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
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Streamline intake
Set up custom intake forms to efficiently gather lead contact data and relevant information, and speed up the entire intake process.
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Automate follow-ups
Automate critical tasks and processes to ensure that every lead is tracked and followed up with — without any manual work.
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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.
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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
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Customizations
Take your Lead Docket to the next level with customized lead statuses, reports, and more.
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Dashboard reporting
Measure lead activity and intake results, and track campaign efficacy — without needing to wade through spreadsheets.
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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.
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Improved answer-rate for your leads
Get leads to answer your calls by using a custom message that sends them a contact card.
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Customer satisfaction surveys
If you use Filevine you can get customer satisfaction ratings using Lead Docket and put them right back into FV.
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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
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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
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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
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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.