Maximize Lead Docket

Make more 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 implement, customize, and train your team on Lead Docket.

Logo for Lead Docket with stylized text and a checkmark inside a circle.
Three people sitting at a table looking at a laptop, smiling, with a woman in a pink shirt on the left, a woman with curly hair in the middle, and a man with short dark hair on the right. The background features a wall with black and white profile head illustrations and a pink board.

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 native 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

Three electrical switches with square knobs on a black background.

Customizations

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

Line graph with an upward arrow next to a dollar sign, representing financial growth or increasing profits.

Improved answer rates for your leads

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

White line graph with an upward trend on a black background.

Dashboard reporting

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

Black background with a white outline of a thumbs-up hand gesture.

Send out customer satisfaction surveys

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

Black background with a white circular arrow icon in the center.

Better follow-up with referral firms

We created an easy-to-respond email that allows your referral parters

Diagram of a simple flowchart with three white squares connected by lines on a black background.

Deep expert 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.

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.

GET STARTED

Lead Docket launch plans

Essentials

$2500

Launch within 4 weeks

The best choice for smaller firms with 1–3 Lead Docket users, and a fairly straightforward intake workflow.

Custom configuration

  • System setup: branding, case types, offices, Filevine connection

  • Best-practice intake questions for your primary case type

  • Users and referral sources uploaded

  • SMS registration support

  • Standard message snippets added

  • Unlimited native integrations connected

  • Phase mapping configured

  • Up to 3 document templates coded

Training and post-launch support

  • Unlimited intake staff training for the duration of the launch

  • Post-launch check-in

  • Access to Lead Docket training video library

  • Free Help Wednesdays, forever

  • Option for ongoing optimization support

Plus

$3,750

Launch within 4 weeks

The best choice for growing firms with 4-10 Lead Docket users who want a tailored intake workflow and for firms using Filevine.


Custom configuration

Everything in Essentials, plus:

  • Custom intake questions designed for your firm’s qualification process

  • Custom fields and contact card questions built and mapped to Filevine

  • Marketing and contact source customization

  • Referral firms set up with workflow

  • Up to 10 document templates coded

  • Leads AI setup and configuration

  • Unlimited native integrations

  • Automation rules consultation (up to 3 basic rules scoped and implemented)

Training and post-launch support

Everything in Essentials, plus:

  • Additional unlimited intake staff training for 7 days post-launch*

  • Customized training resources provided

Custom

Starting at $5,000

Requires scoping

The best choice for larger firms with 10+ users, multiple case types or complex intake workflows requiring strategy and design.


Custom configuration

Everything in Plus, plus:

  • Full intake workflow design across multiple case types

  • Advanced automation rules (custom-scoped to your workflow)

  • Lead forms built and connected

  • Expenses spreadsheet import (if applicable)

  • Custom integration scoping (for tools requiring outside platforms like Zapier)

Training and post-launch support

Everything in Plus, plus:

  • Additional unlimited admin staff training

*Note: “Unlimited intake staff training” covers live Zoom sessions for your intake team on daily Lead Docket use — it includes processing leads, using templates, and navigating statuses. Admin/configuration training is covered in the included live sessions above.

Services are month-to-month engagements. At anytime a client may add on additional months of services by request.

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 native integrations

  • Proactive quarterly review/audit of leads and intake performance

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

  • New employee training

Let's Chat

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.