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Leads next to new matters

“The newest intake leads next to the matters opened most recently, so intake conversion is visible.”

Intake lives in one Clio product and the practice lives in another, so the conversion between them is exactly what neither shows. This card is the handoff, on one screen.

LEGAL · DASHBOARD TEMPLATEDraws from:Clio GrowClio Manage
Your dashboard · liveLive
Leads this week: 6, two still untriaged. Matters opened: 3, newest is 00012-Osei on Monday. The custody inquiry from Tuesday has no matter yet.
Reading from:Clio GrowClio ManageCITED, ALWAYS
Under the hood

What it actually shows

Two live columns of the client journey: the newest leads in the Grow intake inbox, and the matters most recently opened in Clio Manage. Reading them together shows whether inquiries are turning into signed work or piling up untriaged.

Everything here lives on a board with the Pulse above it: the line that reads the whole board and says what changed, what needs attention, and what to do next.

Make it yours

A template is a starting sentence

Edit the wording until it fits your business exactly. Two ways businesses bend this one:

“Only show the last 14 days.”
“Add each lead's source next to the name.”

Boards running this usually add

All dashboard templates
LegalOverdue bills and client emailSee template →LegalCourt dates vs your calendarSee template →

Put “Leads next to new matters” on your board

Connect your tools, say the sentence, and the card starts reading your business. Free plan included, no credit card required.