AvailableLast reviewed July 22, 2026
Working the pipeline
The pipeline moves prospective engagements through lead stages until they convert into active matters.
Who this is for: Firm owners and intake staff
New business starts in the pipeline. Leads move through defined stages so your firm can see prospective work, prioritize follow-up, and convert qualified leads into engaged matters.
- Track leads across pipeline stages.
- Focus on the prospects most likely to engage.
- Convert an engaged lead into a matter to begin the lifecycle.
Related guides
The operating model
Truidian connects pipeline, matters, attention, work, and resolution into one accountable loop rather than disconnected tools.
Matter lifecycle
Each matter progresses through defined lifecycle stages so the whole firm shares one view of where a case stands.
Working with matters
The matter workspace brings a case's client, stage, commitments, files, billing, and history into one place.