Convert a lead to a matter

Once your firm retains a client you can convert the Lead to a Matter.

Table of Contents

• Convert a lead on the triConvey Desktop App
• Convert a lead on the triConvey Companion Site Web App

Convert a lead on the triConvey Desktop App

1.    Open the lead file.

2.    Select Convert to Matter above Lead Details.
 

3.    Choose the Matter Type to convert this lead to.  

Tip:  Current Lead Type and Matter Type converting to fields will be displayed at the bottom of the window for reference.  triConvey auto-selects the matter type if the lead has the same name in the same category.

4.    Select Convert.  You will be prompted to confirm the conversion as you will not be able to convert the matter back into a lead.

5.    If the Lead Type and Matter Type are 100% compatible, you can continue to complete the matter details. 

6.    If you are converting a lead into an incompatible matter type, there may be fields in the lead that cannot be brought across. triConvey removes the incompatible data from the matter. Confirm you are ready to proceed by ticking I have read the above message and selecting Yes.

Tip:  Make a note of the data before conversion for placing in the converted matter.  Memos or contact cards can hold data in the new matter.

Once converted, the heading colour changes from dark green to dark blue and the icon changes from (L) to (M).

If you've enabled automatic matter numbering, triConvey assigns a Matter Number/Internal Reference.

Convert a lead on the triConvey Companion Site Web App

1.    Open the lead file. 

2.    Select Convert Lead to Matter on the top-right corner of the screen.

3.    Choose the State, Practice Area and Matter Type you wish to convert the lead to.

4.    Based on your selection, the Client Role drop-down menu will be updated with the appropriate roles (e.g. selecting Conveyancing > Purchase as the matter type will allow you to select Purchaser only for the Client Role).

5.    Select Convert to Matter.