Workflow pipeline
From an organizational standpoint, the Lawmatics Intake Pipeline makes it easy for Sullivan Law & Associates to manage a high volume of leads. The visualization gives Matthew a way to easily identify workflow issues, like if leads bottleneck at a particular stage of intake. It’s also helped them track the client journey and pinpoint the status of any given client at any given time. “It's extremely helpful to just be able to take a glance and see exactly where a PNC is or where a client is.”
