The Lead Docket Book
A Practical Guide to Boosting Intake Conversions
and Better Tracking Your Marketing Efforts
By Ivan Rodrigues
Are you really making the most of Lead Docket? Whether you’re a seasoned user or brand new to the platform, this in-depth guide will teach you everything you need to know to get the very best results from Lead Docket.
In this book, you’ll learn strategies and step-by-step instructions on how to:
Set up Lead Docket from scratch and customize it for your firm’s unique needs, including intake questions, status updates, templates, case types, and beyond
Track and measure your marketing efforts with Lead Docket’s robust reporting capabilities so you can make data-informed decisions
Automate repetitive tasks and leverage AI to save time and reduce bottlenecks
Manage your intake process more effectively by standardizing processes, assigning tasks, and monitoring performance
Learn from case studies of real firms using Lead Docket and discover proven strategies you can adapt for your own
About the author
Ivan Rodrigues is a legal marketing consultant and Lead Docket expert with over a decade in marketing and advertising. After starting his career on Hollywood film sets, he moved into the legal sector as Marketing and Intake Director for a high-volume law firm. Now at Vineskills, he helps firms of all sizes optimize operations and drive growth, with a focus on turning data into actionable business intelligence.
Video resources from the book
Below is a list of companion videos and tutorials from the book, referenced throughout the chapters with QR codes.
Lead Docket’s Chase Process
Ivan explains how the chase process in Lead Docket is designed, including how the default settings work, and how you can customize it for your needs.
Status Required Fields in Lead Docket
Ivan shows how to use and set up a feature in Lead Docket called Status Required Fields. It's a very useful tool to ensure data integrity and that no fields are accidentally missed.
Using Message Snippets
Ivan explains how to configure and use one of the most useful tools in Lead Docket that is frequently underused: Message Snippets, which allow you to set up preset communications to clients based on templates.
Importing Expenses into Lead Docket
Using expenses in Lead Docket allows you to fully leverage the power of the ROI calculations and reporting, so you can maximize your spend. Ivan explores how to import expenses into Lead Docket via spreadsheet.
Using the Referral Dashboard
Learn how to refer out a firm, control the information shared with the client, and keep track of the referral's status in Lead Docket, as well as how to send messages and share files with the referred firm and pull reports for each one.
Lead Docket Payments
Ivan shows off the new Lead Docket Payments feature, including how to configure it and some potential use cases to consider. Note that you'll need to have Filevine Payments set up in order to use this feature.
3 Reports You Should Know in Lead Docket
How well do you know your way around reports in Lead Docket? Ivan explores a few of the most helpful reports in Lead Docket that you should know about.
Overview of the New Leads Report
Ivan shows off the new Leads Report feature in Lead Docket. He offers a step-by-step guide on how to customize your reports, filter leads based on specific criteria, and save your configurations for future use.
Webinar: Making the Most of Lead Docket
This webinar explored how your firm can maximize the use of Lead Docket and leverage it to its full potential. We went over Lead Docket's most underutilized features, tips and tricks you may not have thought of, how to read critical reports, as well as a "show and tell" with special guest Joseph Fantini from Rosen Injury Lawyers.
“This book is an essential guide for getting the most out of Lead Docket. Whether you're just getting started or already using Lead Docket, I believe the principles in these pages will help your firm make smarter decisions, streamline your intake process, and capture the full value of every opportunity.”
Eric Coffman, Founder and Creator, Lead Docket
More Lead Docket resources from Vineskills
Explore our video library of expert tutorials and follow-along demos, from replays of our monthly Lead Docket Free Help sessions to updates on new features, and more.