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Understanding Lead Expiration (60 Days from Review)

Brandon Austin avatar
Written by Brandon Austin
Updated yesterday

Understanding Lead Expiration (60 Days from Review)

Quick Answer

All matched leads expire 60 days after Heritage Web completes their review - not from when you receive them. After expiration, leads disappear from your dashboard and cannot be purchased or accessed, even if you haven't viewed them yet.

How Lead Expiration Works

The 60-Day Clock

The expiration timer begins when Heritage Web completes the manual review of a client's request, typically within 24 hours of submission. This means:

  • Day 0: Client submits request

  • Day 1: Heritage Web reviews and approves (timer starts)

  • Day 60: Lead expires and disappears from all dashboards

  • The same deadline applies to ALL matched professionals

What "Expiration" Means

When a lead expires:

  • It disappears from your "New" tab

  • It cannot be purchased anymore

  • It cannot be recovered or extended

  • Hidden leads also expire on the same schedule

  • The opportunity is permanently lost

Timeline Example

Here's how the 60-day window typically works:

Day 1: Client submits request for legal services Day 2: Heritage Web reviews and approves the lead Day 2-3: Lead appears in matched professionals' dashboards Days 3-60: Lead remains available for purchase Day 61: Lead expires and disappears permanently

Important Distinctions

For Paid Referrals ($29-$395)

  • 60 days to review and purchase

  • First professional to purchase gets exclusive access

  • Once purchased, you have permanent access to contact details

  • Purchased leads never expire from your "Purchased" tab

For Pro Bono Opportunities

  • Same 60-day expiration window

  • Accepted cases remain in your "Accepted" tab indefinitely

  • Hidden pro bono leads can be restored within the 60-day window

  • After acceptance, the case details remain accessible forever

For Hidden Leads

  • Hiding a lead doesn't stop the expiration clock

  • Hidden leads expire on the same schedule as visible ones

  • You can unhide within the 60-day window

  • After 60 days, hidden leads cannot be restored

Why the 60-Day Limit Exists

This expiration policy ensures:

  • Clients receive timely responses to their requests

  • Fresh, relevant opportunities in the system

  • Professionals focus on current needs

  • System performance and efficiency

  • Fair opportunity distribution

Managing Your Leads Effectively

Best Practices

Review Regularly

  • Check your dashboard at least weekly

  • Don't let leads accumulate unreviewed

  • Set calendar reminders if needed

Act Quickly on Good Matches

  • High-quality leads often sell within days

  • Review lead details promptly

  • Make purchase decisions quickly

Use the Hide Feature Strategically

  • Hide leads you definitely won't purchase

  • Don't hide leads you're still considering

  • Remember hidden leads still expire

Priority Order

  • Sort by "Most Recent" to see newest opportunities

  • Review older leads first to avoid expiration

  • Check leads approaching 60 days

What Happens If No One Purchases

If a lead expires without being purchased:

After 72 hours:

  • Heritage Web emails the client directly

  • Provides contact info for top 2 matched professionals

  • Helps client continue their search

After 60 days:

  • Lead removed from all dashboards

  • Cannot be recovered

  • Client may resubmit a new request

Sponsor vs. Free Account Differences

Sponsor Advantages

  • 24-hour head start on all new leads

  • More time to review before free accounts see them

  • Better chance to purchase before expiration

  • Same 60-day total window applies

Free Account Timing

  • Receive notification 24 hours after sponsors

  • Have 59 days remaining when they first see leads

  • Must act quickly on high-demand leads

  • Same expiration date as sponsors

FAQs

Q: Can I extend the 60-day expiration period? A: No. The 60-day window is fixed and cannot be extended for any reason.

Q: What if I'm on vacation when a great lead comes in? A: Unfortunately, the expiration clock doesn't pause. Consider having a team member monitor leads or checking remotely if possible.

Q: Do purchased leads ever expire? A: No. Once you purchase a lead, you have permanent access to the contact information and details.

Q: Can hidden leads be unhidden after 60 days? A: No. Hidden leads follow the same 60-day expiration and cannot be restored after that period.

Q: Is the expiration date visible on each lead? A: The system shows when the lead was posted, and you can calculate 60 days from that date.

Next Steps

  • Review your dashboard regularly to avoid missing opportunities

  • Act quickly on leads that match your expertise

  • Consider upgrading to sponsor for 24-hour priority access

  • Use filters to find the most relevant leads first

  • Set up email notifications to alert you of new matches

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