Lead Management

Convert more leads, simplify your intake process, and make more money. Lead Docket helps you optimize your resources and increase conversion. Customize intake forms, automate task flows, track leads, and manage marketing efforts—all in one place.
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Capture every lead

Never lose a lead. Track every lead from every source all the way through to conversion.

No more missing lead information. Create custom intake scripts that fit your team’s specific call flows and document leads more effectively.

Optimize your marketing budget

Increase your profits without increasing spending. Know exactly where your leads are coming from so you can invest where it matters most.

Lead Docket has multiple integrations with marketing tools so your workflow doesn’t have to change.

Never forget to follow up

Automate recurring tasks for your team to complete for each lead to ensure nothing slips through the cracks.

Timing matters. Preset your follow-up task flows and automated messaging so your lead gets the right message at the right time.

Enhance your lead efforts through reporting

Make better business decisions. Track lead volume over time, revenue by source, and other key indicators.

Never miss an opportunity. The intake dashboard helps your team work productively by displaying goals, priorities, and tasks.

Refer leads efficiently

Sit back, relax, and let Lead Docket chase down referral fees and automatically check in with referral partners for you.

Save time and reduce errors by sending lead information to referral partners directly from Lead Docket.

Benefits you'll love

Capture and convert leads and seamlessly transition case files, contact information, and more to Filevine.
Stay on top of leads and work from anywhere. Lead Docket is a completely secure cloud-based solution.
Generate and send contracts directly from Lead Docket when paired with our esignature tool–Vinesign.
leads captured in the past 12 months
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