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📊 Introducing Lead Scoring for Intake Forms Follow

Legal CRM Support
  • Updated

We’re excited to announce a new enhancement to your Legal CRM: Lead Scoring!

This powerful new tool helps you qualify leads more effectively by assigning values to specific intake form answers. If you’re looking to prioritize high-value leads or streamline your intake process, this feature is made for you.

💡 What Is Lead Scoring?

Lead Scoring allows you to assign a weight (or value) to certain intake form answers. As leads or users in the system fill out the client intake form , their total lead score is automatically calculated and displayed at the top of their profile — both as a score and a percentage.

This gives your team quick insight into how qualified a lead might be, based on their responses.

✅ Supported Question Types

You can assign weights (aka "lead scores") to the following intake form question types:

  • Dropdowns

  • Radio Buttons

  • Pick Lists

These question types support predefined answers, which makes them ideal for scoring!

⚙️ How to Enable and Use Lead Scoring

Follow these steps to activate Lead Scoring in your intake forms:

  1. Go to Setup
    Navigate to your CRM’s sidebar and click on Setup.

  2. Open Intake/Case Form Builder
    Select Intake/Case Form Builder from the Setup menu.

  3. Select Your Case Type
    Choose the case type you want to edit or create a new one.

  4. Enable Lead Scoring
    At the top of the form editor (next to the case type name, column count, and number of fields), you’ll see a new toggle labeled "Lead Scoring". Switch it ON.

  5. Assign Weights to Answers
    For each qualifying question (Dropdown, Radio Button, Pick List), you’ll now see a “Weight” option next to each answer. Enter a numeric value to reflect how important each answer is.

  6. Save Your Form
    Hit Save, and you’re done! Your form is now scoring leads automatically.

📈 Viewing Lead Scores

Once the form is active, every lead that fills it out will have a total lead score and percentage displayed at the top of their profile. This score reflects the sum of all assigned weights from their answers.

🤔 Why Use Lead Scoring?

  • Quickly identify high-priority leads

  • Standardize your intake evaluation process

  • Save time by focusing on the most promising opportunities

Need help or have more questions? Our support team is happy to assist.

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