9/23/24

Lead Docket Training: Leads AI

In this video, Ivan explains the new feature Leads AI, available now in Lead Docket. It helps you summarise key elements of lead information and predict the likelihood of the lead generating a fee—all with very high accuracy. He shares some use cases we have seen and how to set up this feature.

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Implementing Leads AI: a step-by-step DIY guide

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Lead Docket Training: How to Check Your Opportunities