1. The series of phases through which a lead evolves, before converting as a client. 2. A feature within customer relationship management software that tracks lead progress through specified default and custom phases. Lawyer 1: Did you finish roughing out our intake process yet, Chaz? Lawyer 2: Yup, I’m done. But, let me just tease it a little bit before I give you the full series of interactions, because I’m really proud of what I was able to put together here. Lawyer 1: Go on. Lawyer 2: Okay. Lead comes in. We FAX them our intake form. They send it back by CARRIER PIGEON.