At the top of the window, you can see the Matter Type and other matter details, including Other Side, Referrer, and Estimated Value. 

If the opportunity has already been converted to a LEAP Matter the Matter Number will display.

• You can select any of the headings to edit the details. Note: The Matter Type is only editable BEFORE the matter is converted to LEAP.
• If you are using CRM from inside the LEAP platform, you can click the matter number to open the Matter.

Opportunities pass through a “Pipeline” to become “Matters”. There are a number of stages in that pipeline which are reflected in the Opportunities Board as well as being visually represented on each opportunity card.

You can change the status while the opportunity is open by clicking through this pipeline.

Statuses explained:

Enquired	A new enquiry has been received, but the firm has not yet engaged with or responded to the enquiry.
Qualifying	The firm has engaged with the enquiry but it is unclear whether they can proceed. This may be used where there is a potential conflict that needs a lawyer's review, or where additional information has been requested.
Scheduled	An opportunity moves into this stage when the initial consult has been booked.  For some firms, a Matter may be created in LEAP at this stage. See the Converting Your Opportunity section.
Agreement	An opportunity moves into this stage when a costs agreement has been received.
Active	When a costs agreement has been received, and the Matter created/is being created in LEAP, the opportunity moves into this stage. From this point forward, matters are managed in LEAP. They will progress to Closed automatically when the Matter is complete.
Closed	Matters automatically progress to Closed based on LEAP status.
Lost	When an opportunity is not progressing due to a conflict, or any other reason, it should be moved to Lost.

On the right hand side you can see the key people associated with the matter.

Key relationships:

• Click + Add to create a new relationship.

Select whether it's a Contact Relationship or Matter Party and complete the additional fields.

The search function built into our Create Contact flow supports conflict checking as you add critical contacts such as Other Side.

• Click on the eye icon of a relationship card to view their details.

Staff

• Select the Requested Lawyer to track who is bringing in revenue.
• Select the Responsible, Acting, Credit and Assisting lawyers at any time prior to converting the matter to LEAP.
  You will be prompted to add or review these during conversion.

The overview tab highlights the most important information from the other tabs. This is based on Priority and Due Date for tasks, and recency for other elements.

You can add/edit any element from the Overview tab except interactions. See the sections below for details on how each element works.

Every opportunity has a number of tasks created automatically based on common workflows. You can:

• Check off tasks to indicate that work has been done outside the CRM. These will be enriched in later releases to become tasks done via the CRM through integrations.
• Choose Add to create a custom task
• Click the icon at the end of a row to Edit a task. You can also choose to Delete a task from the Edit page.
• (Optional) Set a Due Date and Priority for a task and Assign it to a user.

The top 3 tasks are displayed on the overview page, sorted by priority and due date.

Add notes to provide detailed information about the opportunity, either for your own reference or for others to refer to later. You can easily add, edit, or delete notes as needed.

Firm Pilot will automatically add notes for you if it enriches a contact, or if you create or update a matter using Firm Pilot.

If you use notes to record information about a new contact and their role (e.g. “the client advises that their financial adviser, Jane Smith, will attend the settlement”), Firm Pilot will create that contact for you with the appropriate role within a few minutes.

To add a new note to the opportunity, click + Add

The Add Note pane will open on the right of the window and you can enter the Title of the note, content and link to another opportunity if you wish.

Click Add Note when you're done to save.

To Edit/Delete a note, click the ellipsis icon and make your selection.

Upload costs agreements and other documents here.

• From the list, click on + Add

The Upload Opportunity Documents pane will open on the right.

• Drop files or documents into the highlighted area to attach to the opportunity.
• You can click on an uploaded document from the list to open the document preview window and the document can be printed or downloaded from there.
• To Download, Edit or Delete a document, click the ellipsis icon and select your option.

The Relationships tab provides a summary of all opportunity relationships linked along with their specific roles.

You also have the ability to Add an Opportunity Relationship.

View or log interactions in this tab.

Click the ellipsis Icon on the right to View details, Edit or Delete an interaction, or click +Add an interaction to log a new interaction.

The following window will open for you to complete as much information as possible.

Click Log Interaction to capture and save the details.

Settify is a smart and efficient client intake platform used by thousands of legal practitioners around the world.

Instead of gathering a new client's details and matter related data over the phone or in the first appointment, you can send a Settify intake to the client.