The first time anyone at your firm opens Leads, EstateMin walks you through a short setup. You choose who should hear about new leads, then create your first intake link. It only needs doing once for your firm.
New to Leads? See What Are Leads in EstateMin?
đ How to Start Setup
Click Leads in the dark icon rail on the far left. Until setup is done, it shows a New tag.
A welcome page explains the four stages of Leads: Share your intake link, They get their own portal, Reminders do the chasing, and Review and convert.
Click Get Started.
đ Choose Who Should Hear About New Leads
The first setup screen asks Who should hear about new leads?
Tick each member of your firm who should get an email when a new lead comes in.
For each person you tick, choose the matter types they hear about from the dropdown: All matter types, or any of Probate, Trust Administration and Estate Planning.
Click Continue.
You must tick at least one person. If nobody is ticked, EstateMin shows Pick at least one person. Otherwise nobody will know when a lead comes in. and Continue stays unavailable.
đ Create Your First Intake Link
The second setup screen is Create your first intake link.
Check your firm's web address. EstateMin suggests one from your firm name. If another firm already uses it, you will see Another firm already uses this web address. Choose a different one.
Fill in the link details: Name, Link address, Matter type, Questionnaire, Assign leads to and Responsible attorney. Each field is explained in How to Create and Manage Intake Links.
Click Create link.
You land on the Intake links page with a green banner: Your first intake link is ready. Click Copy link and add it to your website, or paste it into an email to a prospective client.
đĄ Good to Know
Click Back on either setup screen to return to the previous one without losing what you entered.
You can change who is notified at any time under Leads > Notifications. See How to Choose Who Is Notified About New Leads.
You can edit the link, or create more links, at any time under Leads > Intake links.
Prospective clients are reminded every 3 days, up to 5 times, unless you change it. See How to Set How Often Reminder Emails Are Sent.
đŹ Need Help?
Use the chat bubble in the lower-right corner of EstateMin or email [email protected] for support.