--- description: Review of Lead Docket Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Lead Docket | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [iPad CRM Software](/directory/433/ipad/software) > [Lead Docket](/software/266483/leaddocket) # Lead Docket Canonical: https://www.softwareadvice.co.nz/software/266483/leaddocket Page: 1 / 4\ Next: [Next page](https://www.softwareadvice.co.nz/software/266483/leaddocket?page=2) > Lead Docket is a cloud-based customer relationship management (CRM) solution that helps law firms to track leads. Key features include a real-time dashboard, contact management, task management and reporting. It enables users to search, sort and filter lead as needed. Users can track and store a lead's contact details, and leads can be filtered based on submission channel. Leads can be uploaded from internal and external sources. The solution allows users to create a lead database, as well as schedule appointments, meetings and phone calls. Users can also set callback reminders. Lead Docket’s reporting feature can be used to track cost per lead, lead volume, revenue and other key performance indicators. Other functionalities include referral management, custom intake scripts and call tracking. The solution offers integration with third-party applications such as Google, Microsoft Azure, SendGrid and MailChimp. Pricing is per user per month. Support is offered via email and over the phone. > > Verdict: Rated **4.9/5** by 62 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.9/5** | 62 Reviews | | Ease of Use | 4.8/5 | Based on overall reviews | | Customer Support | 4.6/5 | Based on overall reviews | | Value for Money | 4.7/5 | Based on overall reviews | | Features | 4.8/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Filevine - **Location**: Provo, US - **Founded**: 2014 ## Commercial Context - **Starting Price**: US$300.00 - **Pricing model**: Per Feature - **Pricing Details**: Lead Docket pricing starts at $300 per month. - **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: Canada, United States ## Features - API - Activity Dashboard - Activity Tracking - Alerts/Notifications - Batch Processing - CRM - Calendar/Reminder System - Campaign Management - Contact Database - Contact Management - Customer Database - Customisable Forms - Customisable Reports - Customizable Fields - Dashboard - Data Extraction - Data Import/Export - Data Visualisation - Forms Management - Interaction Tracking ## Integrations (14 total) - CTM - CallRail - Clio - Docusign - Filevine - Microsoft Azure - Neos - Prevail Case Management System - SendGrid - SmartAdvocate - TrialWorks - Twilio - WordPress - Zapier ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support ## Category - [iPad CRM Software](https://www.softwareadvice.co.nz/directory/433/ipad/software) ## Related Categories - [iPad CRM Software](https://www.softwareadvice.co.nz/directory/433/ipad/software) - [Contact Management Software](https://www.softwareadvice.co.nz/directory/434/contact-management/software) - [CRM Software for Startups](https://www.softwareadvice.co.nz/directory/3235/startup/software) - [Sales Tracking Software](https://www.softwareadvice.co.nz/directory/3590/sales-tracking/software) - [Account Management Software](https://www.softwareadvice.co.nz/directory/3606/account-management/software) ## Alternatives 1. [HubSpot CRM](https://www.softwareadvice.co.nz/software/1854/hubspot) — 4.5/5 (4491 reviews) 2. [Kylas Sales CRM](https://www.softwareadvice.co.nz/software/216694/kylas) — 4.8/5 (625 reviews) 3. [Salesforce Sales Cloud](https://www.softwareadvice.co.nz/software/2764/salesforce-sales-cloud) — 4.4/5 (18811 reviews) 4. [Zoho CRM](https://www.softwareadvice.co.nz/software/392464/zoho-crm) — 4.3/5 (7002 reviews) 5. [Bigin by Zoho CRM](https://www.softwareadvice.co.nz/software/392397/bigin-by-zoho-crm) — 4.7/5 (744 reviews) ## Reviews ### "Efficient Intake Management" — 5.0/5 > **JaLeeda** | *29 January 2025* | Legal Services | Recommendation rating: 10.0/10 > > **Pros**: What I like about Lead Docket is how it keeps our intake process organized, tracks leads effortlessly, and automates follow ups. It also integrates with our case management system, making client sign ups or referring cases out seamlessly. > > **Cons**: The reporting can be a bit limiting, and some integrations need a bit more work. I also think the customization options could be a bit more extensive. > > My overall experience with Lead Docket has been mostly positive. It keeps our intake process organized and simplifies lead tracking. The best part is data tracking for marketing purposes. ----- ### "Personal Injury Law Firm Intake Review" — 5.0/5 > **Courtney** | *2 December 2024* | Law Practice | Recommendation rating: 10.0/10 > > **Pros**: Our team loves the task and message automation. It streamlines our workflow to ensure no leads are overlooked. Lead Docket has also increased our marketing tracking. Being able to set up source rules based on click IDs and UTM parameters ensures that we know where our leads are coming from. > > **Cons**: If I could fix one thing about Lead Docket it would in-depth rules on custom fields. Having a field trigger based on more than one conditional logic would change the game. > > Lead Docket has been a game changer for our Personal Injury Intake Team. It is extremely user-friendly compared to some of the competitors. We wanted a software that we could train employees on quickly and efficiently. ----- ### "Lead Docket" — 3.0/5 > **Kaylee** | *22 February 2024* | Law Practice | Recommendation rating: 8.0/10 > > **Pros**: I love the layout and the ease of use when it comes to adding contacts. > > **Cons**: I don't like that I can't save large documents in Lead Docket. ----- ### "Lead Docket is fast, efficient and a joy to work with each day\!" — 5.0/5 > **Tracy** | *15 December 2024* | Law Practice | Recommendation rating: 10.0/10 > > **Pros**: The ease of use and being able to rapidly navigate thru intakes > > **Cons**: The lack of a report to show me all parties in a lead with added related contacts > > Very satisfied and happy with it, so much so I convinced my current employer to purchase it ----- ### "A+ for Lead Docket" — 5.0/5 > **Melissa** | *25 November 2024* | Legal Services | Recommendation rating: 10.0/10 > > **Pros**: I really enjoy how we are able to keep everything in the system. From texts, emails and even documents we send out to our clients. > > **Cons**: The only thing I would change about Lead Docket is the fact that there isn't an auto-update feature. > > Overall, my experience with lead docket has been extremely seamless and I would highly recommend it. ----- Page: 1 / 4\ Next: [Next page](https://www.softwareadvice.co.nz/software/266483/leaddocket?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/266483/leaddocket) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data