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Clients and work

Lead management

Register leads and take them from proposal to contract.

What it does

Lead management in CaseDyne

Register leads and track their progress from proposal to contract
Qualify leads
Manage proposals with their commercial terms
Capture leads by matter type
Convert leads to contracts
Manage lead contacts

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Other modules

Client managementTurn leads into clients and work with them online.Learn more
Contract lifecycle managementTrack every contract from creation to closure.Learn more
Matter managementFollow each matter through its lifecycle, end to end.Learn more

See how CaseDyne fits your practice.