Firm OS & Practice Operations
Firm Lead Pipeline & Commercial Intake
Commercial intake funnel: tracking prospective corporate inquiries, RFP proposals, marketplace leads, pre-engagement conflict clearance, and engagement letter execution.
8 min read•Firm OS Enterprise•Updated October 2026
1.Review the Lead Pipeline Board
Click 'Lead Pipeline' under CLIENTS & GROWTH in the sidebar.
Controls:Pipeline Kanban Board+ New Lead ButtonStage Velocity Counter
- Why it is there: To track and manage inbound corporate briefs, prospective clients, and proposals.
- How it helps: Accelerates deal velocity, prevents missed opportunities, and enforces pre-intake conflict checks.
- Stages: New Inquiry -> Conflict Screening -> Scope & Fee Proposal -> Retainer Received -> Converted to Active Matter.
Chamber Authentication Required
Step 1 is shown above as a preview. All remaining procedural steps, litigation blueprints, and interactive controls require an active chamber or firm login.
Frequently Asked Questions
- Who in the firm can perform actions in Firm Lead Pipeline & Commercial Intake?
- Managing Partners, Equity Partners, and authorized administrators have full write permissions according to the firm's RBAC matrix.
Was this guide helpful?
Your feedback directly shapes our support documentation.