Learn why CallRail recommends Lead Docket

Turn more leads into clients, optimize your marketing efforts, and boost your ROI.

Lead Docket by Filevine helps you follow your client’s experience from first contact to conversion. Our client intake software helps generate client forms and speed up the intake process to focus more on your clients and less on your business.

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Find and convert more leads with Lead Docket

Lead Docket dramatically improves the way your firm attracts, converts, and retains clients—all with efficient marketing spend. Lead Docket is more than just lead tracking. Get complete visibility of your lead flow by following the outcome of every lead while also comparing outcomes by revenue source.

Lead Tracking

Capture every lead and track it all the way through to conversion. Lead Docket ensures every lead is followed up with and keeps both you and your potential client informed every step of the way.

Marketing Optimization

Get the most of your marketing budget. Lead Docket shows you exactly where your leads are coming from so you can invest where it matters most. Enter your marketing spend in Lead Docket to track the outcome of your campaigns. Measure revenue by marketing source, conversion rates, wanted leads, and more.

Intake Forms

Custom intake scripts give you the power to efficiently gather lead contact information and qualifying case fields for smooth intake conversion. Easily integrate with web chats and answering services, so your potential clients can have quick access to your intake form.

AI-Driven Insights for Smarter Lead Management

Let LeadsAI do the heavy lifting. Our AI-powered solution summarizes lead information and client interactions, saving you valuable time and resources. Get key insights into case potential and communication patterns, so you can prioritize your most promising opportunities and focus on growing your firm.

See for yourself! Book a free demo customized to you and your organization's needs.

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