Free Webinar
Lead Docket Refresh: OCR, Ask LOIS, and Viability Scoring in One Place
Most lead intake workflows scatter a lead's story across four disconnected places: the intake form, the call log, the message thread, and whatever documents happen to get uploaded, remaining completely unread until someone opens each one by hand. The problem isn't effort. It's that nothing in the system talks to anything else.
Lead Docket has always been a strong way to manage intake. But we listened to how firms were actually using it, saw exactly where the friction still lived, and rebuilt the product around it. When these intake elements fail to connect, your firm loses time and significant revenue through missed opportunities and leaked leads.
Introducing What’s New in Lead Docket.
Every document that lands in a lead is now OCR'd automatically. Folders keep that document set organized and synced straight into Filevine. Ask LOIS in Lead Docket gives staff conversational, cited answers pulled from calls, messages, and now document content, instead of reading the file cold. Viability Scoring sits on top of all of it, surfacing a per-practice-area score, reasoning, and evidence-linked signals the moment a lead is opened.
Join Josh Hostilo and Stacie Smith as they walk through what's changed in Lead Docket and why it's a meaningfully different product than the one you knew.
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Who is Speaking in this Webinar?
The Wait Is Over – See Lead Docket Live Now:
- From Upload to Answer: See how document OCR, Folders, Ask LOIS, and Viability Scoring work together the instant a document lands in a lead.
- Ask Instead of Search Watch Ask LOIS in Lead Docket pull a cited answer from a lead's documents, calls, and messages in seconds, no more checking four tabs to find one fact.
- A Viability Score the Moment a Lead Opens See viability scoring, reasoning, and ranked evidence across 22 practice areas at the top of the lead.
- Built for Multi-Practice Firms Learn how PMs manage qualifying criteria per practice area directly, with a live preview of the scoring language, no engineering ticket required.
