Yes. The intake form’s right-hand column has an Assign to colleague card: pick a firm member, add an optional note, and choose how to send it.
- Pick the firm member under Hand this lead to.
- Add a note for them if it helps (“Call after 5pm, wants a quote re: a DUI”).
- Choose Save & assign to create the lead and hand ownership over now, or Save as draft if you only caught a name and the gist. Acquit saves a draft for your colleague to finish, pre-filled with what you captured.
Either way, your colleague gets a notification and an email, and an assigned lead shows a banner naming who sent it and their note.
Where drafts wait
Drafts appear in a Drafts to finish strip at the top of the Leads tab, for both the sender and the assignee, where they can be reopened or discarded. A draft is not a live client until it is finished.
Staying on the file
If you are a Solicitor, Clerk or Support member, tick Keep me on this file to stay on as a collaborator after handing it over. Firm leadership (Owner, Co-Owner, Admin) and the practice-manager account already see every member’s files, so the option is not shown for them.
Reassigning a saved lead
Firm leadership and the practice-manager account can reassign an existing lead using the Assign button in its page header.