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.

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How to Work with Us

Intake Audit for Law Firms

Discovery & Assessment

Dive deep into your firm's marketing and intake operations during our collaborative discussion.

Intake Trial Audits by Legal Intake Pros

Intake Trial Audit

Assess your firm's intake operations with a comprehensive audit and competitive analysis.

Tailored Solutions by Legal Intake Pros

Tailored Solutions

Personalized intake optimization plan for your firm's success.

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