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For managing attorneys: mark leads quotable after matter updates

For managing attorneys: mark leads quotable after matter updates

Managing attorneys miss testimonials when matter steps change without updated quotable flags. This marks leads as quotable after a matter step updates, so marketing can include approved clients in campaigns promptly.

For managing attorneys: mark leads quotable after matter updates

Overview

Managing attorneys risk losing testimonial content when matter steps change without quotable flags, weakening marketing and referral momentum. This workflow flips the quotable flag and notifies marketing so approved client stories flow into campaigns, helping marketing act faster and preventing missed testimonial opportunities.

Notable Features

  • Mark leads as quotable
  • Notify marketing when flagged
  • Update CRM lead records

For managing attorneys: mark leads quotable after matter updates