Lead Docket 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Lead Docket

4.8

(60)

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 17 reviews

Zapier

Mailchimp

CallRail

SmartAdvocate

TrialWorks

See all 14 integrations

Lead Docket User Reviews

Overall Rating

4.8

Ratings Breakdown

88%

Secondary Ratings

Ease of Use

4.8

Value for money

4.7

Customer support

4.6

Functionality

4.8

Paige K.

Verified reviewer

Legal Services

2-10 employees

Used daily for less than 6 months

Review source

Reviewed March 2025

Lead Docket Review from the Intake Specialist at England Injury Law

10/10. Love how it connects to FileVine and is easy to edit leads. I had a great experience learning the system. It is great for our marketing because we can see what is working and what is not. This has a great financial impact on our marketing budget so we don't overspend in areas not bringing in the most clients.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like how it monitors every lead and is very customizable.

Cons:

Every field in the intake form sent to new clients has mandatory fields, whereas they can't submit the document unless filled out, however, some clients are able to pass mandatory field without issue leaving us chasing vital information.

Reasons for switching to Lead Docket

Lead Docket directly ties with FileVine thereby making lead management more efficient for both staff and clients.

Diane R.

Verified reviewer

Legal Services

11-50 employees

Used daily for less than 12 months

Review source

Reviewed February 2025

Happy & Satisfied Customer!

Very satisfied with the system. As a new user I feel I was able to work my way around the page with ease as everything is very streamlined and simple to understand.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The streamlined ease of use. Each section is labeled clearly and simply. The filter option makes it easy to track your specific files. The functionality is smooth. Very satisfied with this program.

Cons:

I feel the task portion can be updated so that you can click that it was completed rather than needing to delete the task if it was done outside of LD.

Reasons for switching to Lead Docket

The other site was out dated and very difficult to use.

Krista G.

Verified reviewer

Law Practice

11-50 employees

Used daily for less than 12 months

Review source

Reviewed July 2021

It's a love hate relationship

It has been a hard transition between Filevine and into Lead Docket, however, it's small improvements and revisions that make us work more efficiently as a department because of this program.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I enjoy the full lay out of the program in my department. However, I do believe it's start up and integration needed much more work and customization

Cons:

The "standard" features that can not be changed or further explained. The tasks are difficult to change between case types and many items we can add, we have no formal training to sync to our CMS.

Kelli W.

Verified reviewer

Management Consulting

Self-Employed

Used daily for more than 2 years

Review source

Reviewed March 2025

Lead Docket: Great for both users, marketers and management.

Lead Docket is one of the better CRMs on the market for law firms. From the management side, it is easy to evaluate the team's performance and track leads. From the user side, it is very easy to navigate the system and track communications and referrals.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Reporting, automation, and the user-friendliness. Referral dashboard.

Cons:

Reporting changes, reporting lack of customization

Reasons for choosing Lead Docket

Ease of use and integration with Filevine

Reasons for switching to Lead Docket

Filevine wasn't robust enough for intake management

Courtney S.

Verified reviewer

Law Practice

11-50 employees

Used daily for less than 2 years

Review source

Reviewed December 2024

Personal Injury Law Firm Intake Review

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

Value for money

Customer support

Functionality

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

Nick C.

Verified reviewer

Law Practice

11-50 employees

Used daily for less than 6 months

Review source

Reviewed April 2025

Nick Conlon

Great, it has been very helpful with boosting our rates of intakes and retentions.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The status-message design makes it very efficient to review and process leads without having to click through too many options.

Cons:

The process for setting up new case types, assigning and arranging the fields, and setting up the lead form is too cumbersome

Reasons for choosing Lead Docket

It had more features as I recall. It seemed like a more comprehensive CRM.

Reasons for switching to Lead Docket

Clio Grow didn't have great functions, e.g. conditional intake form, texting, etc.

Samantha P.

Verified reviewer

Law Practice

11-50 employees

Used daily for more than 2 years

Review source

Reviewed January 2025

Lead Docket

I am very pleased with Lead Docket's functionality and how their automated systems improve efficiency within our intake system.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I personally love the ease of the automated systems and the ease of creating personalized ones to our law firm's needs.

Cons:

It can be a little confusing in who to contact regarding customer support.

Reasons for switching to Lead Docket

Captorra was extremely outdated compared to Lead Docket's automation and referral portal dashboard.

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

Tracy S.

Verified reviewer

Law Practice

2-10 employees

Used daily for more than 2 years

Review source

Reviewed December 2024

Lead Docket is fast, efficient and a joy to work with each day!

Very satisfied and happy with it, so much so I convinced my current employer to purchase it

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

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

Showing 1 - 10 of 60 Reviews

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Lead Docket 2026: Benefits, Features & Pricing

Overview

About Lead Docket

Lead Docket Screenshots

Lead Docket Pricing and Plans

Lead Docket Features

Lead Docket Integrations

Lead Docket User Reviews

Lead Docket Popular Comparisons

Other Top Recommended Lead Capture Software

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