> ## Documentation Index
> Fetch the complete documentation index at: https://docs.juryo.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Opportunities

> The pipeline of potential clients: from new contact to open matter

**Opportunities** shows every potential client as a card advancing through stages, from new contact to open matter. There are two views: **Board** (kanban) and **List**, with **All / Active / Closed** tabs, search, and filters by kind, priority, appointment, case type, tags and source.

## The stages

```mermaid theme={null}
flowchart LR
  L[Lead] --> C1[Contacted] --> C2[Connected] --> Q[Qualified] --> S[Scheduled] --> CS[Contract Sent] --> W[Won]
  S -.-> NS[No-show]
  CS -.-> LO[Lost]
```

A card can be marked **Lost** from any stage.

| Stage              | What it means                                  |
| ------------------ | ---------------------------------------------- |
| **Lead**           | Just arrived                                   |
| **Contacted**      | The firm or the agent has written or called    |
| **Connected**      | They replied                                   |
| **Qualified**      | The case fits: the lead becomes an opportunity |
| **Scheduled**      | Has a booked appointment                       |
| **No-show**        | Didn't attend the appointment                  |
| **Contract Sent**  | Proposal or engagement letter sent             |
| **Won** / **Lost** | The record is closed                           |

## How cards move

* **Manually** — drag the card on the board, or use **Advance** and **Move stage** in its drawer. To turn a lead into an opportunity, **Convert** takes it to Qualified.
* **Automatically** — after a voice-agent call, a card can move to **Qualified** or **Lost** depending on the outcome; if a client misses their appointment, the automation moves it to **No-show**. The board updates in real time as agents act.

<Note>
  **No-show** is deliberately sticky: booking a new appointment doesn't move the card back to Scheduled. You decide when recovery is over.
</Note>

## The opportunity drawer

Click a card to open its drawer, with tabs **Overview**, **Tasks**, **Appointments**, **Messages**, **Files** and **Activity**.

* **Case type** — every opportunity carries its type; unclassified shows as **Triage**. Assigning a type auto-generates its **intake checklist** (that case type's tasks). If you change the type, you can **Reseed** the checklist or **Keep** it as is.
* **Overview** — priority, tags, appointment, source and team notes. If the agent called, you'll see its summary, the sentiment, whether it was **Qualified**, and the recording with a synced transcript.
* **Messages** — reply to the client on their channel (WhatsApp, email…) without leaving the pipeline.
* Drawer menu — **Close lead…** (choosing the reason: no interest, out of jurisdiction, price, no response…), **Mark as lost…**, **Open in Inbox** and more.

## Appointments and outcomes

Calendar bookings appear automatically in the **Appointments** tab. When a meeting time passes, the card asks **How did the meeting go?** — **Held**, **No-show** or **Cancelled** — and the outcome stays visible as a chip on the card.

## Bulk actions

Select several cards to **Move stage**, **Add tag** or **Archive** at once.