--- 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 - Mailchimp - Microsoft Azure - Neos - 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 Apps](https://www.softwareadvice.co.nz/directory/1491/mobile-crm/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) ## Alternatives 1. [HubSpot CRM](https://www.softwareadvice.co.nz/software/1854/hubspot) — 4.5/5 (4468 reviews) 2. [Kylas Sales CRM](https://www.softwareadvice.co.nz/software/216694/kylas) — 4.8/5 (607 reviews) 3. [Salesforce Sales Cloud](https://www.softwareadvice.co.nz/software/2764/salesforce-sales-cloud) — 4.4/5 (18790 reviews) 4. [Zoho CRM](https://www.softwareadvice.co.nz/software/392464/zoho-crm) — 4.3/5 (6982 reviews) 5. [Bigin by Zoho CRM](https://www.softwareadvice.co.nz/software/392397/bigin-by-zoho-crm) — 4.7/5 (738 reviews) ## Reviews ### "Lead Docket: A Powerful and Customizable Lead Management Solution" — 5.0/5 > **Alex** | *18 March 2025* | Legal Services | Recommendation rating: 7.0/10 > > **Pros**: Lead Docket has been a huge asset for managing leads for our firm. It has a user-friendly interface that is easy to navigate for our intake team. Our favorite feature is that it syncs with Filevine, our client file management software, ensuring that data integration between platforms is more organized for our case management process. In addition, Lead Docket is highly customizable, allowing firms to tailor fields, reports, and automation to fit their specific needs. The Intake Dshboard is a quick way to digest all incoming leads, their status, and who they're assigned to. It also generates task flows, helping our intake team stay on track with automated reminders and structured processes that improve productivity and follow-up efficiency. > > **Cons**: As with other legal software, it does take some time to get used to and isn't super intuitive. It is bare bones in its appearance, making it difficult to look at until you're used to using the software. > > Overall, our company has been very pleased with Lead Docket. We heavily rely on it for keeping our potential leads up to date, assigning them amongst our intake team, and merging the information into our client management software. ----- ### "Love Lead Docket" — 5.0/5 > **Ashlee** | *15 October 2024* | Legal Services | Recommendation rating: 10.0/10 > > **Pros**: Love the communication features to potential leads. Makes things quick and easy. > > **Cons**: Not all our network portals can synch over to our dashboard > > Very easy to use. lots of features and also synchs over contact information to our Case file system. ----- ### "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. ----- ### "A great tool" — 5.0/5 > **Micah** | *6 November 2024* | Insurance | Recommendation rating: 9.0/10 > > **Pros**: Al l of your communication is in one place. > > **Cons**: There is not a sales tracking feature to use to track sales from different sales members. > > This site is a great integration to collect and connect us with our clients and get them into our system. ----- ### "Intake Coordinator." — 4.0/5 > **Louie** | *15 October 2024* | Law Practice | Recommendation rating: 9.0/10 > > **Pros**: It can be customized for our specific needs. It also works well with File-vine and Vine-Sign. > > **Cons**: Not much to talk about here. We do need to automate other contact tasks. > > I have had a good experience working with Lead Docket. It has improved my production and automated some of my tasks. ----- 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