Lead Docket 2026: Benefits, Features & Pricing

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Overview
Screenshots
Pricing and Plans
Features
Integrations
User Reviews
Popular Comparisons

Overview

Lead Docket

4.9

(62)

Pricing

Starting at $300.00 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.

Lead Docket Screenshots

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

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Lead Docket Features

Popular features found in Lead Capture
Campaign Management
Contact Management
CRM
Data Extraction
Data Import/Export
Email Marketing
Lead Nurturing
Lead Segmentation
Online Forms
Pipeline Management
More features of Lead Docket
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Batch Processing
Calendar/Reminder System
Contact Database
Customer Database
Customizable Fields
Customizable Forms
Customizable Reports
Dashboard
Data Visualization
Forms Management
Interaction Tracking
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Notifications
Lead Qualification
Live Chat
Performance Metrics
Pipeline Reports
Prospecting Tools
Referral Tracking
Reminders
Reporting/Analytics
Reporting & Statistics
Search/Filter
Segmentation
Shared Contacts
Source Tracking
Task Management
Third-Party Integrations
Workflow Management

Lead Docket Integrations

Filevine

Integration rated 4.5 from 18 reviews

Zapier

Mailchimp

CallRail

SmartAdvocate

TrialWorks

See all 14 integrations

Lead Docket User Reviews

Overall Rating

4.9

Ratings Breakdown

89%

Secondary Ratings

Ease of Use

4.8

Value for money

4.7

Customer support

4.6

Functionality

4.8

Ashlee T.

Verified reviewer

Legal Services

2-10 employees

Used daily for less than 2 years

Review source

Reviewed October 2024

Love Lead Docket

Very easy to use. lots of features and also synchs over contact information to our Case file system.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Melissa F.

Verified reviewer

Legal Services

11-50 employees

Used daily for less than 6 months

Review source

Reviewed November 2024

A+ for Lead Docket

Overall, my experience with lead docket has been extremely seamless and I would highly recommend it.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Kaylee L.

Verified reviewer

Law Practice

11-50 employees

Used daily for less than 2 years

Review source

Reviewed February 2024

Lead Docket

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Louie S.

Verified reviewer

Law Practice

11-50 employees

Used daily for less than 2 years

Review source

Reviewed October 2024

Intake Coordinator.

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

Value for money

Customer support

Functionality

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

Micah S.

Verified reviewer

Insurance

2-10 employees

Used daily for less than 12 months

Review source

Reviewed November 2024

A great tool

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

Value for money

Customer support

Functionality

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

Alex E.

Verified reviewer

Legal Services

11-50 employees

Used daily for more than 2 years

Review source

Reviewed March 2025

Lead Docket: A Powerful and Customizable Lead Management Solution

Overall, our company has been very pleased with Lead Docket. We heavily rely on it for keeping our potential leads up to date, assigning them amongst our intake team, and merging the information into our client management software.

Ratings Breakdown

Ease of use

Value for money

Functionality

Pros:

Lead Docket has been a huge asset for managing leads for our firm. It has a user-friendly interface that is easy to navigate for our intake team. Our favorite feature is that it syncs with Filevine, our client file management software, ensuring that data integration between platforms is more organized for our case management process. In addition, Lead Docket is highly customizable, allowing firms to tailor fields, reports, and automation to fit their specific needs. The Intake Dshboard is a quick way to digest all incoming leads, their status, and who they're assigned to. It also generates task flows, helping our intake team stay on track with automated reminders and structured processes that improve productivity and follow-up efficiency.

Cons:

As with other legal software, it does take some time to get used to and isn't super intuitive. It is bare bones in its appearance, making it difficult to look at until you're used to using the software.

Antonio M.

Verified reviewer

Legal Services

51-200 employees

Used daily for less than 12 months

Review source

Reviewed June 2025

Monday Review

Great experience overall, the way the system manages data is friendly to its users and has many features that help with the data entry

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The user experience is quite satisfying, easy to understand and manage. Updating data is great and easy to manage.

Cons:

When handling a different case for the same client, avoiding the duplicate. The integration with filevine has some minor issues.

JaLeeda F.

Verified reviewer

Legal Services

11-50 employees

Used daily for less than 2 years

Review source

Reviewed January 2025

Efficient Intake Management

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

Value for money

Customer support

Functionality

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.

Libby W.

Verified reviewer

Legal Services

11-50 employees

Used daily for more than 2 years

Review source

Reviewed October 2024

Lead Docket Review

I love Lead Docket - I think it's a program with lots of potential and lots of excellent out of the box features that can help law firms leverage their existing marketing tracking capabilities.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Easy user experience, useful automations, and the ability to connect with different CRMs.

Cons:

Inability to change core "built in" sections (Marketing Details) or have custom fields be contingent upon those responses; loss of the Usage Column in Custom Fields, limited custom reporting capabilities.

Vendor Response

Thank you so much for taking the time to leave your review, Libby!

Replied November 2024

Vanessa C.

Verified reviewer

Legal Services

51-200 employees

Used daily for less than 12 months

Review source

Reviewed January 2025

Love Lead Docket