Demo Lead Management


Find out how Lead Docket can help you convert more leads than your competitors. Turn more leads into clients, simplify your intake, and optimize your marketing efforts—all in one place.

In this demo, we’ll show you how to:

  • Capture every lead and follow it all the way through to conversion
  • Maximize ROI from your marketing sources
  • Customize your intake forms
  • Build workflows that fit your team’s specific processes
  • Ensure every lead is followed up with
  • Seamlessly transition case files, contact information, and more to Filevine
  • Report on revenue, fees, lead volume, conversion rates, and more

...and more!

Request Your Demo of Lead Docket by Filevine

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