Lead Docket helps you optimize your resources and increase conversion. Customize intake forms, automate task flows, track leads, and manage marketing efforts--all in one place. Lead Docket allows organizations to compare leads based on specific time periods, monitor business revenue based on marketing source or attorney, and gain visibility into leads by location on a map and other key performance indicators (KPIs) through reports. Law firms can track inbound or outbound referrals, receive automated follow-up alerts, generate documents, and import or export data from various case management systems to the platform. Legal professionals can also search, filter, tag, duplicate, and sort leads, monitor contacts from external or internal sources, and automatically create task assignments.
"Prior to Lead Docket, my firm struggled to keep track of leads across paper forms, post it notes, and emails. With the move to Lead Docket, we are now signing these leads that previously fell through.”
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