Lead Docket Software

Our advisors have recommended this product 2 times in the last 30 days

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 functionali...


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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 8, Windows 10

3 Reviews of Lead Docket

Overall rating

/ 5 stars

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April 2021

Rebecca from Coplan + Crane

Company Size: 11-50 employees

Industry: Law Practice

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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

April 2021

Julia from Cabanillas & Associates, P.C.

Company Size: 51-200 employees

Industry: Legal Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

April 2021

Emily from The Gori Law Firm

Company Size: 201-500 employees

Industry: Legal Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2021

Exceptional Software

Pros

Lead Docket is user friendly and exactly the intake software we needed! The support team is also very responsive and helpful!

Cons

I cannot think of any cons about this software.