Clients and intake
Leads, conflict checks, intake forms and client records.
Clients
Add a clientCreate a client record for a person or an organisation. Only the name is needed, and you can go straight on to open their first matter.Import clientsBring your existing client list into Chronica from a CSV file. Match your columns, check for duplicates and problems, then import in one go.
Leads and intake
Track enquiries and leadsEvery new enquiry goes on Intake as a lead. Add leads, move them through your pipeline, reply to them and close them as hired or not hired.Run a conflict checkCheck a new enquiry against everyone your firm already acts for or against, record your decision on the lead, and search any names before you take a matter on.Intake formsBuild an enquiry or intake form, share it by link, on your website or by personal invitation, and turn each submission into a lead.Convert a lead to a clientWhen an enquiry hires you, convert the lead. Chronica creates the client and the matter, sets the fee and carries over the documents and conversation.
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