Lead2Case
For UK debt firmsWhatsApp & AI built in

Turn debt leads into cases — powered by AI.

The CRM and conversion platform built for UK debt advice firms. Capture every lead, qualify in minutes, and convert to IVA or DMP cases — without the manual admin.

We’ll only use your email to arrange the demo.

One workspace — leads, cases, messagingAI follow-up built in

Every channel your leads already use — one pipeline

Web formsSMSWhatsAppReferral partners
The platform

Everything you need to convert, nothing you don't.

One workspace for the full journey — from first enquiry to a billable case.

Lead-to-case conversion

Move a qualified lead into a fully-formed IVA or DMP case in one click — documents, tasks and timelines generated automatically.

NewQualifyingCase

Instant lead capture

Web forms, SMS, WhatsApp and referral partners flow into one inbox — deduplicated and routed in real time.

AI lead nurture

Dormant leads get a personal WhatsApp or SMS nudge in your brand voice — scored, timed and capped by the AI engine.

Built-in messaging

Two-way SMS and WhatsApp conversations live on the lead record — the full history in one place.

Pipeline & reporting

Live dashboards on conversion, adviser performance and case mix — exportable for board packs.

Automation

Qualify and route in seconds

Lead2Case reads each enquiry, scores affordability and recommends the right debt solution — then assigns the lead and opens a draft case before anyone lifts a finger.

  • Affordability scoring

    Income, expenditure and debt-level checks run the moment a lead arrives.

  • Smart routing

    Leads land with the right adviser based on workload, specialism and SLA.

  • One-click conversion

    Approve a recommendation and the case file builds itself.

Automation · New rule
Qualify & routeActive

When

Lead score≥ 70Debt> £8,000
Recommend IVA
Assign to senior adviser
Create draft case
AI Intelligence

Dormant leads, brought back to life

The AI engine reads every conversation that's gone quiet, scores how warm it still is, and re-opens it with a personal WhatsApp or SMS nudge — written in your brand voice, sent at a sensible hour.

  • Reads and scores every thread

    Each dormant lead scored 0–100 on real engagement signals — questions asked, tone, time since last reply.

  • Nudges that sound like you

    Messages composed per lead in your brand voice — never a blast, never a template drip.

  • Guardrails first

    Hard send caps, quiet hours, instant opt-outs — and vulnerable leads flagged to a human adviser, never nurtured.

AI Intelligence · WhatsApp
Sarah · dormant 3 daysEngagement 82/100

Hi Sarah — you mentioned juggling three card payments. Would it help to see what one affordable monthly payment could look like?

AI Nurture · 09:41

Yes please — after 5pm is best for me.

Sarah · 17:06

Handed to adviser — top of the leads list
Quiet hours 09:00–20:00Opt-outs honoured
0

Workspace for leads, cases and messaging

0

Messaging channels built in — SMS and WhatsApp

0

Steps from first enquiry to open case

0/7

Always-on nurture, sent only in allowed hours

How it works

From first enquiry to billable case in three steps

No more spreadsheets, rekeying or chasing paperwork between systems.

Step 01

Capture

Every enquiry — web form, message or referral — lands in one deduplicated inbox with full context attached.

Step 02

Qualify

Automated affordability scoring recommends IVA or DMP and routes the lead to the right adviser instantly.

Step 03

Convert

Approve once and Lead2Case builds the case file — documents, tasks and timelines included.

Get started

See Lead2Case in action.

Request a demo and we’ll walk you through how firms capture, qualify and convert with Lead2Case.

Prefer to talk first? Contact us.