- Home
- Legal CRM Software
- Lead Docket
Lead Docket
Salt Lake City, Utah, United States
What it is
Lead Docket is web-based legal intake software for law firms and legal teams. It captures lead contact details and qualifying case information through custom intake scripts that can connect with web chats and answering services. Teams can track leads through conversion, use Lead Viability to prioritize opportunities, and automate messaging and recurring follow-up tasks. Reporting exports granular information, including individual word values from text fields. Firms can record marketing spend and review campaign outcomes, revenue by source, conversion rates, and wanted leads. LeadsAI can summarize case facts, analyze sentiment in client communications, create intake timelines, and predict case success likelihood. Payment links can request retainer, consultation, and referral fees through credit cards and ACH transfers. When a case is signed, Filevine can receive files and information as a new project, map custom fields, and track project phases. Other listed integrations include Google Ads, CallRail, HubSpot, Zapier, Zendesk, and answering services. Pricing is available by custom quote.
For and against
For
- Captures and qualifies legal leads
- Automates messaging and recurring tasks
- Provides detailed conversion and marketing reports
- Offers AI summaries and sentiment analysis
- Supports credit-card and ACH payment links
Against
- Pricing requires a custom quote
- Beta document folders lack nested folders
- Web platform only
- AI tools run within the listed product workflow
The verdict
Lead Docket combines legal intake, lead prioritization, follow-up automation, marketing analysis, payments, and Filevine handoff. Request a custom quote and check the document-folder limitation when evaluating fit.
Who it suits
It suits law firms and legal teams managing intake, lead follow-up, conversion, and marketing decisions. Teams using Filevine or the listed advertising, CRM, communication, and automation services may also find the integrations relevant.
Plans and prices
Custom quote
Tailored solution and pricing; request a custom quote
Read 9 Oct 2026 · leaddocket.com
On the record
- AI tools
- LeadsAI can summarize case facts, analyze sentiment in client communications, generate intake timelines, and predict case success likelihood.leaddocket.com · read 9 Oct 2026
- 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.leaddocket.com · read 9 Oct 2026
- Intake forms
- Custom intake scripts collect lead contact information and qualifying case fields, and can integrate with web chats and answering services.leaddocket.com · read 9 Oct 2026
- Intended users
- Lead Docket is presented as a product for legal teams and law firms managing intake, lead follow-up, and marketing decisions.leaddocket.com · read 9 Oct 2026
- Lead tracking
- The product tracks leads through conversion and offers reporting that can export granular data, including individual word values from text fields.leaddocket.com · read 9 Oct 2026
- Marketing analytics
- Firms can enter marketing spend and track campaign outcomes, revenue by source, conversion rates, and wanted leads.leaddocket.com · read 9 Oct 2026
- Notable limit
- Lead Docket’s beta document folders do not support nested folders.support.leaddocket.com · read 9 Oct 2026
- Other integrations
- The integrations directory lists tools and services including Google Ads, CallRail, HubSpot, Zapier, Zendesk, and answering services.leaddocket.com · read 9 Oct 2026
- Payments
- Lead Docket can request retainer, consultation, and referral fee payments through links supporting credit cards and ACH transfers.leaddocket.com · read 9 Oct 2026
- Purpose
- Lead Docket is legal intake software that captures and organizes law firm leads and surfaces Lead Viability to help teams prioritize them.leaddocket.com · read 9 Oct 2026
- 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.leaddocket.com · read 9 Oct 2026
- Support
- Lead Docket Live Help is available from 7am–6pm MT through chat, and non-urgent simple issues can be submitted through a form.support.leaddocket.com · read 9 Oct 2026
- Workflow automation
- Automated messaging and recurring tasks help teams follow up with leads consistently.leaddocket.com · read 9 Oct 2026
