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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.

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Key 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

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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.

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