Maximize Lead Docket
Get more from your marketing budget, track leads and conversions, and improve your intake management process with a highly customizable platform that syncs seamlessly with Filevine.
WHAT WE DOImplement, customize, and train your team on Lead Docket
We take pride in helping clients not only set up and use Lead Docket but also tangibly improve their lead conversions and marketing performance. We provide you with experience-backed insights into best practices and features optimized for Lead Docket. We can work with you on one-time projects or as an ongoing partner — our contracts are month-to-month, with no long-term commitment.
Customizations
Take your Lead Docket to the next level with customized lead statuses, reports, and more.
Improve lead answer rates
Get leads to answer your calls by using a custom message that sends them a contact card.
Dashboard reporting
Measure lead activity and intake results, and track campaign efficacy — without needing to wade through spreadsheets.
Send customer satisfaction surveys
If you use Filevine, you can get customer satisfaction ratings using Lead Docket and loop them right back into Filevine.
Better follow-up with referrals
We created an easy-to-respond email that allows your referral partners to update you with one click.
Deep Filevine integrations
Our team of Filevine experts can ensure that data is flowing seamlessly between Lead Docket and Filevine.
WHO WE AREMeet your Lead Docket team
Lead Docket isn’t just one of the tools we use; our dedicated expert team works in Lead Docket day in, day out—it’s all we do!
We have deep experience in legal intake and marketing, and are laser-focused on helping you grow your business.
Launch with Lead Docket
Implement Lead Docket with excellence and unlimited training by a team that cares about the details. We can get your team up and running quickly and affordably with launch plans that fit different-sized organizations.
Essentials
$2,500
Sale: $2,000
Launch within 4 weeks
The best choice for smaller firms with 1–3 Lead Docket users, and a fairly straightforward intake workflow
Custom configuration
System setup: branding, case types, offices, Filevine connection
Best-practice intake questions for your primary case type
Users and referral sources uploaded
SMS registration support
Standard message snippets added
Unlimited native integrations connected
Phase mapping configured
Up to 3 document templates coded
Training and post-launch support
Post-launch check-in
Unlimited intake staff training for up to 30 days post-launch
Access to Lead Docket training video library
Free Help Wednesdays, forever
Option for ongoing optimization support
Plus
$3,750
Launch within 4 weeks
The best choice for growing firms with 4-10 Lead Docket users who want a tailored intake workflow and for firms using Filevine.
Custom configuration
Everything in Essentials, plus:
Custom intake questions designed for your firm’s qualification process
Custom fields and contact card questions built and mapped to Filevine
Marketing and contact source customization
Referral firms set up with workflow
Up to 10 document templates coded
Leads AI setup and configuration
Unlimited native integrations
Automation rules consultation (up to 3 basic rules scoped and implemented)
Training and post-launch support
Post-launch check-in
Unlimited intake staff training for up to 30 days post-launch
Access to Lead Docket training video library
Free Help Wednesdays, forever
Option for ongoing optimization support
Custom
Starting at $5,000
Requires scoping
The best choice for larger firms with 10+ users, multiple case types or complex intake workflows requiring strategy and design.
Custom configuration
Everything in Plus, plus:
Full intake workflow design across multiple case types
Advanced automation rules (custom-scoped to your workflow)
Lead forms built and connected
Expenses spreadsheet import (if applicable)
Custom integration scoping (for tools requiring outside platforms like Zapier)
Training and post-launch support
Post-launch check-in
Unlimited intake staff training for up to 30 days post-launch
Access to Lead Docket training video library
Free Help Wednesdays, forever
Option for ongoing optimization support
All services are month-to-month engagements. At any time, a client may add additional months of services by request.
Post-launch support and optimization
Ongoing updates and support to maximize results available after Lead Docket is implemented.
This offering is designed to help firms that are growing with significant monthly marketing spend. Our optimization plans are flexible month-to-month agreements, with no long-term contracts.
Ideal for firms with lots of integrations that need more support
On-call for any Lead Docket or intake support questions
Monthly scheduled check-in calls and ad-hoc work sessions as needed
Adding new campaigns and native integrations
Proactive quarterly review/audit of leads and intake performance
Training videos are provided as we update new features or workflows
New employee training
Lead Docket migration
Spreadsheet import
$1,250
Ideal for small-to-mid-size firms looking to get core contact and lead information loaded into Lead Docket.
Available for all launch plans.
If you can convert your data to this format, you're a good candidate for a spreadsheet migration — just click here for the preferred format.
You select the data you want to be migrated, and we’ll provide a spreadsheet template for you to enter the data.
Spreadsheet imports do not include documents or emails/texts.
Documents must be manually added to Lead Docket via drag-and-drop or the upload button.
Please note that hourly support is available to assist in formatting your data into the import spreadsheets if needed.
Customization of additional practice areas may require a larger plan.
Spreadsheet import plus
$2,500 - $5,000
Suitable for mid-to-large-sized firms importing a higher quantity of leads and data.
Available for all launch plans.
Provide CSVs or spreadsheets of your data that you want to be imported:
Leads
Contacts
Expenses
Settlements and fees
We’ll meet with you to review mapping, help with formatting your data into the import spreadsheets, and provide appropriate guidance on historical data and active leads before launch.
Spreadsheet imports do not include documents or emails/texts.
Documents must be manually added to Lead Docket via drag-and-drop or the upload button.
Custom migration
Starting at $7,500 (scoping required)
For enterprise firms with more custom needs.
We’ll meet with you to discuss the potential options for a more in-depth migration of your data.
This is a great option for firms that need migration of:
Contact and lead data
Expenses, settlements, and fees
Historic emails
Texts
Notes
We are, of course, happy to discuss and scope out any specific document requirements.
Optional add-ons:
Lead Docket automations
If added post-launch, pricing starts at $750.
LeadsAI
If added post-launch, pricing starts at $750.