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Documentation Index

Fetch the complete documentation index at: https://docs.holace.io/llms.txt

Use this file to discover all available pages before exploring further.

The Leads page is your firm’s pre-case pipeline. Everyone you might represent — but haven’t signed yet — lives here. Leads come in from public forms, phone intakes, referrals, and CSV imports, then move through qualification until they either become a journey or get marked DNQ. [Screenshot: Leads page header with stats cards: Total, New, Qualified, Converted]

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Lead statuses

A lead’s status describes where it sits in the qualification process. There are six:

New

Just arrived. No one has called or emailed them yet. This is the top of your queue.

Contacted

Your team has reached out. Awaiting response or follow-up.

Qualified

Conflict check is clear, statute is good, scope fits. Ready for the conversion checklist.

Unqualified

Doesn’t fit — wrong jurisdiction, expired SOL, conflict, or scope mismatch. Kept on file.

Converted

Has been promoted to a journey. The linked journey is shown in the row.

Lost

Was promising but went elsewhere or stopped responding. Use this instead of deleting.
HoLaCe also tracks a separate DNQ (Did Not Qualify) Avenue at the journey level for cases that get rejected after deeper investigation. Leads that never make it past intake stay here as UNQUALIFIED — they don’t need a journey to be tracked.

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What each row shows

The leads table has eight columns:
ColumnWhat it means
NameFirst + last name. Click to open the lead detail page.
StatusThe badge from the list above.
SourceWhere the lead came from — Website, Referral, Google Ads, Facebook, LinkedIn, Phone, Walk-in, Other.
Score0–100 lead score, color-coded green / yellow / red.
Assigned ToTeam member responsible. “Unassigned” if no one’s claimed it.
LocationCity and state, when known.
ProgressThree-dot indicator: Contract Signed, HIPAA Received, Intake Completed. Fill all three to enable conversion.
CreatedDate the lead first entered the system.
[Screenshot: Leads data table with sample rows showing status badges, scores, and 0/3 progress indicators]

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Filters

The Filters card above the table has four controls:
  • Search — matches name, email, phone, city, or state.
  • Status — filter to a single status, or “All Statuses.”
  • Source — narrow by acquisition channel.
  • Assigned To — filter to a specific team member or “Unassigned.”
There’s also a Show Converted / Hide Converted toggle below the filters. By default, converted leads are hidden so the active queue stays clean — flip it on when you need to audit or report on conversions.
Use the Unassigned filter every morning to triage new leads. Assigning each one to a specific paralegal is the single biggest predictor of conversion-rate lift.

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Stats at a glance

The four cards across the top give you the macro view:
  • Total Leads — every lead in the system, regardless of status.
  • New Leads — count with status NEW.
  • Qualified — count with status QUALIFIED (ready to convert).
  • Converted — count with status CONVERTED (already became journeys).
Track these weekly. The ratio of Converted to Total is your conversion rate.

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Bulk actions

From the leads table you can:
  • New Lead (top right) — manually create a lead, useful for phone intakes.
  • Import — upload a CSV (Cleo-export-compatible format supported).
  • Export — download the currently filtered list as CSV.
For per-lead actions, use the ⋮ menu on each row: View Details, Edit Lead, Convert to Journey. [Screenshot: Lead row action menu showing View, Edit, Convert options]

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Drilling into a lead

Click a lead’s name to open the detail page. There you can edit any field inline, add comments, log activities, attach documents, and (when ready) start the conversion workflow.
The conversion workflow itself — the pre-conversion checklist, journey-type picker, contract terms — has its own page: Lead → Journey.