Leads & Intake
Capturing, importing, creating, and managing leads and intakes, plus intake form setup, lead scoring, assignment, and locking.
Generate a shareable online intake form link so new leads are captured and created automatically in your CRM.
Use the Import Wizard to upload a CSV spreadsheet and bulk import or update contacts, leads, referral firms, and cases in Rocket Matter CRM.
Manually create a new lead record using the New Intake Wizard, including selecting or adding a contact.
Understand each tab of a lead or case record so you can review and manage its details, contacts, events, finances, and activity.
Find deleted lead and case records by filtering the Inbox and restore them with the Undelete option.
Find, print, share, and send a record's intake or case form from the Form section of a lead or case.
Set up and use the Pipeline Inbox to manage leads and cases visually with a drag-and-drop board of customizable status columns.
Assign point values to intake form answers so leads are automatically scored and ranked by how qualified they are.
Build and customize intake and case forms for each practice area, including custom fields and conditional logic that shows, hides, or triggers actions based on a lead's answers.
Set up alerts that notify chosen people or users when new leads arrive, and automatically assign leads created via API to a default owner.
Organize agents into groups and route incoming calls by source and case type, falling back to first-in-first-out logic when no group agent is available.
Lock leads or cases manually or through automation so that only admin users can unlock or edit them, protecting sensitive records from changes.
Automatically lock a public intake form after submission so clients can no longer revisit or change it, with manual lock and unlock options inside the lead or case record.