Automate, Track & Grow

Customize intake forms, automate task flows, track leads, and manage marketing efforts—all in one place.

LeadsAI

Let AI-enhanced tools transform the laborious and costly practice of intake into a strategic, revenue-generating asset for your firm. Evaluate cases faster with concise AI summarization of the key facts. Analyze the sentiment in client communication to catch potential problem areas. Stay up to speed on all new developments with AI-generated intake timelines. And take the guesswork out of case qualification with revolutionary tools predicting the likelihood of case success.

Lead Tracking

Capture every lead and track it all the way through to conversion. Lead Docket ensures every lead is followed up with and keeps both you and your potential client informed every step of the way.

Marketing Optimization

Get the most of your marketing budget. Lead Docket shows you exactly where your leads are coming from so you can invest where it matters most.

Enter your marketing spend in Lead Docket to track the outcome of your campaigns. Measure revenue by marketing source, conversion rates, wanted leads, and more.

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Intake Forms

Custom intake scripts give you the power to efficiently gather lead contact information and qualifying case fields for smooth intake conversion.

Easily integrate with web chats and answering services, so your potential clients can have quick access to your intake form.

Workflow Automation

Never lose a lead due to lack of follow-up. Lead Docket’s automated messaging ensures your client gets the right message at the right time.

Automate recurring tasks for your team to complete for each lead to ensure nothing slips through the cracks.

Payments

Accept payments up front for retainers, consultation fees, and referral fees through an easy payment request link. Make it more convenient for your clients and leads to pay for your services with secure online credit card payments and ACH transfers.

Benefits you'll love:

Integrations

Lead Docket integrates with your call tracking numbers, website forms, answering services, case management software, and much more.

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Referral Tracking

Let Lead Docket chase down referral fees and automatically check in with referral partners for you.

Reporting

Track revenue by source, lead volume over time, referral fees and revenue, and other key indicators that help you make better business decisions.