> ## 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.

# Leads List

> Manage your firm's lead pipeline — statuses, filters, lead scoring, and the pre-conversion checklist that gates qualified leads into journeys.

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]

## Lead statuses

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

<Columns cols={2}>
  <Card title="New" icon="sparkles">
    Just arrived. No one has called or emailed them yet. This is the top of your queue.
  </Card>

  <Card title="Contacted" icon="phone">
    Your team has reached out. Awaiting response or follow-up.
  </Card>

  <Card title="Qualified" icon="circle-check">
    Conflict check is clear, statute is good, scope fits. Ready for the conversion checklist.
  </Card>

  <Card title="Unqualified" icon="circle-xmark">
    Doesn't fit — wrong jurisdiction, expired SOL, conflict, or scope mismatch. Kept on file.
  </Card>

  <Card title="Converted" icon="arrow-right-to-bracket">
    Has been promoted to a journey. The linked journey is shown in the row.
  </Card>

  <Card title="Lost" icon="user-slash">
    Was promising but went elsewhere or stopped responding. Use this instead of deleting.
  </Card>
</Columns>

<Note>
  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.
</Note>

## What each row shows

The leads table has eight columns:

| Column          | What it means                                                                                                |
| --------------- | ------------------------------------------------------------------------------------------------------------ |
| **Name**        | First + last name. Click to open the lead detail page.                                                       |
| **Status**      | The badge from the list above.                                                                               |
| **Source**      | Where the lead came from — Website, Referral, Google Ads, Facebook, LinkedIn, Phone, Walk-in, Other.         |
| **Score**       | 0–100 lead score, color-coded green / yellow / red.                                                          |
| **Assigned To** | Team member responsible. "Unassigned" if no one's claimed it.                                                |
| **Location**    | City and state, when known.                                                                                  |
| **Progress**    | Three-dot indicator: Contract Signed, HIPAA Received, Intake Completed. Fill all three to enable conversion. |
| **Created**     | Date the lead first entered the system.                                                                      |

\[Screenshot: Leads data table with sample rows showing status badges, scores, and 0/3 progress indicators]

## 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.

<Tip>
  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.
</Tip>

## 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.

## 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]

## 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.

<Note>
  The conversion workflow itself — the pre-conversion checklist, journey-type picker, contract terms — has its own page: [Lead → Journey](/intake-forms/lead-to-journey).
</Note>