All Lead Docket Reviews
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Lead Docket Reviews
Reviews Summary
Overall Rating
4.9Ratings Breakdown
5
4
3
2
1
Secondary Ratings
Ease-of-use
4.8
Customer Support
4.6
Value for money
4.7
Functionality
4.8
Pros
"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."
"In addition, Lead Docket is highly customizable, allowing firms to tailor fields, reports, and automation to fit their specific needs."
"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."
Cons
"Some of the things don't stick and there is not a space for all info so we just put it in the accident description"
"I don't like that I can't save large documents in Lead Docket."
"The reporting can be a bit limiting, and some integrations need a bit more work."
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