Intake and Lead Management

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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Lead Tracking

Lead tracking that captures every lead

Track and nurture leads from every source through to conversion.

Lead Docket ensures every lead is followed up with and keeps you in the loop every step of the way.

intake and leads
Marketing Optimization

Marketing optimization that works

Increase your profits without increasing your budget. Lead Docket shows you where your leads are coming from so you can invest where it matters most.

Law firms need up-to-the-minute feedback on what is working and what isn't. Don't spend time on leads that don't work or money in areas that provide no value. Our legal software show's you the most impactful leads and helps to bring in more clients.

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Automated Workflows

Workflows to speed up your teams

Timing matters. Lead Docket automates your workflows to ensure every lead is quickly followed up with and tasks are clear.

Easily shareable online intake forms, e-signatures, and document automation to turn your legal firm’s client intake process into a streamlined, efficient system in our secure cloud-based platform.

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Legal Intake

Client intake without the headaches

Your clients are unique. Lead Docket’s flexible platform allows you to manage intake your way, whether that’s over the phone, through a sendable lead form, or by automating your processes for a completely contactless intake experience.

Streamline day-to-day tasks like email follow-up and data entry, lowering overhead and freeing up time for more profitable tasks—so you can focus on client satisfaction.

Speed up your process
Lead Referrals

Lead referrals made easy

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

Manage your contacts and email lists with a cloud-based legal CRM to ensure that no business opportunity or client falls through the cracks. Keep client satisfaction high while managing more clients than you ever thought.

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Frequently Asked Questions

Client intake software is an invaluable tool for legal teams and law firms. It automates the client intake process, allowing lawyers to quickly and accurately collect client information. This data can then be saved in a centralized format, providing staff members and clients easy access.


Furthermore, client intake software immerses law firms in the digital world, meaning their client experience never has to suffer due to outdated client acquisition methods and client data management methods. Allowing legal teams to efficiently track client processes from initial contact to a successful transaction is invaluable, as it ensures that every detail is noticed during the process. Ultimately, client intake software can be an excellent asset for any law firm looking to create a streamlined client acquisition process.

Legal intake software can play a crucial role in helping my law firm streamline the way legal services are delivered. By having an automated system that simplifies complex paperwork, my practice can benefit from improved accuracy and speed of the process. It is an essential tool for any legal firm looking to improve its business and optimize operational efficiency. With such a system in place, cases can be handled more easily and quickly, helping me save time and money to expand my business further.

Lead referrals for legal intake are a vital part of client relationship management for legal firms. It starts with client intake software, designed to capture client data and manage initial contact information. This software allows a firm to track client relationships over time and serve the potential upcoming needs of the client.


Lead referrals are then used to transfer the data collected in client intake software directly into the legal intake software that an attorney or law firm uses to track client matters. Legal teams can access critical client information faster and save time while improving client service by using lead referrals. Lead referrals help attorneys maintain relationships with clients and provide them with the best possible service.

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