Inquire2Esquire Portal

Inquire2Esquire

Lead Intelligence Portal

Password

Demo mode

👁 Viewing as

Total Billed

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Needs Invoicing

—

Unbilled

Awaiting Payment

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Sent, unpaid

Collected

—

Paid to date

Credit Given

—

Billing by Firm

Pricing Schedule

📞

Transferred Call

Qualifying engagement — per successful transfer

$100

✦

Signed Case

Both engagement types — per executed retainer

$350

Month-over-Month Revenue

Week-over-Week Revenue

Invoice Ledger

⌕

Client	Firm	Service Type	Billable Event	Amount	Invoice #	Invoice Date	Payment Date	Status

Reporting

Jan 1 – Mar 8, 2026 · All accounts · All firms

From To

Total Leads

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All received

Contacted

—

Qualified

—

Semi Qualified

—

Disqualified

—

Signed

—

💡 Opportunities Left

—

no decision yet

🆕 New Lead

—

—

🔥 Hot

—

—

☀️ Warm

—

—

❄️ Cold

—

—

Monthly Lead Activity

Signed Qualified Decisions Made Total Leads Contact Rate Decision Rate Qualify Rate

Disqualification Reasons

Conversion Funnel

Performance by Account

Thresholds: Strong On Track Monitor

Contact Rate

≥70% Strong · 50–69% On Track · <50% Monitor

Decision Rate

≥45% Strong · 35–44% On Track · <35% Monitor

Qualification Rate

≥20% Strong · 15–19% On Track · <15% Monitor

Signed Rate

≥15% Strong · 10–14% On Track · <10% Monitor

Account	Leads	Contact Rate	Decision Rate	Qual Rate	Signed Rate	Overall

Full Name

Password

Role

User Management

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