Leads
Convert a Lead into a Client
When the prospect says yes, click Convert to Client on the lead profile.
Built for UK accountants, bookkeepers and growing accountancy practices.
How it works
Winning the work should not mean re-typing everything into a client database. In Remindoo, when the prospect says yes, you click Convert to Client on the lead profile. The lead becomes a client, and a Lead Converted entry is written to the timeline. It shows the lead name, the new Client ID and a Lead → Client marker, along with who did it and when. That link between the original enquiry and the client record is useful in three ways. You can trace every client back to where it came from and who handled it. You can see how long conversion took from the first New Lead status. And the notes, tasks and emails gathered during the sales stage stay on record when onboarding starts. Converted to Client is also a status tab on the Leads list, so you can count won leads at any time, and conversion rate can be reviewed on the Leads dashboard. This is where lead management software for accountants pays for itself: fewer lost enquiries, a quicker handover to onboarding and a clean record from first contact to engagement.
One click from lead to client
Converting a lead creates the client and records the conversion on the lead's timeline, including the new client ID, so you can trace every client back to the original enquiry.
What you can see
- Lead Converted: "Harbourline Bakery Ltd was converted to a client."
- Lead Name and Client ID (35565).
- Lead → Client marker.
- Time stamp 9 Oct 2026, 10:35 am, with Add notes, All and Latest First controls.
Why it matters: Every client links back to the original enquiry.
Frequently asked questions
Where is Convert to Client?
At the top of the lead profile.
How do I know a lead was converted?
A Lead Converted entry with the new Client ID appears on the timeline.
Continue the Leads guide
See lead management in Remindoo
Book a Demo to explore your firm's enquiry-to-client process.
Book a personalised demonstration based on your firm’s own process.
Why tracking leads and proposals matters
Every enquiry a practice fails to follow up is lost fee income. A clear pipeline shows which prospects need a reply, a proposal or a follow-up.
Faster replies
Prospects often contact more than one firm, so the firm that replies first and clearly has an advantage.
Consistent proposals
Templates and a services catalogue keep scope and pricing consistent whoever writes the proposal.
Signed terms from day one
E-signed engagement letters confirm scope and responsibilities before work begins.
No re-keying
Converting a won lead into a client keeps the details you already collected.
Practical tips from UK practice
- Reply to every new enquiry within one working day.
- Use lead statuses that match your real sales stages, and review them weekly.
- Send the engagement letter with the proposal so the client signs once.
- Record why lost leads were lost, to improve pricing and messaging.
Related Remindoo features
Written and reviewed by Annie, Product Lead at Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
What UK practices say about Remindoo
Read all reviews on Trustpilot“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
