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, through to conversion.
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Lead tracking that captures every single lead

Track and nurture leads from every source all the way through to conversion.

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

Marketing optimization that doesn’t break the bank

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.

Automated workflows you can rely on

Timing matters. Lead Docket automates your workflows to ensure every lead is quickly followed up with, and no tasks slip through the cracks.

Smarter legal intake

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.

Lead referrals made easy

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

Lead Docket automatically tracks project phases in Filevine, and uses settlement amounts and legal fees to calculate ROI.
Follow the outcome of every lead and compare outcomes by staff and revenue source.
Lead Docket was made by legal professionals, for legal professionals.
leads captured in the past 12 months
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