Lead Docket

RATING:

4.7

Overview

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, custo...

Lead Docket Pricing

Lead Docket pricing starts at $300 per month.

Starting price:

$300.00 per month

Free trial:

Not Available

Free version:

Not Available

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.

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Lead Docket Reviews

Overall Rating

4.7

Ratings Breakdown

Secondary Ratings

Ease-of-use

Customer Support

4.5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for Lead Docket

1 - 5 of 29 Reviews

Read All 29 Reviews

Krista

Law Practice, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

EASE OF USE

VALUE FOR MONEY

CUSTOMER SUPPORT

FUNCTIONALITY

Reviewed February 2024

Lead Docket 2024

PROS

Lead Docket is great for lead tracking and reporting. Specifically from a marketing standpoint. It helps us see how effective each marketing source is.

CONS

There are some duplicative tasks between filevine and lead docket that I believe could be improved.

Pedro

Legal Services, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

EASE OF USE

VALUE FOR MONEY

CUSTOMER SUPPORT

FUNCTIONALITY

Reviewed July 2023

Lead Docket, is it good?

PROS

Ease of access, and user-friendliness. I also like the fact that it is customizable in so many ways and the integration with Filevine.

CONS

Reporting could be better when extracting Excel files. More info should be available.

Reasons for switching to Lead Docket

The firm decided to move into a better system.

Kaylee

Law Practice, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

EASE OF USE

VALUE FOR MONEY

CUSTOMER SUPPORT

FUNCTIONALITY

Reviewed February 2024

Lead Docket

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.

Matias

Law Practice, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

EASE OF USE

CUSTOMER SUPPORT

FUNCTIONALITY

Reviewed March 2024

Easy to use Tool: Lead Docket

Great tool to maintain communication with the potential client database.

PROS

Lead Docket is easy to use/learn as well as update when needed.

CONS

Additional entries need to be 'updated' by clicking the update button or the new data will no be saved.

Cyndi

Law Practice, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

EASE OF USE

VALUE FOR MONEY

CUSTOMER SUPPORT

FUNCTIONALITY

Reviewed 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.

Reason 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.

Read All 29 Reviews

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