Maximize Lead Docket

Make the most of your marketing budget, track leads and conversions, and improve your intake management process with a highly customizable platform that syncs seamlessly with Filevine. We can help implement, customize, and train your team on Lead Docket.

Boost intake & marketing performance

  • Streamline intake

    Set up custom intake forms to efficiently gather lead contact data and relevant information, and speed up the entire intake process.

  • Automate follow-ups

    Automate critical tasks and processes to ensure that every lead is tracked and followed up with — without any manual work.

  • Optimize marketing spend and conversions

    See exactly where your leads are coming from and measure revenue sources to track the costs per case and ensure great ROI on your marketing spend.

  • Seamless integrations with Filevine and more

    No matter your software ecosystem, Lead Docket integrates with the tools your team already knows and loves. Best of all, it syncs directly with Filevine.

Get expert Lead Docket help with Vineskills

  • Customizations

    Take your Lead Docket to the next level with customized lead statuses, reports, and more.

  • Dashboard reporting

    Measure lead activity and intake results, and track campaign efficacy — without needing to wade through spreadsheets.

  • Better follow-up with referral firms

    We created an easy-to-respond-email that allows your referral partners to update you by simply clicking a button.

  • Improved answer-rate for your leads

    Get leads to answer your calls by using a custom message that sends them a contact card.

  • Customer satisfaction surveys

    If you use Filevine you can get customer satisfaction ratings using Lead Docket and put them right back into FV.

  • Deep Filevine integrations

    Our team of Filevine experts can ensure that data is flowing seamlessly between Lead Docket and Filevine.

Why work with Vineskills?

We take pride in helping clients not only set up and use Lead Docket but also tangibly improve their lead conversions and marketing performance. We provide you with experience-backed insights into best practices and features optimized for Lead Docket. We can work with you on one-time projects or as an ongoing partner — our contracts are month-to-month, with no long-term commitment needed.

Implement Lead Docket with excellence and unlimited training by a team that cares about the details. We can get your team live quickly and affordably with launch plans that fit different sized organizations.

Launch with Lead Docket

  • Small-midsize Lead Docket launch pricing

    1 - 3 Lead Docket users ($1,875)

    • Up to 3 integrations

    • Unlimited training (the secret to any successful intake platform implementation)

    • Best practices intake questions

    • Post-launch check-in

    • Customized training resources available

    • Option for ongoing support

  • Mid-market Lead Docket launch pricing

    4 - 9 Lead Docket users ($2,500)

    • Under 10 Lead Docket users

    • Unlimited integrations

    • Unlimited training (the secret to any successful intake platform implementation)

    • Post-launch check-in

    • Customized training resources available

    • Option for ongoing support

  • Enterprise Lead Docket launch pricing

    10+ Lead Docket users (custom pricing)

    • Ideal for large or site license companies

    • Unlimited integrations

    • Unlimited training (the secret to any successful intake platform implementation)

    • Post-launch check-in

    • Customized training resources available

    • Option for ongoing support

Post-launch support and optimization

Ongoing updates and support to maximize results available after Lead Docket is implemented. Designed to help firms that are growing with significant monthly marketing spend. Our optimization plans are flexible with a month-to-month agreement, with no long-term contracts.

  • Ideal for firms with lots of integrations that need more support

  • On-call for any Lead Docket or intake support questions

  • Monthly scheduled check-in calls and ad-hoc work sessions as needed

  • Adding new campaigns and integrations

  • Proactive quarterly review/audit of leads and intake performance

  • Training videos are provided as we update new features or workflows

  • New employee training

Lead Docket migration plans

Spreadsheet import

$1250

Ideal for small to mid-size firms looking to get core contact and lead information loaded into Lead Docket. Available for all launch plans.

  • If you can convert your data to this format, you're a good candidate for a spreadsheet migration — just click here for the preferred format. 

  • You select the data you want to be migrated, and we’ll provide a spreadsheet template for you to enter the data.

  • Spreadsheet imports do not include documents or emails/texts.

  • Documents must be manually added to Lead Docket via drag-and-drop or the upload button. 

Please note that hourly support is available to assist in formatting your data into the import spreadsheets if needed.

Customization of additional practice areas may require a larger plan.

Spreadsheet import plus

$2500 - $5000

Suitable for mid-to-large firms importing a higher quantity of leads and data. Available for all launch plans.

  • Provide CSVs or spreadsheets of your data that you want to be imported:

    • Leads

    • Contacts

    • Expenses

    • Settlements and Fees

  • We will meet with you to review mapping, help with formatting your data into the import spreadsheets, and provide appropriate guidance on historical data and active leads before launch. 

  • Spreadsheet imports do not include documents or emails/texts. 

  • Documents must be manually added to Lead Docket via drag-and-drop or the upload button.

Custom migration

Starting at $7500 (scoping required)

For enterprise firms with more custom needs. We’ll meet with you to discuss the potential options for a more in-depth migration of your data. 

This is a great option for firms that need migration of:

  • Contact and lead data

  • Expenses, settlements, and fees

  • Historic emails

  • Texts

  • Notes

We're of course happy to discuss and scope out any specific document requirements.

Optional Lead Docket add-ons:

Lead Docket automations

  • If added post-launch, pricing starts at $750.

LeadsAI

  • If added post-launch, pricing starts at $750.

Lead Docket’s new Leads Report is here!

It’s time to make the switch

Lead Docket has introduced a new and improved Leads Report tool, and the previous version is being phased out. All firms will need to transition their Scheduled Reports to this updated version. You can choose to

We recommend starting with our step-by-step video guide, which will walk you through recreating your reports using the new tool. For many firms, this is a fast and straightforward DIY solution.

The DIY approach: here’s how to do it for free!

Report transition service ($750)

We also know that some teams prefer to have someone else handle the details. That’s why we’re offering a hands-on report transition service. If you’d rather not spend time rebuilding and verifying your Scheduled Reports, we’ll do it for you—quickly, accurately, and with zero disruption. You can take the self-serve route, or let us take it off your plate—it’s your call.

What’s included

Our report transition service includes:

  • Recreating your existing Scheduled Reports in the new system

  • Matching your filters, delivery schedules, and recipients

  • Verifying accuracy and successful delivery

Please fill out the form, and someone from our team will get back to you shortly.

On the first Wednesday of every month, we host a Lead Docket Free Help event over Zoom. Each live interactive session covers a different topic, with our experts offering best practices, hands-on advice, and answering your questions.

Join Lead Docket Free Help