Clients are active matters you are working on; Leads are prospective clients who have not yet engaged your firm. Clients appear in the main Clients tab, and Leads under the Leads tab, where they can be filtered by Active or Lost status.
What leads track
Leads carry extra fields: lead source, estimated value, and an optional follow-up date. Setting a follow-up date creates a follow-up task automatically, and that task shows the lead’s phone and email inline with one-tap call, email and copy buttons. A lead’s profile header carries a lead stage chip (New Enquiry / Contacted / Proposal Sent) beside the bail status chip; both update with a single click.
Tip: type your own Source into the dropdown and pick the Custom option that appears; it is saved to your list, exactly as if added under Settings → Client Sources.
Court history on a lead
When Acquit finds the lead’s name on the daily court lists, a Court appearances card summarises their latest appearances, grouped by court, and the header strip shows which courts they have been Seen in. Click a court in the Seen in dropdown to make it their default in one tap, or use the Court chip’s picker, which offers the same courts as Suggested from Appearances chips. Both appear for active clients too.
Converting a lead
Convert from the lead’s profile page, or in bulk from the Leads list: hover a row for its checkbox, tick the leads, and click Convert to Client on the action pill. Converting a single lead takes you straight to their new client page; converting several keeps you on the list. The same pill offers Mark Lost and Delete. Marking a lead lost asks you to record why (no response, too expensive, chose another firm, and so on); the reason feeds your leads analytics, or skip it with Mark Lost without Reason.