Deals and pipelines for matters

A deal is a piece of work you are trying to win or are already doing, usually one matter or mandate. In the app they appear as deals; for a law firm, read each one as a matter. A deal belongs to a company, involves contacts, and sits in a stage of a pipeline.

Open Pipeline in the left rail to see them all.

Create a deal

1. Open Pipeline and choose New deal. From a company record you can choose Add deal instead.
2. In Create New Deal, start on Basic Info. Fill in Deal/Mandate Name (for example "Buy-Side Acquisition - Series C"), Pipeline and Stage. These three are required. Pick the Company and the Matter Type.
3. Open Contacts to set the Primary Contact, Primary In-House Counsel and Decision Maker.
4. Open Commercial for Estimated Fee Value, Probability (%), Priority and Fee Model (Flat Fee, Hourly, Blended Rate or Panel Rate).
5. Choose Create Deal.

The Details tab holds the internal team: Relationship Partner, Matter Lead and Owner.

Already have deals in a spreadsheet? Choose Import on the pipeline.

Work the pipeline

Use the Board, List or Forecast switch to change the view, the search box to find a deal, and the pipeline picker if you run more than one. Drag a deal card to another stage to move it.

The strip across the top summarises the pipeline: Pipeline total, Weighted, Closing this Q, Hot deals, At risk, Past stage SLA and Won YTD. Weighted value uses each stage's probability.

When you move a deal, a prompt offers a next step that fits the stage, such as Send stage update email, Create follow-up task or Schedule meeting. Moving a deal to a won stage offers Send thank-you email, Create onboarding task and Schedule kick-off. A lost stage offers Send follow-up email and Schedule re-engage (90 days).

Inside a deal

A deal has tabs for Overview, Activity, Emails, Meetings, Tasks, Notes, Documents, Conflict, Signals and Related deals. The properties panel shows Pipeline, Stage, Matter, Value, Probability, Close date, Priority and Tags, and the summary row shows Days in stage and Last contact. Choose the Lexi button in the header to ask Lexi about this deal: summarise it, draft a follow-up, suggest next steps or assess risk.

Record the conflict check

The Conflict tab on each deal shows one of three states: Cleared, Pending or Not run. Choose Mark cleared or Mark pending to record the outcome of your own check.

LeadLex does not decide for you. The tab does not run a search itself, and marking a deal cleared or pending only records your answer. When LeadLex suggests Run conflict check as a next step, it creates a task for you. To screen names against your own CRM first, ask Lexi to run the Conflict Check skill (see Lexi skills).

Admins can make this binding. Under Pipeline settings → Conflict & compliance, Block stage progression until clear stops a deal from advancing past a stage you choose (Contacted, Discovery, Proposal Sent or Engaged) until the check is cleared. Re-check after sets how many days a clearance stays valid, and Reviewer email is where review requests go. Choose Save changes.

Set up your pipelines

Choose Pipeline settings at the top of the Pipeline page. The sections are Pipelines & stages, Matter types, Fee structures, Card display, Conflict & compliance, SLA & momentum, Lexi automations and Team & visibility. Every member can open Pipeline settings, but only workspace admins can change them. Everyone else sees a read-only view.

1. In Pipelines & stages, choose New pipeline and name it.
2. Add stages and name them. Each stage has a probability, which drives the weighted forecast, and an SLA in days, which flags a deal as at risk when it sits too long.
3. Mark the stage that means won and the one that means lost.
4. In Matter types, edit the list your firm uses, for example patents, trade marks or litigation.

A stage marked won can also create a paired deal in another pipeline, which the app calls the Retention bridge. It is useful for turning a won deal into a follow-on pipeline.

What happens next

Give each open deal a next step. See Tasks, notes and follow-ups.