Assignment & routing

Every lead has one owner: visible, accountable, and re-assignable.

Leads without owners go stale. Acceltra makes assignment first-class: route new leads to the right person, see ownership on every card, and re-route in one click when workloads shift.

How it works

01

Active-roster aware

Assignment lists only active team members, and offboarding automatically releases a departing member's leads back to the pool.

02

Works with the ethical wall

For assignment-scoped roles, access follows assignment: a paralegal sees their files, not the firm's entire book.

Goes well with

Pipeline board

Every lead on one board, from first contact to signed retainer.

Roles & ethical walls

Assignment-scoped access: staff see the files they're on, not the whole book.

See it live on your site.

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