Merlin Qualify generates recommended lead categories, confidence levels, and written reasoning that appear throughout Lawmatics. Teams can view, filter, and report on these values using tables, pipelines, and reports, and use these fields to trigger automations. This makes lead scoring visible, measurable, and actionable across the intake workflow.
What Data Qualify Produces
For every evaluated lead, Qualify generates:
Qualitative Score - A recommended category
Qualitative Score Confidence - How confident the agent is in the recommended category
Score Reasoning - Written reasoning explaining the result
This data is stored as structured fields inside Lawmatics called Qualitative Score, Qualitative Score Confidence, and Score Reasoning.
Where to Find Qualify Data
Qualify results appear throughout Lawmatics, including:
This allows teams to see lead quality alongside other intake data.
Using Lead Scores in Reports
Qualify fields can be used to:
Filter and segment leads by category or confidence
Analyze conversion trends by lead quality
Compare outcomes across Marketing Sources or time periods
Operational and Strategic Use Cases
Firms commonly use Qualify reporting to:
Measure the impact of faster engagement on high-quality leads
Refine intake criteria based on real outcomes
Identify highest quality leads from Marketing Sources and Practice Areas