How leads, booking forms, consultations, and client conversion work

How leads, booking forms, consultations, and client conversion work

Overview

VisaFlo includes lead and client workflows to help firms manage intake before a case is opened.

Lead workflow

Use leads for prospects who have not yet become active clients. Depending on your setup, leads can be created manually, through forms, or through supported integrations.

Booking and consultation workflows

If booking or consultation forms are enabled, use them to collect prospect information before creating a full case.

Converting a lead to a client

Once a prospect is retained, convert the lead to a client and create the appropriate case type.

Common questions

Can I use an intake form before choosing a program?

Use lead forms or consultation forms for first-contact intake. Detailed case questionnaires are usually tied to a specific case type.

What happens to leads that do not convert?

Use a closed-lost or equivalent status if available, or keep the record in leads for future follow-up.