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.
"I think Lead Docket is better than any other platform that I’ve used for referral management. We don’t do workers’ comp, but we get probably two to three cases a week in workers’ comp that we refer out to other firms. Before, we weren’t tracking them. I had no idea how many cases I referred out or when the checks were coming back in. Now I see them and I know that I’m going to get paid on this stuff down the road.”




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Browse Lead Docket Case Studies, Customer Success Stories, & Customer References from 4 businesses that use Lead Docket.