---
description: Review of Lead Docket Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
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title: Lead Docket | Reviews, Pricing & Demos - SoftwareAdvice GB
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# Lead Docket

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> Lead Docket is a cloud-based customer relationship management (CRM) solution that helps law firms to track leads. Key features include a real-time dashboard, contact management, task management and reporting. It enables users to search, sort and filter lead as needed.


Users can track and store a lead's contact details, and leads can be filtered based on submission channel. Leads can be uploaded from internal and external sources. The solution allows users to create a lead database, as well as schedule appointments, meetings and phone calls. Users can also set callback reminders. 


Lead Docket’s reporting feature can be used to track cost per lead, lead volume, revenue and other key performance indicators. Other functionalities include referral management, custom intake scripts and call tracking. The solution offers integration with third-party applications such as Google, Microsoft Azure, SendGrid and MailChimp.


Pricing is per user per month. Support is offered via email and over the phone.
> 
> Verdict: Rated **4.9/5** by 62 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.9/5** | 62 Reviews |
| Ease of Use | 4.8/5 | Based on overall reviews |
| Customer Support | 4.6/5 | Based on overall reviews |
| Value for Money | 4.7/5 | Based on overall reviews |
| Features | 4.8/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Likelihood to recommend) |

## About the vendor

- **Company**: Filevine
- **Location**: Provo, US
- **Founded**: 2014

## Commercial Context

- **Starting Price**: US$300.00
- **Pricing model**: Per Feature
- **Pricing Details**: Lead Docket pricing starts at $300 per month.
- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Canada, United States

## Features

- API
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Batch Processing
- CRM
- Calendar/Reminder System
- Campaign Management
- Contact Database
- Contact Management
- Customer Database
- Customisable Forms
- Customisable Reports
- Customizable Fields
- Dashboard
- Data Extraction
- Data Import/Export
- Data Visualisation
- Forms Management
- Interaction Tracking

## Integrations (14 total)

- CTM
- CallRail
- Clio
- Docusign
- Filevine
- Mailchimp
- Microsoft Azure
- Neos
- SendGrid
- SmartAdvocate
- TrialWorks
- Twilio
- WordPress
- Zapier

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support

## Category

- [iPad CRM Software](https://www.softwareadvice.co.uk/directory/433/ipad/software)

## Related Categories

- [iPad CRM Software](https://www.softwareadvice.co.uk/directory/433/ipad/software)
- [Contact Management Software](https://www.softwareadvice.co.uk/directory/434/contact-management/software)
- [CRM for Startups](https://www.softwareadvice.co.uk/directory/3235/startup/software)
- [Sales Tracking Software](https://www.softwareadvice.co.uk/directory/3590/sales-tracking/software)
- [Account Management Software](https://www.softwareadvice.co.uk/directory/3606/account-management/software)

## Alternatives

1. [HubSpot CRM](https://www.softwareadvice.co.uk/software/1854/hubspot) — 4.5/5 (4482 reviews)
2. [Kylas Sales CRM](https://www.softwareadvice.co.uk/software/216694/kylas) — 4.8/5 (622 reviews)
3. [Salesforce Sales Cloud](https://www.softwareadvice.co.uk/software/2764/salesforce-sales-cloud) — 4.4/5 (18806 reviews)
4. [Zoho CRM](https://www.softwareadvice.co.uk/software/392464/zoho-crm) — 4.3/5 (6994 reviews)
5. [Bigin by Zoho CRM](https://www.softwareadvice.co.uk/software/392397/bigin-by-zoho-crm) — 4.7/5 (742 reviews)

## Reviews

### "Monday Review" — 5.0/5

> **Antonio** | *23 June 2025* | Legal Services | Recommendation rating: 8.0/10
> 
> **Pros**: The user experience is quite satisfying, easy to understand and manage. Updating data is great and easy to manage.
> 
> **Cons**: When handling a different case for the same client, avoiding the duplicate. The integration with filevine has some minor issues.
> 
> Great experience overall, the way the system manages data is friendly to its users and has many features that help with the data entry

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### "Lead Docket is fast, efficient and a joy to work with each day\!" — 5.0/5

> **Tracy** | *15 December 2024* | Law Practice | Recommendation rating: 10.0/10
> 
> **Pros**: The ease of use and being able to rapidly navigate thru intakes
> 
> **Cons**: The lack of a report to show me all parties in a lead with added related contacts
> 
> Very satisfied and happy with it, so much so I convinced my current employer to purchase it

-----

### "Lead Docket" — 3.0/5

> **Kaylee** | *22 February 2024* | Law Practice | Recommendation rating: 8.0/10
> 
> **Pros**: I love the layout and the ease of use when it comes to adding contacts.
> 
> **Cons**: I don't like that I can't save large documents in Lead Docket.

-----

### "A+ for Lead Docket" — 5.0/5

> **Melissa** | *25 November 2024* | Legal Services | Recommendation rating: 10.0/10
> 
> **Pros**: I really enjoy how we are able to keep everything in the system. From texts, emails and even documents we send out to our clients.
> 
> **Cons**: The only thing I would change about Lead Docket is the fact that there isn't an auto-update feature.
> 
> Overall, my experience with lead docket has been extremely seamless and I would highly recommend it.

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### "A great tool" — 5.0/5

> **Micah** | *6 November 2024* | Insurance | Recommendation rating: 9.0/10
> 
> **Pros**: Al l of your communication is in one place.
> 
> **Cons**: There is not a sales tracking feature to use to track sales from different sales members.
> 
> This site is a great integration to collect and connect us with our clients and get them into our system.

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## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/266483/leaddocket)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/crm/leaddocket-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/266483/leaddocket> |
| en-GB | <https://www.softwareadvice.co.uk/software/266483/leaddocket> |
| en-IE | <https://www.softwareadvice.ie/software/266483/leaddocket> |
| en-NZ | <https://www.softwareadvice.co.nz/software/266483/leaddocket> |

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