Lead Docket review

Lead Docket is the most focused intake tracker for firms that live on lead volume, especially personal injury practices. It captures leads automatically from web forms, call tracking numbers, web chat and answering services, then guides staff through custom intake scripts with qualifying case fields. LeadsAI summarizes key facts, analyzes sentiment, builds intake timelines and assigns a lead viability score so the team knows which cases to chase. Automated messages and recurring tasks keep follow-up consistent. On the reporting side, firms enter marketing spend and see revenue by source, conversion rates and wanted leads, while referral tracking chases referral fees and checks in with partners automatically. Payment links collect retainers, consultation fees and referral fees by card or ACH. Signed leads move natively into Filevine. The drawbacks are that pricing is quote only and the product makes the most sense for Filevine customers doing contingency work. General practice firms will find Clio Grow or Lawmatics broader.

Who it is for

Personal injury and other contingency firms that buy leads and run on Filevine.

Price

See vendor pricing (USD check pending).

US price check pending. See the vendor pricing page.

Key features

• Lead capture from web forms, call tracking numbers and answering services
• Custom intake scripts with qualifying case fields
• AI lead viability scores, summaries and intake timelines
• Marketing spend entry with revenue by marketing source
• Referral fee tracking and payment requests for retainers

Strengths and weaknesses

• Strength: Native data transfer into Filevine creates a single client record
• Strength: Automatic check-ins with referral partners
• Strength: Detailed lead reporting with granular data export
• Weakness: Custom quote only
• Weakness: Best fit for firms on Filevine
• Weakness: Focused on contingency intake rather than general practice

Key facts

• Owner: Filevine
• AI: LeadsAI with lead viability and summaries
• Payments: Card and ACH for retainers, consultation and referral fees

Where it ranks

Lead Docket is No. 8 in our Best CRM for Law Firms verdict.