EstateMin

Learn how Leads lets prospective clients fill in their own intake portal before your firm opens a matter in Clio.

What Are Leads in EstateMin?

Learn how to set up Leads the first time, choose who hears about new leads, and create your firm's first intake link.

How to Set Up Leads for Your Firm

Learn how to create intake links for prospective clients, copy and share them, pause them, and change your firm's web address.

How to Create and Manage Intake Links

Learn how to choose which members of your firm get lead emails, for which matter types, and which emails they receive.

How to Choose Who Is Notified About New Leads

Learn how to find leads, review everything a prospective client shared, assign the lead, and ask them for more details.

How to Review a Lead and Request More Details

Learn how to decline a lead you will not take on, reopen a declined lead, and permanently delete a lead or spam.

How to Decline, Reopen, or Delete a Lead

Learn how to convert a lead into a Clio matter, choose the client and attorney, and what happens to the prospective client's portal.

How to Convert a Lead to a Matter

Share intake links, review prospective clients, and convert leads into matters.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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