Lead Docket Reviews & Product Details

Automated contact with leads is helpful. Easy to use, integrates with other programs. Review collected by and hosted on G2.com.

Nothing, it's a good program. Nothing I dislike. Review collected by and hosted on G2.com.

-Easy to use

-Time saver

-Easy to make calls

-Pairs well with the Ring App

-Easy to use every day Review collected by and hosted on G2.com.

I think maybe its ability to identify duplicate files.. We get duplicate files often which can be confusing or frustrating sometimes. Review collected by and hosted on G2.com.

I love the automated features from Lead Docket. I like that it is customizable. I like that it's integrated with vinesign and Filevine. Review collected by and hosted on G2.com.

I do not care for the fact that I can't see the referral portal and only the attorneys I refer out to have access that feature needs to be changed. Yes, we can create reports but it would be easier to see all referrals sent out in one portal. Review collected by and hosted on G2.com.

file organization and easy to communicate about the file within the organization and with client and external counsel Review collected by and hosted on G2.com.

notifications can be off at times, seems to automatically default to the entire firm and not just the team members working on it Review collected by and hosted on G2.com.

The best thing I liked was simply the concept of having all marketing channels tracked,being able to run financial reports and client communication automation Review collected by and hosted on G2.com.

The onboarding is awful, it's incredible difficult to customize to your firm, they will bill you full price for all your seats during onboarding which due to their tech supports ineptness can take upwards of 4 months! Review collected by and hosted on G2.com.

I like the accessibility and customization abilities. Review collected by and hosted on G2.com.

Needs a couple more add-ons. I feel like it needs a little more reporting abilities Review collected by and hosted on G2.com.

Not really a fan, in comparison to the Filevine Intake. Layout is decent overall. Review collected by and hosted on G2.com.

The integration process; doesn't always incorporate all the information. Hard to maneuver through; not entirely user friendly. Review collected by and hosted on G2.com.

Lead Docket Allows you to track your leads in real time efficiently. Very good for tracking leads. Review collected by and hosted on G2.com.

When lead docket is down, it does not allow you to track your leads in real time efficiently. Review collected by and hosted on G2.com.

What I like the most about Lead Docket is it's seamless interface and ease of implementation. I frequently used the program in my job and found all the features to be efficent. Review collected by and hosted on G2.com.

What I dislike the most about Lead Docket was the constant pop-ups and reminders of tasks that were not important at the time. Review collected by and hosted on G2.com.

I like the automations when chasing a lead. I also do appreciate the user friendliness. Review collected by and hosted on G2.com.

I dislike reporting. It could honestly be better. Review collected by and hosted on G2.com.