Status Lifecycle
Typical Lead Journey
new→pre_qualified→chase_1→docs_requested→retainer_sent→signed→settledHighlighted statuses trigger push notifications to the user.
Status mapping
You don't need to send our exact status names. Send whatever your system uses and we'll configure a mapping during onboarding. For example:
RetainerSigned→signedSigned Up→signedGreen→pre_qualifiedDQ→law_firm_disqualifiedUnmapped statuses are stored as-is and flagged for our ops team to classify.
All canonical statuses
These are the standardized statuses we normalize your updates to. Each status belongs to a phase in the lead lifecycle.
IntakeQualificationContactSigningOutcomeResolution
| Status | Phase | Meaning | Notifies user |
|---|---|---|---|
new | Intake | Lead received, not yet processed | — |
incomplete | Intake | Lead started intake but missing information | — |
complete | Intake | Lead info complete, ready for attorney review | — |
pre_qualified | Qualification | Passed initial screening criteria | Yes |
chase_1 | Contact | First contact attempt made | — |
chase_2 | Contact | Second contact attempt | — |
chase_3_plus | Contact | Third or more contact attempt | — |
follow_up_scheduled | Contact | Follow-up contact scheduled | — |
no_response | Contact | Lead hasn't responded to contact attempts | — |
did_not_reach | Contact | Could not reach lead | — |
unable_to_contact | Contact | All contact attempts exhausted | — |
bad_number | Contact | Phone number invalid or disconnected | — |
wrong_party | Contact | Wrong person reached | — |
docs_requested | Signing | Documents requested from lead | Yes |
retainer_sent | Signing | Retainer agreement sent to lead | Yes |
signed | Signing | Retainer signed, case accepted | Yes |
unable_to_sign | Signing | Lead unable to sign retainer | — |
law_firm_rejected | Outcome | Law firm rejected the lead | — |
law_firm_disqualified | Outcome | Law firm disqualified the lead | — |
duplicate | Outcome | Duplicate lead detected | — |
do_not_contact | Outcome | Lead requested no further contact | — |
settled | Resolution | Case settled | Yes |
verdict | Resolution | Case went to verdict | Yes |