Leads & Pipeline

Every inbound call, form fill, and chat that lands in Kenzsys becomes a lead with source attribution. The Leads workspace is where you move leads through your intake pipeline and where Kenzsys connects them back to retained matters in Clio.

In this section

• Pipeline View — the kanban board for moving leads through intake.
• Lead Scoring — how Kenzsys ranks lead quality automatically.
• Importing Leads — bulk-import historical leads from CSV.