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Lead Docket
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based lead management software for law firms
Table of Contents
Lead Docket - 2026 Pricing, Features, Reviews & Alternatives
All user reviews are verified by in-house moderators and provider data by our software research team. Learn more
Lead Docket overview
What is Lead Docket?
Lead Docket is a cloud-based lead tracking software designed to help law firms manage leads, referrals, tasks, contacts, and more on a centralized platform to improve overall conversion rates. Managers can send automated emails and text messages with images to prospects and create customizable intake forms to collect lead information. 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. Lead Docket facilitates integration with various third-party systems such as Twilio, PracticePanther, SendGrid, Prevail, and more. The software also helps administrators track signups, opportunities, assigned cases, unread messages, and tasks on a centralized dashboard.
Who uses Lead Docket?
By industry, Lead Docket reviewers are most commonly professionals in law practice (65%). The most frequent use case for Lead Docket cited by reviewers is lead management (68% of reviewers).
What are the most popular integrations for Lead Docket?
The Lead Docket integration most frequently cited by reviewers is Filevine, a law practice management product rated 4.4 out of 5 for its integration with Lead Docket.
Starting price
per month
Alternatives
with better value for money
Lead Docket’s user interface
Lead Docket pros, cons and reviews insights
To determine these pros and cons insights, we analyzed responses from
Overall rating
Value for money
4.7
Features
4.8
Ease of use
4.8
Customer support
4.6
Reviews sentiment
What do users say about Lead Docket?
Users say Lead Docket streamlines lead management by organizing intake, automating follow-ups, and integrating with other firm applications. They find it effective for tracking leads, assigning tasks, and preventing missed opportunities, though some mention setup and merging processes can be cumbersome. They appreciate having all lead information in one place and value its customizable features.
Reviewers indicate Lead Docket is easy to use, with a simple interface and minimal training required. They report that client communication is efficient, as it centralizes notes, messages, and follow-ups, helping them stay organized and maintain confidentiality while interacting with potential clients.
Select to learn more
Who uses Lead Docket?
Based on 60 verified user reviews.
Company size
Small Businesses
Enterprises
Midsize Businesses
Top industries
Use cases
Lead Docket's key features
Most critical features, based on insights from Lead Docket users:
All Lead Docket features
Features rating:
Lead Docket awards
Lead Docket alternatives
Lead Docket
Starting from
300
Per month
Bigin by Zoho CRM
Starting from
7
Per year
Less Annoying CRM
Starting from
15
Per month
Ricochet360
Starting from
24
Per month
Lead Docket pricing
Value for money rating:
Starting from
300
Per month
Per Feature
User opinions about Lead Docket price and value
Value for money rating:
To see what individual users think of Lead Docket's price and value, check out the review snippets below.
Paige K.
Legal Administrator, Intake Coordinator, Pre- Litigation
Libby W.
Systems Integrator
Lead Docket integrations (16)
Integrations rated by users
We looked at 60 user reviews to identify which products are mentioned as Lead Docket integrations and how users feel about them.
Integration rating: 4.7 (10)
“Cases are easier to monitor and the team is more aware of the happenings in each individual case.”
Paige K.
Legal Administrator, Intake Coordinator, Pre- Litigation
Integration rating: 5.0 (3)
Integration rating: 4.0 (2)
Integration rating: 5.0 (1)
Integration rating: 3.0 (1)
Other top integrations
Lead Docket support options
Typical customers
Platforms supported
Support options
Lead Docket FAQs
Lead Docket has the following pricing plans:
Starting from: $300.00/month
Pricing model: Subscription
These products have better value for money
Q. What are the benefits of using Lead Docket?
• Streamlined Lead Management
Centralize every inquiry—calls, web forms, chat, email—into one intuitive dashboard, eliminating scattered spreadsheets and missed opportunities.
• Automated Follow-Up Sequences
Set up custom drip campaigns and task reminders that automatically nurture and re-engage leads on your behalf, ensuring timely, consistent outreach.
• Customizable Workflows & Pipelines
Design intake and qualification workflows to match your firm’s processes. Move prospects through stages with bespoke status triggers and team assignments.
• Robust CRM Integrations
Sync seamlessly with Salesforce, HubSpot, Clio, Lawmatics, and more—bi-directionally. Update contact data once and have changes reflected everywhere.
• Real-Time Reporting & Analytics
Track conversion rates, response times, salesperson performance, and ROI on the fly. Custom dashboards and scheduled reports keep you informed without lifting a finger.
• Enhanced Team Collaboration
Assign tasks, tag colleagues, comment on records, and escalate high-value leads. Everyone stays in the loop, reducing overlap and boosting accountability.
• Lead Scoring & Qualification
Prioritize prospects automatically using point-based scoring rules. Focus your team’s efforts on high-intent leads most likely to convert.
• Secure, Cloud-Based Platform
Built on AWS with SOC 2 compliance, bank-grade encryption, and role-based permissions to protect sensitive client data.
• Mobile Access & Notifications
Stay connected on the go with iOS and Android apps. Instant push notifications alert you to new leads and task deadlines wherever you are.
• ROI-Driven Automation
Use built-in calculators and A/B test templates to optimize your intake process, measure campaign effectiveness, and lower your cost per acquisition.
• Highly Scalable
From solo practitioners to enterprise firms, LeadDocket grows with you—supporting unlimited users, multiple offices, and international teams.
• Dedicated Onboarding & Support
Our in-house Customer Success team provides personalized setup, training webinars, and 24/5 support to ensure you hit the ground running.
Q. Who are the typical users of Lead Docket?
Lead Docket has the following typical customers:
Large Enterprises, Mid Size Business, Small Business
Q. What languages does Lead Docket support?
Lead Docket supports the following languages:
English
Q. Does Lead Docket offer an API?
Yes, Lead Docket has an API available for use.
Q. What other apps does Lead Docket integrate with?
Lead Docket integrates with the following applications:
Filevine, CallRail, CTM, Microsoft Azure, Zapier, TrialWorks, Docusign, SmartAdvocate, WordPress, Neos, SendGrid, Clio, Mailchimp, Twilio
Q. What level of support does Lead Docket offer?
Lead Docket offers the following support options:
Knowledge Base, Phone Support, Email/Help Desk, FAQs/Forum