A billable lead is a client who completes the Settify intake process, progressing through all screens and providing detailed background information. This gives your firm access to a structured brief, valuable insights, and reduces admin and improves efficiencies when creating matters in your practice management system.
If a client starts but does not complete the intake, and only basic contact details are provided without meaningful background information, there is no charge. These leads still offer value, as they allow your firm to follow up and potentially convert the client.
The distinction between billable and non-billable leads is based solely on the level of information provided—not on whether the client books a consultation or engages your services.
A billable lead is a client who completes the Settify intake process, progressing through all screens and providing detailed background information. This gives your firm access to a structured brief, valuable insights, and seamless integration with your practice management system—reducing admin and improving efficiency from the outset.
If a client starts but does not complete the intake, and only basic contact details are provided without meaningful background information, there is no charge. These leads still offer value, as they allow your firm to follow up and potentially convert the client.
The distinction between billable and non-billable leads is based solely on the level of information provided—not on whether the client books a consultation or engages your services.
A billable lead is a client who completes the Settify intake process, progressing through all screens and providing detailed background information. This gives your firm access to a structured brief, valuable insights, and seamless integration with your practice management system—reducing admin and improving efficiency from the outset.
If a client starts but does not complete the intake, and only basic contact details are provided without meaningful background information, there is no charge. These leads still offer value, as they allow your firm to follow up and potentially convert the client.
The distinction between billable and non-billable leads is based solely on the level of information provided—not on whether the client books a consultation or engages your services.
A billable lead is a client who completes the Settify intake process, progressing through all screens and providing detailed background information. This gives your firm access to a structured brief, valuable insights, and reduces admin and improves efficiencies when creating matters in your practice management system.
If a client starts but does not complete the intake, and only basic contact details are provided without meaningful background information, there is no charge. These leads still offer value, as they allow your firm to follow up and potentially convert the client.
The distinction between billable and non-billable leads is based solely on the level of information provided—not on whether the client books a consultation or engages your services.
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