Key differences between Leads and Matters in triConvey

triConvey gives firms an easy way to track leads, in a similar interface to recording a matter. 

Table of Contents

• Getting Started
• Differences between Leads and Matters

Getting Started

Learn how to create your first lead.

Differences between Leads and Matters

Leads and Matters function similarly to one another, with a few differences to note:

• The header bar colour and icon in Leads are different from Matters.  Leads are denoted with a Green header, while Matters have a Blue header.
  
  
• Leads have a Convert to Matter button, which will disappear after the Lead has been converted to a Matter.
  
• You create leads by selecting a specific Lead Type, not a Matter Type.
  
• Leads do not have a Matter Number or Internal Reference Number.  Because of this, you cannot record time and fees, disbursements, invoices, or trust transactions for lead. To use these features, convert the lead to a matter first.