Lead Docket Implementation
From setup to automation, integrations, and workflows, we handle it all to match your unique needs.
Done-for-You Solutions
Our solutions/benefits
Lead Docket Custom Implementation
Whether you're a newcomer or a seasoned user, we're here to empower you at every step of your Lead Docket journey to leverage it to its fullest potential.
Data Driven Reporting
Tailor your Lead Docket system to meet the unique needs of your law firm. Measure lead engagement and intake outcomes, and evaluate reports without sifting through complex spreadsheets.
Tailored Follow-Up Workflows
Employ proactive follow-up strategies, customized tasks, and workflows for every stage of potential new cases, ensuring comprehensive and efficient case management from start to finish.
Empowered Teams with Advanced Intake Questionnaires
We develop intake screening systems designed to qualify and prioritize high-value cases effectively.
Automated Client Sign-Up Simplified
Eradicate sign-up process inefficiencies to remove the friction for both clients and team members.
Efficient Referral Network Management
Optimize your referral network management by implementing streamlined processes that facilitate effective communication and collaboration with referral firms.
Seamless Case Management Integrations
Our proficient team of Filevine experts ensures seamless data integration between Lead Docket and Filevine, enabling smooth data flow and enhanced collaboration.
Leverage your intake management system and empower your intake teams.
We take the reins, managing the technical and developmental aspects of your intake processes, allowing you to focus more on your qualified and retained clients.
Trusted By
Yani helped us clean up our internal processes and procedures and we are now capturing a much higher percentage of our leads than we previously. She has helped us establish the processes and infrastructure needed to be able to take on more volume.
We’ve seen significant increases in our signed cases and the Firm is now accurately tracking critical KPIs through the intake systems Yani implemented.
Our law firm has experienced growth through her management of our digital and traditional marketing venues, our public relations, our charitable work, and the expansion of our law firm’s brand awareness. Yani is a creative, “get it done person.” She did more than asked and took great pride in the Firm’s success.
I highly recommend Legal Intake Pros. They are very professional and know how to get the job done in an efficient manner. Yani played a major role in the development of our intake team.
I can't recommend Yani enough. Her intelligence, experience, and skills were very valuable to me and my law firm. It would be a mistake if you are not utilizing her and her company.
Yani's energy and creativity were infectious and excited our other employees to excel as well. She helped our employees buy into the vision.
Yani and her team are top notch. You can't go wrong hiring them.
Yani has an extraordinary capacity for project management, detail management, and the employment of technology in service of both. Highly recommend her and any service she is offering to the legal community.
An incredible spirit with the gift of identifying opportunities, implementing processes, and having a direct impact on a company's growth is unparalleled.
Having collaborated on a number of projects together, Yani has a depth of knowledge and expertise that she brings to the work that makes her stand out amongst the rest. If you are looking for someone to think outside of the box.
How to Work with Us
