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TODAY'S OVERVIEW
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Clients
| Client | Case Type | Added | Status | Rating | Actions |
|---|
Email Templates
Review Request Email
Available variables: {clientName}, {firmName}, {feedbackUrl}
Follow-up Email
Settings
Firm Information
Google Review Settings
Clients who rate 4-5 stars will be redirected to this URL to leave a Google review.
Email Schedule
Booking Settings
Qualified leads will see this link to book a consultation.
Practice Areas & Service Counties
Account
Intake Submissions
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Intake Forms
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Qualification Rules
Rules are evaluated in order. The first matching rule determines the outcome.
| Field | Condition | Outcome | Reason | Enabled | Actions |
|---|---|---|---|---|---|
| No rules configured. Add rules to automatically qualify leads. | |||||