Question 1

What is law firm lead management software?

Accepted Answer

Our law firm lead management software helps your firm capture, organize, score, and convert potential clients. Instead of tracking new inquiries across phone calls, emails, spreadsheets, and inboxes, Legasus gives your intake team one place to manage every lead from first contact to signed retainer.

Question 2

How does Legasus handle legal intake?

Accepted Answer

Legasus helps your firm manage the full intake process, including phone calls, emails, in-person consultations, lead details, communication history, qualification notes, AI scoring, retainer signing, and matter creation. Once a lead is ready, your team can convert it into an organized matter without starting over.

Question 3

Can Legasus capture phone calls and turn them into leads?

Accepted Answer

Yes. Phone inquiries can be connected to your intake workflow so new callers are captured, organized, and followed up with. This helps your firm reduce missed opportunities and keep every potential client in the right intake pipeline.

Question 4

Can Legasus organize intake emails?

Accepted Answer

Yes. Intake emails can be connected to the lead record so your team can keep client questions, follow-ups, documents, and communication history in one place. This makes it easier to understand the full conversation before deciding whether to move forward.

Question 5

Can I track in-person consultations?

Accepted Answer

Yes. Legasus can help your firm manage leads that come from phone calls, emails, referrals, website inquiries, and in-person consultations. This gives your intake team one consistent process for every potential client, no matter how the lead comes in.

Question 6

How does AI lead scoring work?

Accepted Answer

AI lead scoring helps your team evaluate new leads based on the information collected during intake. Scores can help intake managers prioritize stronger opportunities, identify leads that need review, and route potential clients to the right next step.

Question 7

Can AI scoring be tuned to my firm’s case mix?

Accepted Answer

Yes. Lead scoring should reflect the types of matters your firm wants to prioritize. For example, a personal injury firm, family law firm, immigration firm, or defense practice may care about different qualification details, case values, urgency, and intake criteria.

Question 8

When does AI score a new lead?

Accepted Answer

A lead can be scored after key intake information is collected, such as case type, contact details, incident details, urgency, location, referral source, or other qualifying information. This helps your team evaluate leads quickly while keeping humans in control of the final decision.

Question 9

Can I track referral sources and lead sources?

Accepted Answer

Yes. Legasus can help your firm track where leads come from, including referrals, phone calls, website forms, ads, email, in-person consultations, and other intake channels. This helps partners and intake managers understand which sources are producing the best opportunities.

Question 10

Can I see all communication with a lead in one place?

Accepted Answer

Yes. Calls, emails, notes, follow-ups, and intake activity can be organized around the lead record. This gives your intake team a complete view of the relationship before the lead becomes a client.

Question 11

Can I send a retainer from a lead?

Accepted Answer

Yes. When a lead is ready to move forward, your team can send a retainer for signature directly from the intake workflow. This helps reduce friction between qualification, engagement, and matter creation.

Question 12

Can a signed lead be converted into a matter?

Accepted Answer

Yes. Once a lead signs the retainer and is ready to become a client, the lead can be converted into a matter. Key intake information, contact details, communication history, and related records can carry forward so your team does not have to re-enter the same information.

Question 13

What happens if a lead is duplicated?

Accepted Answer

Legasus can help your team identify and manage duplicate leads so communication stays clean and your intake team avoids working the same opportunity twice. This is especially useful when a potential client contacts your firm through more than one channel.

Question 14

Can intake managers assign leads to attorneys or staff?

Accepted Answer

Yes. Leads can be assigned to the right intake manager, attorney, paralegal, or staff member based on your firm’s process. This helps clarify ownership and makes sure every lead has a next step.

Question 15

Can I track lead status through the intake pipeline?

Accepted Answer

Yes. Your team can track where each lead stands, such as new inquiry, contacted, consultation scheduled, under review, retainer sent, signed, rejected, or converted to matter. This helps prevent leads from falling through the cracks.

Question 16

Can I see which leads need follow-up?

Accepted Answer

Yes. Follow-up visibility is one of the most important parts of intake management. Legasus helps your team see which leads need a call, email, consultation, retainer reminder, or attorney review.

Question 17

Is lead activity tracked and auditable?

Accepted Answer

Yes. Lead activity can be tracked so your team can see what happened, when it happened, and who handled each step. This gives managers better visibility into intake performance, follow-up quality, and conversion activity.

Question 18

What languages does the intake flow support?

Accepted Answer

If your firm supports multilingual intake, Legasus can help organize intake information for different client communication needs.

From a midnight phone call to a signed retainer in 20 minutes.

Every lead answered, scored, routed, and signed before your team is back at their desk.

Every channel. One queue. Power filters.

Capture

Score

Route

Sign

Convert

Six-dimension AI lead scoring. With reasons.

Smart assignment rules. Test them before they go live.

Rule preview

Load-balancing

Email, DocuSign, and Phone Agent — from the lead row.

The leads you already have, waiting to be recovered.

See the whole funnel. Tune it without engineering.

Conversion analytics an intake manager actually wants.

No-code intake settings, on one page.

What firms see after Legasus runs intake.

Answers to the questions intake managers ask us first.

Run intake on autopilot. Settle more cases.