Lead Docket
Lead Docket is web-based legal intake software for law firms and legal teams managing leads, follow-up, and marketing decisions.
What Lead Docket is
Lead Docket is web-based legal intake software for law firms and legal teams managing leads, follow-up, and marketing decisions. Custom intake scripts gather contact details and qualifying case information, and can integrate with web chats and answering services. Teams can track leads through conversion, use Lead Viability to help prioritize them, and automate messaging and recurring tasks. Reporting can export granular data, including individual word values from text fields. Firms can enter marketing spend and review campaign outcomes, revenue by source, conversion rates, and wanted leads. LeadsAI can summarize case facts, analyze sentiment in client communications, create intake timelines, and predict case success likelihood. Payment links can request retainer, consultation, and referral fees using credit cards or ACH transfers. When a case is signed, the Filevine integration can transfer case files and information into a new project, map custom fields, and track project phases. Other listed integrations include Google Ads, CallRail, HubSpot, Zapier, Zendesk, and answering services. Pricing is available by custom quote.
Good
- Custom intake scripts collect qualifying case details
- Tracks leads through conversion
- Reports on campaign outcomes and revenue by source
- Automates messages and recurring tasks
- Can transfer signed cases into Filevine
Watch out
- Pricing is available by custom quote
- Beta document folders do not support nested folders
- Live Help is available only from 7am–6pm MT
Who it suits
Lead Docket suits law firms and legal teams that need to manage intake, follow up with leads, and review marketing outcomes. It is web-based and priced by custom quote.
Verdict
Lead Docket brings intake, lead follow-up, marketing reporting, and payment requests into a web-based product for legal teams. Its custom-quote pricing and the beta document folders’ lack of nested folders are worth noting.
Plans and prices
From Lead Docket's own pricing page, checked 9 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Custom quote | Priced on request | Tailored solution and pricing; request a custom quote |
The facts
Each one read from Lead Docket's own pages, with the date it was checked.
What it does
- AI tools
- LeadsAI can summarize case facts, analyze sentiment in client communications, generate intake timelines, and predict case success likelihood.checked 9 Oct 2026
- Filevine integration
- When a case is signed, Lead Docket can transfer case files and information into Filevine as a new project, map custom fields, and track project phases.checked 9 Oct 2026
- Intake forms
- Custom intake scripts collect lead contact information and qualifying case fields, and can integrate with web chats and answering services.checked 9 Oct 2026
- Intended users
- Lead Docket is presented as a product for legal teams and law firms managing intake, lead follow-up, and marketing decisions.checked 9 Oct 2026
- Lead tracking
- The product tracks leads through conversion and offers reporting that can export granular data, including individual word values from text fields.checked 9 Oct 2026
- Marketing analytics
- Firms can enter marketing spend and track campaign outcomes, revenue by source, conversion rates, and wanted leads.checked 9 Oct 2026
- Notable limit
- Lead Docket’s beta document folders do not support nested folders.checked 9 Oct 2026
- Other integrations
- The integrations directory lists tools and services including Google Ads, CallRail, HubSpot, Zapier, Zendesk, and answering services.checked 9 Oct 2026
- Payments
- Lead Docket can request retainer, consultation, and referral fee payments through links supporting credit cards and ACH transfers.checked 9 Oct 2026
- Purpose
- Lead Docket is legal intake software that captures and organizes law firm leads and surfaces Lead Viability to help teams prioritize them.checked 9 Oct 2026
- Security and privacy
- Filevine says it uses organizational, technical, and administrative measures designed to protect personal data and that only personnel who need access can access it.checked 9 Oct 2026
- Support
- Lead Docket Live Help is available from 7am–6pm MT through chat, and non-urgent simple issues can be submitted through a form.checked 9 Oct 2026
- Workflow automation
- Automated messaging and recurring tasks help teams follow up with leads consistently.checked 9 Oct 2026
The company
- Headquarters
- Salt Lake City, Utah, United Stateschecked 28 Sep 2026
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