Free Webinar

Lead Docket Refresh: OCR, Ask LOIS, and Lead Viability in One Place

When intake forms, calls, messages, and uploaded files live in different silos, qualified leads slip through the cracks. We rebuilt Lead Docket to bridge those gaps, bringing your documents, communications, and case insights into a single, connected view so your team can convert high-value clients faster.

Join us on Wednesday, August 12th, 12 p.m.
Join us on Wednesday, August 12th noon MDT

Register for this Webinar

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Who will be there

Who is Speaking in this Webinar?

Josh Hostilo
Product Director, Filevine
Stacie Smith
Sales Engineer, Filevine
What we’re covering

Join Us on Wednesday, August 12th at 12:00 PM MT to See What’s New:

  • Automated Document Reading (OCR): Uploaded files are scanned instantly and organized into folders that sync directly with Filevine.
  • Instant Conversational Search (Ask LOIS): Get cited answers pulled straight from calls, texts, and attached documents without having to dig through multiple tabs.
  • Lead Viability: Surface case fit, underlying reasoning, and evidence-linked signals across 22 practice areas the moment a lead opens.
  • Custom Intake Rules: Effortlessly update qualifying criteria per practice area on your own, with no IT or engineering support required.

You won’t want to miss this FREE webinar!