Lead Docket Features

Provides analytics tools that reveal important case specific performance metrics and track progress.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Provides a cloud based version of the platform.

Is accessible from a mobile device and by users on the go.

Manages law firm contacts and client information.

Store, manage and track all forms in a centralized location

Ability to record, store, update, and retrieve information

Create, manage and track all task activities and progression

Search and check for conflicts of interest or statutes of limitations

Create, design and manage workflows for repetitive tasks

Track and manage adherence to policies for any service, product, process, or supplier

Manage and track all internal and external communication conducted via calls, email, text, or chat

Manage, store and organize emails within the system or via third-party apps

Track, store, and access client contracts or licenses

Setting up the amount/charge for per hour of work by a company or professional

Track and manage schedules and meetings via an integrated calendar

Systematic approach to handling legal cases, matters, or projects within a law firm or legal department

Stores and manages case related documents.

Integrates with calendar applications to ensure case dates are always visible.

Automate custom workflows specific to the users' law firm.

Specify or track the date/time a project, task, etc., is due for completion

Manage various aspects of appointments including booking, rescheduling, canceling

Tracks billable hours and time spent on specific tasks.

Allows clients to pay bills within the solution, typically via a portal.

Bills clients via email or a client portal.

Track and document all activities across devices, networks, and other systems

Monitor and record expenses such as purchases or charges incurred

Track the list of items required to be billed/invoiced to clients

Track delivered, received, and opened emails

Track the status and progress of tasks

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Set up connections to third-party platforms to improve business processes

Create, manage, and send invoices or bills to customers

Automated or logic-based workflows that assist in the creation of electronic documents

Alter the layout and content of reports

Digitally sign online documents

Use AI to generate content in the form of text, images, videos, etc.

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Manage bookkeeping for client trust accounts

Private online space that lets businesses securely share documents and provide information access to clients

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Import and export data to and from software applications

Define levels of authorization for access to specific files or systems

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Specifically designed to address the needs of law firms and legal departments

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Access and track notes regarding case activities and updates within case files

Search for specific words or phrases within a document or database

Timed notification for any upcoming task, deadline, appointment, or activity

Application programming interface that allows for integration with other systems/databases

Pre-designed layouts that can be customized to match preferences and requirements

Uses AI to condense large amounts of text, audio, or video data into a coherent form

Custom forms to streamline repetitious aspects of a document

Search libraries and court databases of opinions and legal decisions related to adjudicated cases and precedents

The use of AI to automate the process of reviewing, identifying and marking changes in contracts

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Customize data fields to support various needs and use cases

Provides a channel for team members to share media files, communicate, and work together

Securely stores data to prevent data loss or breaches

Search and filter data across systems to locate required information by entering keywords or certain criteria

Access software remotely via mobile devices

Create backups and provide methods to recover deleted/lost data

Accept, record, and reconcile financial transactions

Customize contracts and forms to collect specific information