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Lead Docket
About Lead Docket
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.
Lead Docket pricing
Lead Docket does not have a free version. Lead Docket paid version starts at US$300.00/month.
Starting Price:
US$300.00/month
Free Version:
No
Free trial:
No
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Paige
- Industry: Legal Services
- Company size: 2–10 Employees
- Used Daily for 1-5 months
-
Review Source
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5.0
Reviewed on 17/03/2025
Lead Docket Review from the Intake Specialist at England Injury Law
10/10. Love how it connects to FileVine and is easy to edit leads. I had a great experience learning the system. It is great for our marketing because we can see what is working and what is not. This has a great financial impact on our marketing budget so we don't overspend in areas not bringing in the most clients.
Pros
I like how it monitors every lead and is very customizable.
Cons
Every field in the intake form sent to new clients has mandatory fields, whereas they can't submit the document unless filled out, however, some clients are able to pass mandatory field without issue leaving us chasing vital information.
Diane
- Industry: Legal Services
- Company size: 11–50 Employees
- Used Daily for 6-12 months
-
Review Source
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5.0
Reviewed on 03/02/2025
Happy & Satisfied Customer!
Very satisfied with the system. As a new user I feel I was able to work my way around the page with ease as everything is very streamlined and simple to understand.
Pros
The streamlined ease of use. Each section is labeled clearly and simply. The filter option makes it easy to track your specific files. The functionality is smooth. Very satisfied with this program.
Cons
I feel the task portion can be updated so that you can click that it was completed rather than needing to delete the task if it was done outside of LD.
Krista
- Industry: Law Practice
- Company size: 11–50 Employees
- Used Daily for 6-12 months
-
Review Source
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3.0
Reviewed on 15/07/2021
It's a love hate relationship
It has been a hard transition between Filevine and into Lead Docket, however, it's small improvements and revisions that make us work more efficiently as a department because of this program.
Pros
I enjoy the full lay out of the program in my department. However, I do believe it's start up and integration needed much more work and customization
Cons
The "standard" features that can not be changed or further explained. The tasks are difficult to change between case types and many items we can add, we have no formal training to sync to our CMS.
Kelli
- Industry: Management Consulting
- Company size: Self Employed
- Used Daily for 2+ years
-
Review Source
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5.0
Reviewed on 18/03/2025
Lead Docket: Great for both users, marketers and management.
Lead Docket is one of the better CRMs on the market for law firms. From the management side, it is easy to evaluate the team's performance and track leads. From the user side, it is very easy to navigate the system and track communications and referrals.
Pros
Reporting, automation, and the user-friendliness. Referral dashboard.
Cons
Reporting changes, reporting lack of customization
Alternatives Considered
LawmaticsReasons for Choosing Lead Docket
Filevine wasn't robust enough for intake managementSwitched From
FilevineReasons for Switching to Lead Docket
Ease of use and integration with Filevine
Courtney
- Industry: Law Practice
- Company size: 11–50 Employees
- Used Daily for 1+ year
-
Review Source
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5.0
Reviewed on 02/12/2024
Personal Injury Law Firm Intake Review
Lead Docket has been a game changer for our Personal Injury Intake Team. It is extremely user-friendly compared to some of the competitors. We wanted a software that we could train employees on quickly and efficiently.
Pros
Our team loves the task and message automation. It streamlines our workflow to ensure no leads are overlooked.
Lead Docket has also increased our marketing tracking. Being able to set up source rules based on click IDs and UTM parameters ensures that we know where our leads are coming from.
Cons
If I could fix one thing about Lead Docket it would in-depth rules on custom fields. Having a field trigger based on more than one conditional logic would change the game.
Response from Filevine
Thank you for taking the time to leave your review, Courtney!
Replied 09/12/2024