LEAD MANAGEMENT
Every Lead, Tracked From First Call to Retained Client
ProperFile’s lead management system keeps every prospect moving — through one dashboard, clear status stages, and reporting that updates the moment you enter information.
TRACK · MANAGE · CONVERT
One Dashboard. Six Lead Statuses. Zero Guessing.
Every lead in ProperFile moves through the same fixed set of statuses, so your whole team can see exactly where a prospect stands in the Leads Dashboard — and move it forward in a few clicks.
- Admin Dashboard
- Change status in a few clicks
1. New Lead
2. Contact Made
3. Follow-up
4. Consult Scheduled
If a lead doesn't convert:
No Show
Dead Lead
Status types are fixed, so every team member always sees the same pipeline, the same way. A new lead automatically starts out as “New Lead.”
BEFORE / AFTER
From Scattered Notes to One Source of Truth
Without a system
- Leads scattered across sticky notes, spreadsheets, and email threads
- No consistent view of where each prospect stands
- Follow-ups fall through the cracks
With ProperFile
- Every lead shows a live status — New Lead, Contact Made, Follow-up, Consult Scheduled
- Lead source and ad placement tracked on every lead
- Stats update in real time as your team works
REPORTING
Get Insights on Every Lead Source
See exactly how your firm generates clients. Set up your lead sources and ad placements once, and every new lead ties back to where it came from — giving you a clear, real-time picture of what’s actually converting.
- Easy to use
- Real time stats
- Add, edit, or delete lead sources
- Search by date range
- Know exactly how much money you're collecting from all retained clients
Reporting
Providing you with accurate reporting to help keep growing your business. Always know what’s working and adjust your marketing strategy based on real numbers.
END TO END
Retaining New Clients Has Never Been Easier
Lead management doesn’t stop at the first phone call. ProperFile connects to customizable client intake forms and electronic signatures for retainers — so the same system that tracks a prospect also turns them into a signed client. One simple solution, start to finish.
Want a closer look at building a consistent process? Read our guide to a client intake and follow-up system for law firms.
FAQ
Frequently Asked Questions
What kind of information is saved when entering a new lead?
It’s really up to you, however, we always recommend saving the name, address, telephone number and e-mail. Assigning a Lead source and ad placement source is crucial to understand where clients are coming from.
How often are stats updated?
Stats are updated the second you enter information on your client system. We provide real time stats.
What is the lead status list?
We provide you with six (6) different categories for lead status. Any new lead will begin with a “New Lead” status and will automatically show in the “New Lead” column in the Leads Dashboard, from there, you can change the Status to “Contact Made”, “Follow-up”, “Consult Scheduled”, “No Show” and “Dead Lead”. Status types are permanent and cannot be modified.
Start Managing Your Leads the Easy Way
Track every prospect from first contact to retained client — with reporting that updates in real time.