How to Navigate a Lead/Case Record Follow
All records in the system are initially created as Lead records. You will be able to keep track of everything that happens and has happened with the lead from the time their record was created in the system. We recommend exploring the different tabs in the toolbar, which will be discussed in detail below.
When you first enter a Lead record, you will be in the Intake Details tab. This tab contains a few sections that highlight the primary details related to the record.
Under this tab is where you will find the intake form that was configured for the case type that the record is in.
Under this tab, you will find all Default Key Dates that have been configured for the specific case type your record is in. This tab will allow the firm to keep track of any important dates related to the record, as well as trigger automated tasks related to those key dates.
This tab will store any documents and files related to the record.
This is where you can manage all tasks related to a specific record.
Under this tab you will be able to view all Legal CRM emails related to the record, as well as compose new emails.
In this tab, you will be able to see all text messages that have sent to the lead/client as well as the text messages received from the lead/client. You can also use this tab to manually compose texts.
If you ever have a hard time finding a text message, be sure to check the filters and the date range that are applied at the top of the tab. By default, automated messages and unread messages will not be shown.
Under this tab, you will be able to select any of the available e-Sign templates to send for signing.
You can use the Expenses tab to keep track of any expenses the firm incurs that are related to the Lead/Case record. You may also track any special damages or client debt incurred by your lead/client for settlement purposes in this section.
If your firm uses the National Records Retrieval (NRR) service, you will be able to take advantage of our direct integration that can be used to request and receive medical records inside of the Legal CRM portal. If you do not use NRR, you can still use this section to track all record requests.
The Audit Log tab can be used to view all of the activity that has occurred in the record. You can use the Audit Log to find and keep track of any changes that occur in the record. You can use the arrows in the bottom-right corner to look through the pages of logs.
Once a Lead record is made into a Case record, some additional tabs will appear in the finance tab that are specific to case management.
Case Intake Form
The Intake Form tab will become the Case Intake Form tab after a lead record is converted to a case.
Under this tab, you can keep track of hourly billing entries. You will have the option to use the built-in timer or to manually enter in the duration of time for any time entries.
Under this tab you will be able to generate invoices for any expenses that exist on your record to send to the client (the Primary Contact of the record).
Under this tab, you will be able to add and keep track of settlements for the case.
Under this tab you will be able to add and keep track of any bank transactions related to the Case. transactions. Please note this tab requires special permission to access. To learn more, please click here.
If you need further assistance, then please contact Legal CRM Support to assist you further.
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