integrated channels and sources, offering robust tools for tracking, managing, and optimizing leads progression.
This module is essential for ensuring that no leads are overlooked. After logging in, click on Leads Overview.
The Leads Overview dashboard defaults to the last 30 days but can be filtered by week, month, quarter, or custom range.
The widgets display total number of Leads, Potential New Clients, and Cases, along with trends across all channels, and a breakdown of leads and cases by type.
The charts enable users to easily analyze individual lead types, with the ability to hover over data points to reveal the total leads for a given date.
The performance of each leads type is available, including totals for the selected time frame. Clicking on any lead type will hide it from view.
Below the dashboard chart area is a comprehensive list of all leads within the chosen date range, allowing for efficient management and organization.
Each lead in the list includes several key data points including ID, Date and Time, Source, Type, Contact Details, Comment, Practice Area, and Classify.
The classification feature allows leads to be categorized and updated over time. Leads classified as PNC or CASE are instantly reflected in the widgets above.
These classifications facilitate better filtering and reporting, and provide training data to the platform's lead qualification capabilities powered by LawEval.
The Leads module offers reporting tools that enable you to filter, sort, search, export, quick copy, and instantly use your default phone or email application.
When clicking on a specific lead, you can access additional details, including managing lead classifications directly from the lead detail view.
Users can access advanced controls for call recordings. You can also view a historical timeline of actions for that lead, as well as add, edit or delete notes.
The Integrations page offers visibility into the various sources from which leads are being received. Daily and combined uptime charts are also displayed here.
As additional lead channels are added, they will be displayed within this page, allowing users to monitor the performance and reliability of each integration.
Finally, the Leads module allows you to keep a close eye on the performance and reliability of each leads integration with detailed monitoring and analysis.
By clicking on a specific integration, users can uncover additional details about that integration, as well as view all leads arriving through that avenue.
Users can also access daily and combined uptime charts, a leads over time chart with the ability to hover over data points, and a timeline of recent outages.
The Leads module offers customized email notifications with the flexibility to receive messages for all leads or only those that meet specific criteria.
In the Settings area, accessible through the profile icon dropdown menu, users can configure their lead notification preferences.
This includes options to enable email notifications for all leads, or customize for specific integrations, as well as selecting your preferred schedule.
Remember to click the Save button after making any changes to your leads configuration.
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