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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Get 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 Vineskills?
We take pride in helping clients not only just set up and use Lead Docket, but tangibly improve their lead conversions and marketing performance. We provide you with experience-backed insights into best practices and features that are 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.
Launch with Lead Docket
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.
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Small-midsize Lead Docket implementation
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 implementation
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 implementation
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 Dashboard
An optional business analytics tool allowing for more robust reporting on your intake performance, available only from Vineskills.
Join Lead Docket Free Help
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.
Linkedin Lead Docket-ers
Learn from your brilliant peers and exchange ideas on this Linkedin Group. The content goes way beyond standard implementation and user training and is ideal for businesses wanting to maximium their results with Lead Docket.
