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Lead Docket

Law Firm CRM & Intake Management System

4.8/5(156 reviews)

$300/month

✓ Free Trial

Overview

Lead Docket (now acquired by Filevine) is a specialized CRM and intake management system built specifically for personal injury law firms. Unlike generic CRMs, Lead Docket understands the unique needs of legal practices—from lead intake and case evaluation to marketing ROI tracking and client nurturing. The platform automates intake processes, tracks marketing sources with precision, and provides insights into which advertising channels generate the most valuable cases. With features like call tracking, intake forms, and comprehensive analytics, Lead Docket helps law firms optimize their marketing spend and convert more leads into clients.

Pros

Built specifically for personal injury law firms
Excellent marketing ROI tracking and attribution
Automated intake workflows reduce manual data entry
Call tracking and recording integrated
Comprehensive lead source analytics
Strong integration with legal case management systems
Helps identify which marketing channels work best
Good reporting on case values and conversion rates

Cons

Higher price point than general CRMs
Specifically designed for PI firms - not suitable for other industries
Learning curve for non-tech-savvy staff
Limited customization for firms with unique processes
Acquired by Filevine - future roadmap may change

Key Features

Intake Automation

Automated intake workflows capture lead information from web forms, phone calls, and referrals. Route leads to the right attorney and track every touchpoint from first contact to case signing.

Marketing Source Tracking

Track every marketing dollar with precision. See which advertising sources, campaigns, and keywords generate leads, signed cases, and revenue. Calculate true ROI for every marketing channel.

Call Tracking & Recording

Built-in call tracking captures all inbound calls, records conversations (where legally permitted), and automatically logs them to the relevant lead record for quality assurance and training.

Lead Scoring & Qualification

Automatically score leads based on case type, injury severity, and other factors. Prioritize high-value opportunities and route them to experienced attorneys for immediate attention.

Integration with Case Management

Seamlessly hand off signed cases to your legal practice management system (Filevine, Litify, CASEpeer, etc.). Eliminate duplicate data entry and maintain continuity throughout the client journey.

Analytics & Reporting

Comprehensive dashboards show lead volume, conversion rates, cost per lead, cost per case, and revenue by marketing source. Make data-driven decisions about marketing spend.

Our Verdict

Lead Docket is the best CRM choice for personal injury law firms serious about measuring and optimizing their marketing performance. While more expensive than generic CRMs, the legal-specific features, marketing attribution capabilities, and intake automation deliver substantial ROI by helping firms identify their best lead sources and convert more inquiries into paying clients. The Filevine acquisition may bring even deeper integration benefits.

Last updated: October 2025

Pricing Details

$300/month

Starting price

Lead Docket offers custom pricing based on firm size and needs, typically starting around $300/month for small firms. Pricing includes unlimited users, intake tracking, marketing analytics, and integration support. Contact for custom quote. Free demo and trial available.