LawEval is the first decision-making platform engineered specifically to meet the unique needs of law firms. This video will explain the Leads Module.
After logging in, click on Leads Overview. The dashboard defaults to the last 30 days but it can be filtered by week, month, quarter, or any custom range.
The top displays total number of Raw Leads, Potential New Clients, Cases, as well as charts of leads and cases by type.
The charts enable users to easily analyze lead types, hover over data points to reveal totals for any date, and cross out any variables to hide them from view.
The Lead Review list below the charts includes all leads within the date range, detailing Channel, Source, Type, Contact Details, Comment, and Practice Area.
Our system automatically labels your leads so you can spend less time sorting, and see exactly which marketing channel delivered every lead.
The classification feature allows leads to be categorized and updated over time. Leads classified as PNC or CASE are instantly reflected in the counters above.
We’ve integrated high-accuracy machine learning to verify your leads and automatically classify them to give you instant clarity on your marketing ROI.
You'll see purple indicators signifying that our machine learning has verified the quality of the lead. This AI-driven layer filters out duplicates and spam.
The Leads Review table offers tools that enable you to filter, sort, search, export, quick copy, and instantly use your default phone or email application.
By clicking on View Details, you can see a historical log of changes, access advanced controls for call recordings, and add, edit, or delete notes as well.
The Integrations dropdown within the Leads module displays a list of various sources from which leads are being received.
By clicking on a specific integration, users can uncover additional details about that integration, as well as view all leads arriving through that avenue.
Thanks for your attention! Stay tuned for more information.