This article explains how to create, open, manage, and update a lead, including how to assign or change its stage.
how to create a lead
When creating a new Lead, it is important to understand that you are defining the operational structure that will guide how that lead is managed.
Each Lead follows a predefined structure established by the selected Lead Type. This structure was previously set by your Admin for that specific Lead Type. This configuration determines:
- The sections displayed inside the Lead and their available fields and components, as buttons or charts.
- The available lead stages.
- The folder structure (if configured).
To create a new Lead, follow these steps:
- After accessing Neostella, click the grid icon
and select the
Intake option.
- Navigate to
Leads. The Leads main dashboard is displayed.
- Click the +Lead button.
- Select a Lead Type and complete the required fields.
The lead creation interface may vary depending on your admin’s setup.
- Click SAVE. The Lead Created successfully message is displayed and the lead with all its predefined sections is displayed. From here, you can navigate through the lead sections and manage the lead as needed.
how to open a lead
To open a Lead, follow these steps:
- After accessing Neostella, click the grid icon
- Navigate to
- Locate the Lead you want to open in the list and click its name.The Lead management page is displayed. From here, you can navigate through the lead sections and manage the lead as needed.
how to edit/manage a lead
To edit/manage a Lead, follow these steps:
- Navigate to
- Locate the Lead in the list you want to edit and click its name. The Lead management page is displayed.
- From this page, you can edit the lead by navigating through its sections, updating its fields and forms, using custom components, and assigning the lead stage.
For more information about the available sections, please visit: cases- intake.
how to assign/change the stage of a lead
To assign or change the stage of a Lead, follow these steps:
- Navigate to
- Locate the Lead in the list and click its name. The Lead management page is displayed.
- Click the Stage
icon and select a Stage. A modal window is displayed.
NOTE: Displayed stage names may vary and can be listed or not depending on the configuration set by the administrator.
| Stage | Description |
| Open | The lead has been created and is currently under review by the intake team. At this stage, the information is being evaluated to determine whether the firm will move forward with the case. |
| Converted* | The lead has been approved and is converted into a lead, meaning it becomes an active legal case inside the Cases workspace. |
| Rejected | The firm decides not to proceed with the lead. When selecting this option, the platform requires the user to provide a reason for the rejection so the decision is documented. |
| Archived | The lead is stored for record-keeping purposes. |
| Deleted | The lead record is removed when it is no longer needed. When this option is selected, the platform requires the user to provide a reason to ensure the action is properly documented. Reasons are configurable by the client, who can define and manage them according to their business needs. Additionally, administrators can determine whether a specific stage requires a mandatory reason. |
- Click the CONFIRM button to apply the stage to the lead. The Lead stage updated successfully message is displayed.
WARNING:
- *Converting a Lead to a Project requires prior setup of the multicontext by your admin. For more information on multicontext setup, please visit: multicontext.
- Once a Lead is converted into a Project:
- A new Project record is created in the Cases workspace, including all the mapped data and documents associated with that Lead and cannot revert back to a Lead Instance. This action cannot be reversed.