Visual Pipeline
Every prospective client on one board, from first contact to signed retainer.
A card per person, a stage per step a law firm actually takes, and a conflict-check stage nobody can skip. The retainer that went out three days ago and never came back is the first thing you see.
BEFORE / AFTER
Tracking today, and after
| Today | With LegalCRM.pro |
|---|---|
| Prospective clients in a spreadsheet, an inbox, and a legal pad | One board, one card per person |
| "Did anyone send him the retainer?" | Retainer sent, by whom, when, and whether it came back |
| A lead and a client look the same in the CRM | Prospective and retained are different stages with different rules |
| The partner learns the month was short at month-end | The partner sees the board |
| A conflict surfaces in the consult | Conflict check pending is a stage nobody can skip |
HOW IT WORKS
Stages, cards, moves, alerts
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1
Stages built around how a law firm signs a client: new inquiry, intake form sent, conflict check, consult scheduled, consult done, retainer sent, signed, matter opened. We ship a default per practice area and adjust it to how your firm actually works.
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2
Every inquiry becomes a card on its own, from any channel: web form, call, text, or chat. The card carries the language, the source, the matter type, and the opposing party.
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3
Cards move when something happens: the form comes back, the consult is booked, the retainer is signed. Or when a person moves them.
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4
Anything sitting past your threshold turns red. A retainer out three days with no signature is the one most firms want to see first.
DETAILS
What is on the card
BY VERTICAL
The stages each practice area ships with
A pipeline is a statement about where cases get lost. These are the defaults, and each one has a stage that exists because that is where that practice area stalls.
Personal Injury
New lead, contacted, consult scheduled, retainer sent, signed, matter opened. The clock on Retainer Sent is the number a PI firm watches, because the person is still talking to two other firms.
Immigration
Inquiry, consult booked, documents requested, documents received, retainer sent, retained. The documents stage exists because that is where immigration intake actually stalls.
Family Law
Inquiry, conflict check, consult scheduled, consult done, deciding, retainer sent, retained. Deciding is a real stage with its own follow-up, because the decision takes weeks.
Criminal Defense
After-hours call, captured, attorney reached, retainer sent, retained. In-custody cards sit at the top of the board with an escalation flag, not in date order.
SOUTH FLORIDA
A firm with an office in the Gables and another in Brickell is running two intake operations, and the board filters by office as easily as by attorney. The managing partner sees both or either without asking anyone for an update.
The ES tag on a card is not decoration here. When the stalled card is a Spanish-speaking mother deciding between three firms, which staff member calls her back is the whole outcome, and the tag decides that before anyone dials.
RELATED
What moves the cards
FAQ
What firms ask about the board
Yes, multiple pipelines.
Only if you configure it to. Off by default.
Yes, with per-location filtering and reporting, Coral Gables, Brickell, and Pinecrest included.
See the board with your stages on it.
Thirty minutes, on your practice area’s build. Bring the stage your firm loses cases in and we will show you where it sits.