Adding Leads

VerdictFlow supports multiple ways to add leads to your system. Choose the method that fits your workflow.

Manual Entry

The quickest way to add a single lead:

Step-by-Step

1. Navigate to Leads in the sidebar
2. Click + Add Lead button
3. Fill in the lead information:
   • First Name (required)
   • Last Name (required)
   • Email or Phone (at least one required)
4. Add case details:
   • Case Type - Select from your practice areas
   • Lead Source - Where they came from
   • Notes - Any initial information
5. Click Create Lead

Required vs Optional Fields

CSV Import

Import multiple leads at once from a spreadsheet:

Step-by-Step

1. Go to Leads → Import
2. Download the CSV template
3. Fill in your data following the template format
4. Upload your completed CSV file
5. Map columns to VerdictFlow fields
6. Review and confirm the import

CSV Format Tips

• First row should contain column headers
• Use consistent date formats (MM/DD/YYYY recommended)
• Phone numbers can include formatting (will be normalized)
• Case types must match VerdictFlow's options

HubSpot Integration

Automatically sync contacts from HubSpot:

Setup

1. Go to Settings → Integrations
2. Click Connect HubSpot
3. Authorize VerdictFlow access to your HubSpot account
4. Configure sync settings

How It Works

• New HubSpot contacts automatically create VerdictFlow leads
• Updates in HubSpot sync to VerdictFlow
• Two-way sync keeps both systems current

See HubSpot Integration for detailed setup.

Web Forms

Capture leads directly from your website:

Creating a Form

1. Go to Forms in the sidebar
2. Click + Create Form
3. Design your form with drag-and-drop fields
4. Configure submission settings
5. Get your embed code

Embedding Options

• JavaScript embed - Full-featured form
• iFrame embed - Simple integration
• Direct link - Standalone form page

When someone submits a form, a lead is automatically created in VerdictFlow with all the submitted data.

See Forms Guide for detailed instructions.

Other CRM Integrations

VerdictFlow connects with other systems:

• Clio - Sync contacts from your practice management
• Salesforce - Scale CRM integration
• Zapier - Connect 5000+ apps

Receiving Referrals

Leads also come from referrals:

• When a partner firm sends you a referral, it appears as a new lead
• Referral leads are marked with the referring firm's information
• All referral details are preserved in the lead record

See Receiving Referrals for more.

Best Practices

1. Capture source - Always record where leads come from for ROI tracking
2. Enter data consistently - Use standard formats for better filtering
3. Add notes immediately - Capture details while fresh
4. Assign quickly - Don't let leads sit unassigned

Duplicate Handling

VerdictFlow checks for potential duplicates based on:

• Email address
• Phone number (normalized)
• Name combination

When a potential duplicate is detected, you'll be prompted to:

• Create as new lead anyway
• Merge with existing lead
• Cancel the entry