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Lead Score Reporting with QualifyAI

Updated this week

QualifyAI 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 QualifyAI Produces

For every evaluated lead, QualifyAI 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 QualifyAI Data

QualifyAI results appear throughout Lawmatics, including:

This allows teams to see lead quality alongside other intake data.


Using Lead Scores in Reports

QualifyAI 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 QualifyAI 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

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