Pipeline board
Every lead on one board, from first contact to signed retainer.
The pipeline is a kanban board tuned for intake: stages that match how firms actually track prospective clients, drag-and-drop movement, and real-time updates across the whole team, with no refresh button.
How it works
01
Live for the whole team
Moves and edits appear for everyone instantly. Two staff can't unknowingly work the same lead in different states.
02
Filters that matter
Cut the board by practice area, source, assignee, and date range to see exactly the slice you're working.
03
Smart ordering
Cards surface by recency and urgency so the next thing to do is at the top, not buried.
Goes well with
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