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View referrals, lead intake, instant consult booking
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For Clients: FAQ's
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For Lawyers - Working with your client online
Intake A New Lead
Lead intake is an important lifeline for your firm. Qase makes it easy to monitor and keep the status of your leads up to date. At a glance you can see which clients need to be followed up with and which are ready to hire.
Click Go to the Leads page and select New Lead
Enter your lead contact information and select a Practice Area and SAVE
You can now view your lead in the intake pipeline: