Marketing Optimization
Spend where it works
Lead Docket shows you exactly where your best leads are coming from, so you can put your budget behind what's driving cases.
Sign the Right Clients, Faster
Lead Docket automates your legal intake from first click to signed retainer. Route high-value leads instantly, automate follow-ups, and convert more callers into clients without expanding your headcount.
Lead Docket by Filevine helps you follow your client’s experience from first contact to conversion. Our client intake software helps generate client forms and speed up the intake process to focus more on your clients and less on your business.
Schedule a demoKey Features and Benefits
AI Solutions
Know which leads are worth your time
Lead Docket's AI reads your intake documents, answers questions about your leads, and helps your team prioritize the cases most likely to convert. Spend less time sorting, more time signing.
Legal Intake
Client intake, without the back-and-forth
Connect with leads in under 60 seconds. Whether a lead arrives via web form, live chat, or an after-hours call, Lead Docket fires off automated SMS and email follow-ups instantly.
AUTOMATION
Less manual work, more signed clients
Intake forms, e-signatures, follow-up emails, document collection: Lead Docket handles the repetitive work automatically. Your team can focus on converting leads, not chasing them.
One platform for every lead, from first contact to signed client
Payments
Get paid without the follow-up
Collect consultation fees or retainer deposits via credit card or ACH before the client hangs up. No invoices to chase, no delayed starts.
Lead Tracking
No lead left behind
Lead Docket tracks every lead, no matter where it came from. Your team always knows what comes next, and who’s handling it.
“Now if something happens, it doesn’t matter where in the world I am—I can pull up the file immediately. When I return, I can quickly see everything that happened while I was gone. That’s a pretty powerful thing to have”
David Teddy,
Trial Lawyer—Teddy, Meekins & Talbert
“I can look at Filevine and figure out how to get exactly the data I need. I can search for any field to get the reports I want.”
Ryan Sargent,
Founder—Sargent Law Firm
“We can meet with our clients anywhere. We connect to Filevine on our tablets, so I can be on the road, meet with my client, and have access to their entire file right there. I can assign tasks and take notes anywhere. It’s just so much more efficient.”
Sam Tabibian,
Century Park Law Group
Want to see Filevine in action?
Find out how we can help you from our team of legal work fanatics.
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