What Lead Docket does

Lead Docket is a cloud-based, AI-powered legal intake and lead management SaaS platform designed for law firms, with a primary focus on personal injury practices and a secondary presence in family law. The platform captures leads from online advertising, web forms, call tracking systems, live chat, and answering services; automates follow-up workflows via email and task triggers; and applies AI through its LeadsAI module to summarize lead details, analyze sentiment in client communications, generate intake timelines, and predict case success likelihood. It tracks marketing spend and ROI by source, manages referral fee workflows, and collects retainer and consultation payments through integrated online credit card and ACH processing.

The technology stack is built on Microsoft Azure cloud infrastructure, runs natively inside the Filevine case management ecosystem, and exposes access through the Filevine API. Lead Docket integrates with more than 100 third-party tools across call tracking (CallRail), marketing platforms (Google Ads, Facebook Lead Ads), live chat providers, legal answering services, CRM systems, and form builders. The platform is owned and operated by Filevine, Inc., a privately held Utah corporation, and the Filevine native integration functions as a flagship feature, automatically transferring signed-case data and synchronizing custom fields to create unified client records. The broader Filevine product family includes Vinesign electronic signature technology, which is protected by U.S. Patent No. 10,127,368.

Lead Docket operates on a custom quote-based annual subscription model sold through an enterprise sales motion, with prospective customers required to submit a "Get a Demo" form to receive tailored pricing based on firm size and feature requirements. Subscriptions auto-renew unless terminated with 30 days' notice, and licenses cannot be decreased mid-term. Customers span solo practitioners to large firms, with named case studies concentrated in personal injury; documented outcomes include a 49% increase in converted leads at Whitley Law Firm, $250K in annual advertising cost savings at Brauns Law, and a 60% improvement in case loss rate over two years at Brauns Law.

Name

Lead Docket

Legal name

Filevine, Inc.

Website

https://leaddocket.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

Lead Docket is an AI-powered legal intake and lead management SaaS platform for law firms, primarily serving personal injury practices. It captures leads, automates follow-ups, and tracks marketing ROI through its LeadsAI module and native Filevine case management integration.

Ownership category

akta.pro rank

Product category

Legal Practice Management Software

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Inbound Lead Qualification & Routing (MQL/SQL) (BPAAADAC)

akta.pro secondary industry

Lead Distribution, CRM/MarTech Integration & Sync (THAHAGAM)

Keywords

• Legal intake software
• Law firm lead management
• Case management integration
• Legal marketing analytics
• AI client acquisition

Headquarters

HQ city

Morgantown

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. SaaS Subscription: Lead Docket operates as a subscription-based SaaS product offered by Filevine, Inc. Pricing is custom/quote-based based on firm size and features required. Annual subscription terms with automatic renewal unless 30 days notice is provided. One license per authorized user; licenses cannot be decreased during term.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Lead Docket is a cloud-based, AI-powered legal intake and lead management platform for law firms that captures leads from web forms, paid ads, calls, chats, and answering services; automates follow-up emails and tasks; summarizes lead details and predicts case success via the LeadsAI module; tracks marketing spend and ROI by source; processes retainer, consultation, and referral fee payments; and natively syncs signed cases into Filevine case management to create unified client records.

Product overview

Lead Docket is an AI-powered legal intake platform developed by Filevine, Inc. The core product is Lead Docket itself, which serves as the central lead management system. Key modules include LeadsAI (AI summarization and sentiment analysis), Lead Tracking (capture and conversion tracking), Marketing Optimization (ROI tracking), Intake Forms (custom data collection), Workflow Automation (automated follow-ups), Payments (retainer and fee collection), Referral Tracking, and Reporting. Lead Docket integrates natively with Filevine for seamless data transfer when cases are signed, creating a unified workflow from lead capture through case management.

Differentiator

Problem solved

Functional benefit

Brands

• LeadsAI: AI-powered lead summarization and analysis feature within Lead Docket that automatically summarizes lead details, messages, and notes, analyzes sentiment in client communication, generates intake timelines, and predicts case success likelihood.

Products and services

• Lead Docket Cloud-based, AI-powered legal intake and lead management software for law firms that captures leads from multiple sources, automates follow-up communication, applies AI-driven prioritization, tracks marketing ROI, processes retainer and referral payments, and syncs signed cases into Filevine case management.

Quantifiable outcome

• 49% increase in converted leads
• +6 more outcomes

Named customers11 records

Segments3 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration223 records

AI capability4 records

Feature10 records

Partnerships

Six partnerships are on record, tiered core, major and infrastructure.

• FilevinecoreTechnology or IntegrationNative integration with Filevine case management. Data automatically transfers from Lead Docket to Filevine upon case signing, creating unified client records and eliminating double entry. Custom fields can be mapped between systems. This is a flagship co-selling relationship as both are products of Filevine, Inc.
• GooglemajorTechnology or IntegrationGoogle Ads integration allows law firms to track and attribute leads from Google advertising campaigns, measuring marketing ROI from paid search.
• CallRailmajorTechnology or IntegrationCallRail integration for call tracking and attribution, enabling law firms to track which calls convert to clients and attribute marketing spend accurately.
• Microsoft AzureinfrastructureTechnology or IntegrationCloud infrastructure provided by Microsoft Azure.
• Alert CommunicationsmajorTechnology or IntegrationLegal intake answering service integration capturing leads from phone calls.
• Smith.AImajorTechnology or IntegrationAI-powered virtual receptionist service for law firms, integrated for lead capture.

Scale indicators9 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Lawmatics: Lawmatics is a legal practice CRM and client intake platform built for law firms, offering lead capture, automated workflows, and marketing attribution — directly comparable to Lead Docket's core intake and lead management workflow for PI and other plaintiff firms.
• Clio: Clio offers Clio Grow, an intake and client onboarding module alongside Clio Manage practice management; it is the most-funded legal tech platform and competes for the same law firm intake budget that Lead Docket targets.
• Intaker: Intaker is a legal intake and lead conversion platform purpose-built for law firms; it overlaps directly with Lead Docket on lead capture, qualification, and case-handoff workflows for plaintiff practices.

Broad incumbents

• MyCase: MyCase is a legal practice management platform with intake/CRM features bundled in; as an established broader-suite player, it offers overlapping intake capability as part of a wider product portfolio rather than specializing only in lead routing.
• Smokeball: Smokeball provides legal practice management for small and mid-sized law firms, including client intake automation; it competes for the same firm-level software budget as Lead Docket but from a full-suite position.
• PracticePanther: PracticePanther offers law practice management software with lead and contact management features; comparable as an incumbent in the same buyer category (solo to mid-market law firms) with overlapping intake-adjacent functionality.
• CARET Legal: CARET Legal provides cloud-based legal practice management for law firms, including client intake, billing, and CRM-style features; it overlaps with Lead Docket at the front-end-of-the-funnel while serving a broader workflow.
• CosmoLex: CosmoLex combines legal practice management with built-in accounting and client intake workflows; it competes for the same mid-sized firm software stack where Lead Docket's intake and marketing-ROI features are positioned.

Emerging players

• Smith.ai: Smith.ai provides AI-powered virtual receptionist and live-chat services for law firms that capture and qualify leads; it overlaps with Lead Docket at the lead-capture stage and integrates with it, making it both a partner and an adjacent emerging alternative.

Others

• Answering Legal: Answering Legal is a 24/7 legal answering service that captures and qualifies inbound leads for law firms; it is a Lead Docket integration partner and an adjacent service-based offering rather than direct software competition.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Lead Docket