Lead Docket

Lead Docket

4.67

(18)

best for

  • Customer Relationship Management
  • Best For All Business Sizes
  • Supports Cloud Based Platforms

what reviewers say

  • Great value for money
  • Great ease of use
  • Great functionality

What is 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, custo... read more
Real-time incoming lead data paired with task management helps your team follow up with your Facebook and other marketing leads at the right time.
Real-time incoming lead data paired with task management helps your team follow up with your Facebook and other marketing leads at the right time.
Still using non-automated lead generation? No problem. Lead Docket users can manually add leads that don't come in through digital marketing channels too!
Still using non-automated lead generation? No problem. Lead Docket users can manually add leads that don't come in through digital marketing channels too!
Track each activity on every lead to make the most informed decisions on where to spend your marketing dollars.
Track each activity on every lead to make the most informed decisions on where to spend your marketing dollars.
Lead Docket's attractive dashboard lets you quickly and easily locate the data you need.
Lead Docket's attractive dashboard lets you quickly and easily locate the data you need.
Track your ROI on each marketing channel with Lead Docket's robust reporting and analytics features.
Track your ROI on each marketing channel with Lead Docket's robust reporting and analytics features.
Customize reports to create a home screen dashboard that instantly shows you the metrics that matter for your business growth.
Customize reports to create a home screen dashboard that instantly shows you the metrics that matter for your business growth.
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User Review Highlights

4.67

18 Reviews

5
13
4
4
3
1
2
0
1
0
4.5

Ease-of-use

out of 5
4.5

Customer Support

out of 5
4.5

Value for money

out of 5
4.5

Functionality

out of 5
  • icon"Lead Docket is user friendly and exactly the intake software we needed. The support team is also very responsive and helpful."
  • icon"I truly enjoy how simple it is to use. One it's biggest selling point is that I don't have to have multiple pages/apps up."
  • icon"The Intake Dashboard keeps you focused and organized on your pipeline and being consistent on your calls and follow-ups to potential clients."
  • icon"You cannot customize it easily. Tasks are very difficult to change."
  • icon"Desperately needs spellcheck and undo. Once you hit a wrong key or accidentally delete, there is no way to undo it, very problematic."

Read user reviews

Which features does Lead Docket offer?

Top Lead Docket features and user ratings for each are:

Reporting/Analytics
Lead Capture
5.0 (3)
Lead Segmentation
Interaction Tracking
4.8 (4)
Workflow Management
4.0 (3)

This data is sourced from real user reviews, to provide you with unbiased context from people who actually use Lead Docket.

How easy is Lead Docket to use and deploy?

Lead Docket supports Cloud Based deployment options, including: Cloud, SaaS, Web-based.

People who reviewed this software give it a 4.5 star rating for ease-of-use.

What do verified users say about Lead Docket

4.67/5 out of 18 Reviews

Showing 1 - 5 of 18 reviews

Mary Jane

Company size: 51-200 employees

Industry: Law Practice

Time used: Less than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Functionality

out of 5

June 2022

Very helpful

Pros

Product is easy to use. Helpful with contact information and location of clients.

Cons

I do not think there are any dislikes at this point. I am just a User.

Cyndi

Company size: 11-50 employees

Industry: Law Practice

Time used: Less than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

October 2021

Great software.

It has made my position a lot easier with tracking and converting leads.

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.

Krista

Company size: 11-50 employees

Industry: Law Practice

Time used: Less than 12 months

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
3

Ease-of-use

out of 5
3

Value for money

out of 5
5

Customer support

out of 5
3

Functionality

out of 5

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.

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.

Rebecca

Company size: 11-50 employees

Industry: Law Practice

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

April 2021

Smart & Streamlined

Every day use for 3 + years now and I can honestly say I would be lost without it. Service is excellent, ease of use is excellent. Best money spent.

Pros

I love how intuitive Lead Docket is, and how easy it is to navigate and see all the information I need to see every day. The breadth and depth of reporting is also A+.

Cons

The only con I can think of is that sometime I think of layout design that might make it even easier for me to see what I need to see. This ends up being a pro, however, because when I reach out to customer service they always seem to be able to make these ideas a reality. Amazing!

Reasons for choosing Lead Docket

The reporting features

Julia

Company size: 51-200 employees

Industry: Legal Services

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

April 2021

Convenient and easy to use system

I have been using Lead Docket at our company for more than 3 years with continued success. A lot of the manual work has become automated, allowing me to identify and focus on key leads. It's helped to create a simple work flow that everyone can follow and get more work done effectively.

Pros

I use Lead Docket on a daily basis and it's very easy to understand the many functions it offers. The integration process is straightforward. I like that I have the ability customize the case types and change the message templates to fit our company's needs. The ability to text and interact with potential clients in real time with out having to use another text platform is practical and saves a lot of time. The different statuses helped to streamline our process of prioritizing, analyzing, and tracking individual leads more efficiently.

Cons

Right now I have to download a report to see all appointments booked with the times and locations. I'd like to have the option to see them on a calendar view with time slots instead of scrolling down the scheduled status or generating a report.

Showing 1 - 5 of 18 reviews