Lead Management That Converts More Cases
CaseFuze helps you capture, qualify, and convert leads into paying clients. Track every prospect from first contact through signing, assign intake staff, measure conversion rates, and never let a lead fall through the cracks.
Lead pipeline with stages that match your process
Track every lead from initial contact through retention with stages designed for law firm intake.
- Prospect: First contact. Lead captured from phone call, web form, referral, or walk-in.
- Attorney call: Lead scheduled for or completed an attorney consultation call.
- Follow-up: Lead needs additional follow-up before scheduling a consultation or signing.
- Consult: Lead scheduled for or completed an in-person or video consultation.
- Won: Lead converted to a retained case. Retainer signed and paid.
- Lost: Lead didn’t convert. Track lost reason (no money, no case, hired someone else, etc.).
Move leads through stages manually or automatically based on actions (consultation scheduled, retainer signed, etc.).
Lead sources and referral tracking
Know where your best cases come from. Track lead sources and referral sources to measure marketing ROI.
- Lead source tracking: Tag each lead with the source (Google Ads, referral, past client, website, Yelp, billboard, etc.).
- Custom lead sources: Create unlimited custom lead sources for your firm’s marketing channels.
- Referral contact tracking: Track which contacts (other attorneys, past clients, family members) refer leads to your firm.
- Referral staff tracking: Track which staff members bring in leads (for referral incentives).
- Conversion by source: See which lead sources convert at the highest rate and bring in the most revenue.
- Source performance reports: Track leads, consultations, and conversions by source over time.
Lead Management That Converts More Cases
CaseFuze helps you capture, qualify, and convert leads into paying clients. Track every prospect from first contact through signing, assign intake staff, measure conversion rates, and never let a lead fall through the cracks.
Intake staff assignment and accountability
Assign leads to intake staff and track performance. Know who's converting leads and who needs help.
- Intake staff assignment Assign one or more intake staff to each lead.
- Intake team assignment Assign multiple staff to a lead for team-based intake (receptionist + intake coordinator + attorney).
- Round-robin assignment Automatically assign new leads to intake staff in rotation for balanced workload.
Lead follow-up and reminders
Never let a hot lead go cold. CaseFuze keeps intake staff on top of follow-ups.
- Automatic reminders Set reminders to call back prospects at specific dates and times.
- Next court date tracking For pre-charge leads, track the next court date or warrant search date.
- Follow-up tasks Create follow-up tasks for intake staff (send retainer agreement, request documents, schedule consult, etc.).
One-click conversion from lead to case
When a lead signs, convert them to a case in seconds. No re-entry, no lost information.
- Lead-to-case conversion Click "Convert to Case" and CaseFuze creates a new case with all lead information (contacts, notes, staff, referral source, etc.).
- Contact transfer All contacts linked to the lead automatically become case contacts.
- Staff transfer Intake staff and assigned attorneys automatically become case staff.
Lead analytics and reporting
Measure what matters. Track conversion rates, lead volume, and pipeline health in real time.
- Conversion rates See overall conversion rate and conversion by lead source, staff, practice area, and stage.
- Lead volume trends Track leads created per week, month, or quarter. Spot seasonal trends.
- Pipeline value Estimate pipeline value based on average case value and historical conversion rates.
Lead sources that drive your practice
Track every marketing channel and referral source to know what's working.
- Paid advertising Google Ads, Facebook Ads, billboard, TV, radio.
- Organic channels Website, SEO, Yelp, Google Business Profile.
- Referrals Attorney referrals, past client referrals, family/friend referrals.
Intake staff assignment and accountability
Assign leads to intake staff and track performance. Know who’s converting leads and who needs help.
- Intake staff assignment: Assign one or more intake staff to each lead. Intake staff see “My Leads” in their dashboard.
- Intake team assignment: Assign multiple staff to a lead for team-based intake (receptionist + intake coordinator + attorney).
- Round-robin assignment: Automatically assign new leads to intake staff in rotation for balanced workload.
- Intake staff performance: Track conversion rates, average time-to-conversion, and total cases won by intake staff.
- Intake incentives: Pay intake staff bonuses when leads convert to retained cases (tracked automatically in payroll).
- Lead activity logs: See every call, email, and note logged by intake staff. Full audit trail.
Lead follow-up and reminders
Never let a hot lead go cold. CaseFuze keeps intake staff on top of follow-ups.
- Automatic reminders: Set reminders to call back prospects at specific dates and times. Reminders appear in staff dashboards.
- Next court date tracking: For pre-charge leads, track the next court date or warrant search date. Set automatic reminders.
- Follow-up tasks: Create follow-up tasks for intake staff (send retainer agreement, request documents, schedule consult, etc.).
- Lead aging alerts: See which leads haven’t been contacted in X days. Flag stale leads for review.
- Email and SMS integration: Send follow-up emails and texts directly from the lead record. All communication logged automatically.
- Calendar integration: Schedule consultations and follow-up calls directly from the lead. Sync to Google Calendar or Outlook.
One-click conversion from lead to case
When a lead signs, convert them to a case in seconds. No re-entry, no lost information.
- Lead-to-case conversion: Click “Convert to Case” and CaseFuze creates a new case with all lead information (contacts, notes, staff, referral source, etc.).
- Contact transfer: All contacts linked to the lead automatically become case contacts.
- Staff transfer: Intake staff and assigned attorneys automatically become case staff.
- Referral tracking: Referral source and referral contact carry over to the case for payment and incentive tracking.
- Lead history preserved: Original lead record preserved for reporting. See when lead was created, who worked it, and how long it took to convert.
- Intake incentive trigger: Conversion triggers intake incentive calculation for payroll.
Lead analytics and reporting
Measure what matters. Track conversion rates, lead volume, and pipeline health in real time.
- Conversion rates: See overall conversion rate and conversion by lead source, staff, practice area, and stage.
- Lead volume trends: Track leads created per week, month, or quarter. Spot seasonal trends.
- Pipeline value: Estimate pipeline value based on average case value and historical conversion rates.
- Time-to-conversion: Measure average days from prospect to retained case. Identify bottlenecks.
- Lost lead analysis: See why leads are lost (no money, no case, hired someone else, etc.). Identify training opportunities.
- Staff leaderboards: Rank intake staff by conversion rate, cases won, and revenue generated.
- Lead aging reports: See which leads are sitting untouched and need immediate follow-up.
Lead sources that drive your practice
Track every marketing channel and referral source to know what’s working.
- Paid advertising: Google Ads, Facebook Ads, billboard, TV, radio.
- Organic channels: Website, SEO, Yelp, Google Business Profile.
- Referrals: Attorney referrals, past client referrals, family/friend referrals.
- Events and outreach: Community events, speaking engagements, legal clinics.
- Direct: Walk-ins, repeat clients, phone book.
Filter leads, conversion rates, and revenue by source to optimize your marketing spend.
Simple & Transparent Pricing
CaseFuze keeps pricing straightforward'$49 per user, per month with every feature included. No tiers, no hidden add-ons, and no confusing upgrade paths. From legal case management software essentials like matters, billing, and trust accounting to advanced tools for HR, reporting, and automation, you get it all in one plan. As your firm grows, simply add users and scale without worrying about extra costs.
All in One
$49/ User / Month
Flat-rate pricing that covers your entire firm. No tiers. No hidden costs. No add-ons.
Includes:
- Case & Matter Management
- Automated Workflows
- IOLTA Trust Accounting (3-Way Reconciliation)
- Billing, Invoicing & Online Payments
- Document Management & E-Signatures
- HR & Staff Management Tools
- Mobile Apps (iOS & Android)
- Full Onboarding & Support
Why CaseFuze Pricing Works for Every Firm
CaseFuze is designed to remove complexity not only from practice management but also from how you pay for it. With one flat rate of $49 per user, per month, you get unlimited access to the complete platform, matters, billing, IOLTA trust accounting, HR operations, documents, and mobile apps, all included from day one. There are no confusing tiers, hidden add-ons, or upgrade traps. This keeps costs predictable and allows your team to focus on serving clients instead of managing multiple subscriptions.
Our pricing model also scales naturally as your firm grows. Whether you're a solo attorney adding your first assistant or a small team expanding into multiple practice areas, every new user joins the same flat-rate plan with full access to all features. That means you don't lose functionality as you grow, and you never have to pay extra just to unlock core tools. CaseFuze makes it easy to budget with confidence, knowing that everything you need is already included.
