--- title: "Lead Docket Software Reviews, Demo & Pricing - 2026" description: "Review of Lead Docket Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/crm/leaddocket-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Law Practice Management Software](https://www.softwareadvice.com/legal/law-practice-management-comparison/) / Lead Docket Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/crm/leaddocket-profile/reviews/)[Alternatives](https://www.softwareadvice.com/crm/leaddocket-profile/alternatives/) # Lead Docket Review From $300/month 1 plan Wondering if Lead Docket is right for your practice? Our Law Practice Management Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview Lead Docket 4.9 [(62)](https://www.softwareadvice.com/crm/leaddocket-profile/reviews/) Pricing Starting at $300.00 per feature per month ### About Lead Docket Lead Docket is a cloud-based customer relationship management (CRM) solution that helps law firms to track leads. Key features include a real-time dashboard, contact management, task management and reporting. It enables users to search, sort and filter lead as needed. Users can track and store a lead's contact details, and leads can be filtered based on submission channel. Leads can be uploaded from internal and external sources. The solution allows users to create a lead database, as well as schedule appointments, meetings and phone calls. Users can also set callback reminders. Lead Docket’s reporting feature can be used to track cost per lead, lead volume, revenue and other key performance indicators. Other functionalities include referral management, custom intake scripts and call tracking. The solution offers integration with third-party applications such as Google, Microsoft Azure, SendGrid and MailChimp. Pricing is per user per month. Support is offered via email and over the phone. Do you work for Lead Docket? [Manage this product listing](https://www.g2.com/products/lead-docket/claim_requests/new?auto=true) Wondering if Lead Docket is right for your practice? Our Law Practice Management Software selection experts can help you in 15 minutes or less. ## Lead Docket User Interface ## Popular Lead Docket Alternatives Main Product Lead Docket 4.9 [(62)](https://www.softwareadvice.com/crm/leaddocket-profile/reviews/) Ratings Breakdown - 4.84Ease of use - 4.72Value for money - 4.64Customer support - 4.77Functionality Pricing Starting at $300.00 per month Get Price Alternative Product [HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/) 4.5 [(4491)](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/) Ratings Breakdown - 4.38Ease of use - 4.29Value for money - 4.39Customer support - 4.36Functionality Pricing Starting at $20.00 per month Get Price Alternative Product [Kylas Sales CRM](https://www.softwareadvice.com/marketing/kylas-profile/) 4.8 [(629)](https://www.softwareadvice.com/marketing/kylas-profile/reviews/) Ratings Breakdown - 4.79Ease of use - 4.78Value for money - 4.80Customer support - 4.69Functionality Pricing Starting at $250.00 per month Get Price Alternative Product [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.4 [(18815)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Ratings Breakdown - 3.99Ease of use - 4.05Value for money - 4.13Customer support - 4.38Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) 4.3 [(7007)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) Ratings Breakdown - 4.15Ease of use - 4.29Value for money - 4.08Customer support - 4.27Functionality Pricing Starting at $14.00 per month Get Price Alternative Product [Bigin by Zoho CRM](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/) 4.7 [(744)](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/reviews/) Ratings Breakdown - 4.75Ease of use - 4.72Value for money - 4.49Customer support - 4.49Functionality Pricing Starting at $7.00 per year Get Price ## Lead Docket Pricing and Plans Starting price: $300.00 per month Free Trial Free Version Basic $300.00 per feature, per month No plan information available Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## Lead Docket Features - Popular features found in Law Practice Management Calendar Management Client Portal Communication Management Contract/License Management CRM Document Generation Expense Tracking Mobile Access Reporting & Statistics Task Management Third-Party Integrations Trust Accounting - More features of Lead Docket Activity Dashboard Activity Tracking Alerts/Notifications API Batch Processing Calendar/Reminder System Campaign Management Contact Database Contact Management Customer Database Customizable Fields Customizable Forms Customizable Reports Dashboard Data Extraction Data Import/Export Data Visualization Forms Management Interaction Tracking Lead Capture Lead Distribution Lead Generation Lead Management Lead Notifications Lead Nurturing Lead Qualification Lead Segmentation Live Chat Online Forms Performance Metrics Pipeline Management Pipeline Reports Prospecting Tools Referral Tracking Reminders Reporting/Analytics Search/Filter Segmentation Shared Contacts Source Tracking Visual Analytics Workflow Management ## Lead Docket Integrations Filevine Integration rated 4.5 from 18 reviews Zapier Integration rated undefined from -1 review CallRail Integration rated undefined from -1 review SmartAdvocate Integration rated undefined from -1 review TrialWorks Integration rated undefined from -1 review Docusign Integration rated undefined from -1 review See all 14 integrations ## Lead Docket User Reviews ## Lead Docket customer ratings - Overall rating: 4.9/5 - Total reviews: 62 ### Rating distribution - 5 stars: 55 reviews (89%) - 4 stars: 5 reviews (8%) - 3 stars: 2 reviews (3%) - 2 stars: 0 reviews (0%) - 1 star: 0 reviews (0%) ### Secondary ratings - Ease of use: 4.8/5 - Value for money: 4.7/5 - Customer support: 4.6/5 - Functionality: 4.8/5 --- ### Lead Docket Is Great! - Overall rating: 5/5 - Reviewer: Natalia R. - Verified reviewer: Yes - Industry: Legal Services - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: March 2025 - Review source details: This review was submitted organically. No incentive was offered I like lead docket a lot. It helps me easily talk to my clients while maintaining confidentiality for the safety of the client but myself as well. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros How easy it is to navigate and stay on track. #### Cons Sometimes emailing is difficult as we don't receive some attachments to certain emails. --- ### Personal Injury Law Firm Intake Review - Overall rating: 5/5 - Reviewer: Courtney S. - Verified reviewer: Yes - Industry: Law Practice - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: December 2024 - Review source details: This review was submitted organically. No incentive was offered Lead Docket has been a game changer for our Personal Injury Intake Team. It is extremely user-friendly compared to some of the competitors. We wanted a software that we could train employees on quickly and efficiently. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Our team loves the task and message automation. It streamlines our workflow to ensure no leads are overlooked. Lead Docket has also increased our marketing tracking. Being able to set up source rules based on click IDs and UTM parameters ensures that we know where our leads are coming from. #### Cons If I could fix one thing about Lead Docket it would in-depth rules on custom fields. Having a field trigger based on more than one conditional logic would change the game. #### Reasons for switching to Lead Docket We felt like Captorra did not perform in areas that we needed it to and was not user-friendly. Our systems are changing constantly and we needed a software that integrated easily and that we could customize and change on our own time. #### Vendor response Thank you for taking the time to leave your review, Courtney! Replied December 2024 --- ### Lead Docket - Overall rating: 3/5 - Reviewer: Kaylee L. - Verified reviewer: Yes - Industry: Law Practice - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: February 2024 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 4/5 - Value for money: 3/5 - Customer support: 4/5 - Functionality: 3/5 #### Pros I love the layout and the ease of use when it comes to adding contacts. #### Cons I don't like that I can't save large documents in Lead Docket. --- ### Lead Docket is fast, efficient and a joy to work with each day! - Overall rating: 5/5 - Reviewer: Tracy S. - Verified reviewer: Yes - Industry: Law Practice - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: December 2024 - Review source details: This review was submitted organically. No incentive was offered Very satisfied and happy with it, so much so I convinced my current employer to purchase it #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The ease of use and being able to rapidly navigate thru intakes #### Cons The lack of a report to show me all parties in a lead with added related contacts #### Reasons for switching to Lead Docket for maximum efficiency since we were using a non lead software --- ### A+ for Lead Docket - Overall rating: 5/5 - Reviewer: Melissa F. - Verified reviewer: Yes - Industry: Legal Services - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: November 2024 - Review source details: This review was submitted organically. No incentive was offered Overall, my experience with lead docket has been extremely seamless and I would highly recommend it. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I really enjoy how we are able to keep everything in the system. From texts, emails and even documents we send out to our clients. #### Cons The only thing I would change about Lead Docket is the fact that there isn't an auto-update feature. #### Reasons for switching to Lead Docket There was a switch in order for us to work more effectively. #### Vendor response Thank you so much for taking the time to leave your review of Lead Docket, Melissa! Replied November 2024 --- ### A great tool - Overall rating: 5/5 - Reviewer: Micah S. - Verified reviewer: Yes - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: November 2024 - Review source details: This review was submitted organically. No incentive was offered This site is a great integration to collect and connect us with our clients and get them into our system. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Al l of your communication is in one place. #### Cons There is not a sales tracking feature to use to track sales from different sales members. #### Reasons for switching to Lead Docket The easy of the system was the biggest selling point. #### Vendor response Thank you for taking the time to provide your review, Micah! This is great feedback! Replied November 2024 --- ### Love Lead Docket - Overall rating: 5/5 - Reviewer: Ashlee T. - Verified reviewer: Yes - Industry: Legal Services - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: October 2024 - Review source details: This review was submitted organically. No incentive was offered Very easy to use. lots of features and also synchs over contact information to our Case file system. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Love the communication features to potential leads. Makes things quick and easy. #### Cons Not all our network portals can synch over to our dashboard #### Reasons for switching to Lead Docket Marketing reports, contact managment Communication features. Unlimited Space. #### Vendor response Thank you so much for taking the time to leave your review of Lead Docket, Ashlee! Replied November 2024 --- ### Intake Coordinator. - Overall rating: 4/5 - Reviewer: Louie S. - Verified reviewer: Yes - Industry: Law Practice - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: October 2024 - Review source details: This review was submitted organically. No incentive was offered I have had a good experience working with Lead Docket. It has improved my production and automated some of my tasks. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros It can be customized for our specific needs. It also works well with File-vine and Vine-Sign. #### Cons Not much to talk about here. We do need to automate other contact tasks. #### Reasons for switching to Lead Docket Many difficulties. Not very compatible with File-Vine --- ### Great software. - Overall rating: 5/5 - Reviewer: Cyndi M. - Verified reviewer: Yes - Industry: Law Practice - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: October 2021 - Review source details: This review was submitted organically. No incentive was offered It has made my position a lot easier with tracking and converting leads. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros This software was very easy to sue and implement within days. #### Cons I wish it had more customization abilities to our needs but after one year I can say it is slowly evolving to fit our needs. #### Reasons for choosing Lead Docket It was the most expensive option but it seemed to be well worth the cost. The trial and staff explained everything very well. --- ### Efficient Intake Management - Overall rating: 5/5 - Reviewer: JaLeeda F. - Verified reviewer: Yes - Industry: Legal Services - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: January 2025 - Review source details: This review was submitted organically. No incentive was offered My overall experience with Lead Docket has been mostly positive. It keeps our intake process organized and simplifies lead tracking. The best part is data tracking for marketing purposes. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros What I like about Lead Docket is how it keeps our intake process organized, tracks leads effortlessly, and automates follow ups. It also integrates with our case management system, making client sign ups or referring cases out seamlessly. #### Cons The reporting can be a bit limiting, and some integrations need a bit more work. I also think the customization options could be a bit more extensive. --- Showing 1 - 10 of 62 Reviews [See All Reviews](https://www.softwareadvice.com/crm/leaddocket-profile/reviews/) ## Lead Docket Popular Comparisons [HubSpot CRM vs Lead Docket](https://www.softwareadvice.com/compare/1854-HubSpot-CRM/vs/266483-leaddocket/)[Kylas Sales CRM vs Lead Docket](https://www.softwareadvice.com/marketing/kylas-profile/vs/leaddocket/)[Salesforce Sales Cloud vs Lead Docket](https://www.softwareadvice.com/compare/2764-Salesforce/vs/266483-leaddocket/)[Bigin by Zoho CRM vs Lead Docket](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/vs/leaddocket/) [Compare All Alternatives](https://www.softwareadvice.com/crm/leaddocket-profile/alternatives/) ## Other Top Recommended Law Practice Management Software [Filevine](https://www.softwareadvice.com/enterprise-legal-management/filevine-profile/) **4.4** (296) Recently recommended **363** times [PracticePanther Legal Software](https://www.softwareadvice.com/legal/paypanther-profile/) **4.7** (529) Recently recommended **351** times [Clio](https://www.softwareadvice.com/legal/clio-legal-profile/) **4.7** (1750) Recently recommended **296** times [8am MyCase](https://www.softwareadvice.com/legal/mycase-profile/) **4.6** (807) Recently recommended **163** times Stuck Between Options? 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