Lead approval queue
Every new lead is reviewed by your staff before it becomes work.
AI gathers; people decide. Every lead that arrives through chat, forms, or ads lands as pending approval. Your team reviews the intake, catches conflicts and spam, and only then does the lead enter the working pipeline. The firm stays in control of what becomes a file.
How it works
01
A deliberate gate
Nothing auto-converts into a matter. Approval is an explicit staff action, with the full intake and transcript in front of the reviewer.
02
Reject with a reason
Declined leads keep their record and reason, so the same person isn't re-triaged from scratch next month.
Goes well with
See it live on your site.
Book a demo