Legal and Business Staff can use this form to track Initial Consults to encourage them to hire on. Viewers can set filters:

   •  Staff (one lawyer or All), and
   •  Client Type, and/or not
   •  Search (specific client).

The above form is an example where “Icon Appointment” was selected as “Client Type”

♦ ♦ ♦

To see more information about a “Consult Only” potential client, click on “Edit” in the “Options” column. The below form is such an example where “Consult only” was selected as “Client Type”.

These Edit forms are useful for determining the status and updating progress of Initial Consults, so worthy potential clients can be contacted again to encourage them to hire on.

Thank you, More Family Law Profits team member. You deserve More Family Law Profits and More Family Law Profits loves helping you.