Lead Docket Features

Lead Docket offers many features designed to enhance the workflow in your firm. We are constantly improving by adding to features if we think it would benefit firms all around.

Intake

  • Simple intake scripts that can be modified to meet your needs
  • Ensures clean data and a fail-proof intake process
  • Designed to gather information on where your leads are coming from

Dashboard

  • User-friendly dashboard designed to easily manage your firm's leads in one location
  • Complete tasks and move leads through their defined workflow

Messaging

  • Automated text messages and emails sent to keep in touch with your leads
  • Two-way messaging including picture messages

Referral Tracking

  • Easily refer leads by sending lead information to referral partners from Lead Docket
  • Keep track of referral fees and automatically be alerted to follow up on a referred lead

Automation

  • Generate important documents with lead details already entered in just one click
  • Send automated texts and emails with important details such as names, dates, and more, already entered with the use of input fields
  • Automatically assigned tasks ensure leads don’t get left behind

Analytics

Various reports are available to improve marketing decisions and compare performance numbers from various time frames:

  • All Leads - compared by month and year
  • Cost per Lead, Cost Per Case
  • Revenue by Marketing Source, by Attorney
  • Leads by Location (Map)

Support

  • Friendly support staff available via email, or phone at all times.
  • Help center with articles and videos that allow your Lead Docket experience to be stress-free

Import & Export

  • Import previous data from your case management system into Lead Docket to compare your results from past years
  • Export lead details into your case management system from Lead Docket with just one click

Integrations

Don't see an integration your firm uses on this list? We may be able to create an integration for you. Contact support with any questions and concerns.

alert-communications
apex
callrail
Call Tracking Metrics
Client Chat Live
clio
docusign
egeneration-compressor
filevine
google
infusionsoft
legal-intake-professionals
liveadmins
mailchimp
microsoft-azure
needles
ngage
nolo
SendGrid-Logo
smartadvocate
smith-logo
suite1000
trialworks
twilio
wordpress
zapier