In this replay of a live Free Help session, expert Olivia Killmer provided a comprehensive overview of Lead Docket, with a focus on automations. She demoed advanced features such as automation rules that help eliminate manual intake tasks, creating client-facing lead forms, managing user licenses, setting required fields to improve data integrity, and using referral dashboards. She also showed off some of the benefits of integrating Lead Docket with your Filevine, including automated project creation, phase mapping, and tracking marketing ROI through detailed reporting.