Generated from real user reviews
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Verified User
Mid-Market (51-1000 emp.)
4.5/5
"Lead Docket is a user friendly platform"
What do you like about Lead Docket?
Lead Docket is easy to use, and I can add or change questions as needed. It is also easy to use to integrate with other vendors or other systems that
Verified User
Mid-Market (51-1000 emp.)
5.0/5
"User-Friendly Dashboard Keeps Everything on Track"
What do you like about Lead Docket?
Very user friendly and the dashboard helps keep everything on your radar and less leads slipping through the cracks.
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Ryan S.
Small-Business (50 or fewer emp.)
5.0/5
"good product"
What do you like about Lead Docket?
Automated contact with leads is helpful. Easy to use, integrates with other programs.
Jael G.
Small-Business (50 or fewer emp.)
4.5/5
"Super customizable!"
What do you like about Lead Docket?
LeadDocket isn't exactly tailored to the field of law that our firm practices, but the customization that it allows made it a great tool for our offic
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Gerardo V.
Small-Business (50 or fewer emp.)
5.0/5
"Following up is never been so easy."
What do you like about Lead Docket?
Reminders are helpful, and chasing lead features is an easy way to get signs from clients in doubt.
Verified User
Small-Business (50 or fewer emp.)
3.5/5
"Good legal file organization program you can build on"
What do you like about Lead Docket?
file organization and easy to communicate about the file within the organization and with client and external counsel
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Nichole U.
Mid-Market (51-1000 emp.)
5.0/5
"Excellent Product"
What do you like about Lead Docket?
I like how easy it is to use and to navigate. It is in real-time so messages received are instant. The notification system keeps you on top of your le
Danielle G.
Mid-Market (51-1000 emp.)
4.0/5
"Lead docket"
What do you like about Lead Docket?
That it is user friendly and simple to use
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Jael G.
Small-Business (50 or fewer emp.)
4.5/5
"Super customizable!"
What do you dislike about Lead Docket?
Incoming messages are received by all users, and there is no feature to filter out messages sent to other users, which makes it a lot harder to respon
Verified User
Small-Business (50 or fewer emp.)
3.5/5
"Good legal file organization program you can build on"
What do you dislike about Lead Docket?
notifications can be off at times, seems to automatically default to the entire firm and not just the team members working on it
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Verified User
Mid-Market (51-1000 emp.)
4.5/5
"Lead Docket is a user friendly platform"
What do you dislike about Lead Docket?
They had changed the reporting, and none of the reports I had saved will carry over to the new format. I had to redo them all which was a bit frustrat
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Jael G.
Small-Business (50 or fewer emp.)
4.5/5
"Super customizable!"
What do you dislike about Lead Docket?
Incoming messages are received by all users, and there is no feature to filter out messages sent to other users, which makes it a lot harder to respon
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 efficient. 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.
