The Lead Docket Book
A Practical Guide to Boosting Intake Conversations
and Better Tracking Your Marketing Efforts
By Ivan Roderigues
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.
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“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
