← Menu My Leads
Loading…
—
Your pipeline. Cards move forward automatically as matters progress in Clio. Drag a card to Lost — or hit Mark lost on the card itself — when a lead won't engage.
0
New enquiry
Awaiting first contact.
0
Initial contact
Call or email logged.
0
Matter open
Clio file created.
0
Activity recorded
Billed clients & active matters.
0
Closed
File archived in Clio.
0
Lost
Did not engage.