Platform feature
A visual, stage-based pipeline that keeps your whole team aligned — with task prompts that prevent deals from stalling.
Why it matters
Most firms track client progress in spreadsheets, email threads, or their own heads. There is no shared view of what stage each client is at, who is responsible, or what needs to happen next. Deals stall because no one follows up. Revenue is lost not because the prospect said no — but because the team went quiet.
Capabilities
A stage-based view of every active client or matter. Drag records between stages or update from within the record. The full pipeline is visible at a glance.
Stages are preconfigured per vertical but can be adapted to your firm's process. Add, rename, or reorder stages from your organisation settings.
Create tasks against any record. Assign to a team member. Set a due date. Tasks surface on the dashboard when they are due or overdue.
Each pipeline stage can have default tasks that auto-create when a record moves in. Ensures consistent process across the team without manual setup each time.
A real-time overview of pipeline activity, task completion, and overdue items across the team. Owners and admins see the full picture. Agents see their own.
Freeform notes and structured interaction logs are stored against every record. The full history of a client relationship is visible to any authorised team member.
Filter by stage, team member, source, or time period. See conversion rates, average time in stage, and deal velocity. Export to CSV for external reporting.
Mark records as high priority. Pinned to the top of the relevant team member's view so critical clients are never buried in the pipeline.
GDPR-aware by design
EU data residency
Full audit trail
How it works
A lead converts or a new matter is created. A record is opened at the first stage. Relevant tasks are auto-created. The team member is notified.
Stage is updated as the relationship progresses. Each move triggers the appropriate task set. History is logged automatically.
Due and overdue tasks appear on the team dashboard. Nothing relies on memory or manual checking. The system keeps the team organised.
Owners review the pipeline weekly. Conversion data and stage time show where to focus. Underperforming stages are visible and addressable.
Who benefits
This feature is available across all supported verticals on MOZAIC Core.
We review every application manually. If your firm is the right fit, we will set up your organisation personally and walk you through this feature within 48 hours.
