Lead Docket
leaddocket.com
Spec sheet
- Purpose
- Lead Docket is legal intake software that captures and organizes law firm leads and surfaces Lead Viability to help teams prioritize them.Read 9 Oct 2026 · leaddocket.com
- Intended users
- Lead Docket is presented as a product for legal teams and law firms managing intake, lead follow-up, and marketing decisions.Read 9 Oct 2026 · leaddocket.com
- Support
- Lead Docket Live Help is available from 7am–6pm MT through chat, and non-urgent simple issues can be submitted through a form.Read 9 Oct 2026 · support.leaddocket.com
- Headquarters
- Salt Lake City, Utah, United StatesRead 28 Sep 2026 · leaddocket.com
- AI tools
- LeadsAI can summarize case facts, analyze sentiment in client communications, generate intake timelines, and predict case success likelihood.Read 9 Oct 2026 · leaddocket.com
- Filevine integration
- When a case is signed, Lead Docket can transfer case files and information into Filevine as a new project, map custom fields, and track project phases.Read 9 Oct 2026 · leaddocket.com
- Intake forms
- Custom intake scripts collect lead contact information and qualifying case fields, and can integrate with web chats and answering services.Read 9 Oct 2026 · leaddocket.com
- Lead tracking
- The product tracks leads through conversion and offers reporting that can export granular data, including individual word values from text fields.Read 9 Oct 2026 · leaddocket.com
- Marketing analytics
- Firms can enter marketing spend and track campaign outcomes, revenue by source, conversion rates, and wanted leads.Read 9 Oct 2026 · leaddocket.com
- Notable limit
- Lead Docket’s beta document folders do not support nested folders.Read 9 Oct 2026 · support.leaddocket.com
- Other integrations
- The integrations directory lists tools and services including Google Ads, CallRail, HubSpot, Zapier, Zendesk, and answering services.Read 9 Oct 2026 · leaddocket.com
- Payments
- Lead Docket can request retainer, consultation, and referral fee payments through links supporting credit cards and ACH transfers.Read 9 Oct 2026 · leaddocket.com
- Security and privacy
- Filevine says it uses organizational, technical, and administrative measures designed to protect personal data and that only personnel who need access can access it.Read 9 Oct 2026 · leaddocket.com
- Workflow automation
- Automated messaging and recurring tasks help teams follow up with leads consistently.Read 9 Oct 2026 · leaddocket.com
Plans and prices
Custom quote Priced on request Tailored solution and pricing; request a custom quote Read 9 Oct 2026 · leaddocket.com
Where Specifiction places it
- Legal CRM Software#29 of 347.0
- Lead Management Software#32 of 367.1
- Legal Intake Software#24 of 256.8
