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1. The series of phases through which a lead evolves, before converting as a client.
2. A feature within customer relationship management software that tracks lead progress through specified default and custom phases.
Lawyer 1:
Did you finish roughing out our intake process yet, Chaz?
Lawyer 2: Yup, I’m done. But, let me just tease it a little bit before I give you the full series of interactions, because I’m really proud of what I was able to put together here.
Lawyer 1: Go on.
Lawyer 2: Okay. Lead comes in. We FAX them our intake form. They send it back by CARRIER PIGEON.
By
Jared Correia
Jun 16, 2021 at 12:22 PM
Ed. note: This is the fourth installment of The Legal Tech-to-English Dictionary, part of our Non-Event for Tech-Perplexed Lawyers. Jared Correia is the host of the Non-Eventcast.
There’s a term for when attorneys use Latin and other arcane languages to describe legal processes to consumers: “legalese.”
But there’s no similar term for when vendors use technical and other arcane languages to describe their legal software operations to lawyers.
True, this dynamic may seem unfair. But now we have The Legal Tech-to-English Dictionary to help us cope.
Read on for the fourth installment, where we translate contract lifecycle management topics to plain English.