CASEBOUND 360

All Leads

Every incoming lead across all brands and channels — one record per person, every interaction attached.

Illustrative demo data • No live integrations
DEMO records only. Forms, chat, CallRail, AI voice and callbacks are shown as one unified lead view; no integrations, notifications or real data.
Total leads
240
demovs. previous period

Unique leads after dedupe

New today
8
demovs. previous period

Oct 14 demo day

Unassigned
35
demovs. previous period

Needs a specialist

Urgent
17
demovs. previous period

Urgent AI or callback priority

Callbacks due
27
demovs. previous period

Human callbacks due by Oct 15

240 leads

Actions
Alex MorganNEW(202) 555-0100 · l0
Title IX Defense GroupWesthaven Legal (fictional)
Human outbound callback 2 interactions · 1 lead
Organic SearchQualifiedUrgentUnassignedOct 14, 10:00 AM
Jamie LewisNEW(202) 555-0101 · l1
Carlsbad Family Law AdvocatesWesthaven Legal (fictional)
Chat wizard
Organic SearchIn ProgressNormalMichael ReedOct 14, 11:07 AM
Taylor StoneNEW(202) 555-0102 · l2
Simple Divorce MediationWesthaven Legal (fictional)
Website form 2 interactions · 1 lead
Organic SearchNewUrgentEmily DavisOct 14, 12:14 PM
Chris DavisNEW(202) 555-0103 · l3
Military Family Law AdvocatesWesthaven Legal (fictional)
CallRail inbound call
Organic SearchNot QualifiedHighJames TaylorOct 14, 1:21 PM
Patricia WilliamsNEW(202) 555-0104 · l4
Grace Talent PartnersInternal intake team
Chat wizard
Organic SearchQualifiedNormalMaria SantosOct 14, 2:28 PM
Sam GoodmanNEW(202) 555-0105 · l5
RCM Advisory PartnersInternal intake team
Website form 2 interactions · 1 lead
Organic SearchIn ProgressNormalSarah KimOct 14, 3:35 PM
Lauren TurnerNEW(202) 555-0106 · l6
Silver Lining Estate SalesInternal intake team
CallRail inbound call
Organic SearchNewHighMichael ReedOct 14, 4:42 PM
Michael KingNEW(202) 555-0107 · l7
Silver Lining Inherited HomesInternal intake team
Chat wizard
Organic SearchNot QualifiedNormalUnassignedOct 14, 5:49 PM
Jennifer Rivera(202) 555-0108 · l8
California Nurse Defense CounselPacific Counsel (fictional)
Website form 2 interactions · 1 lead
Organic SearchQualifiedNormalJames TaylorOct 13, 10:56 AM
Brian Scott(202) 555-0109 · l9
California Landlord Rights GroupInternal intake team
CallRail inbound call 2 interactions · 1 lead
Organic SearchIn ProgressHighMaria SantosOct 13, 11:03 AM
Daniel Parker(202) 555-0110 · l10
Consumer Rights Law CenterInternal intake team
Chat wizard
Organic SearchNewNormalSarah KimOct 13, 12:10 PM
Stephanie Lane(202) 555-0111 · l11
National Freight & DrayageInternal intake team
Website form 2 interactions · 1 lead
Organic SearchNot QualifiedNormalMichael ReedOct 13, 1:17 PM

Dedupe concept: an AI voice or human callback attaches to the existing lead ID instead of creating a new lead. Same-phone submissions are flagged as possible duplicates for review, never merged automatically.