Lead Docket Pros and Cons

LeadDocket isn't exactly tailored to the field of law that our firm practices, but the customization that it allows made it a great tool for our office and automated several tasks that took away time from chasing leads and getting signatures. We were able to make the system almost unrecognizable in that we tailored every customizabel aspect to fit our exect needs. We use it all day every day and it has completely replaced our old system. Review collected by and hosted on G2.com.

Incoming messages are recieved by all users, and there is no feature to filter out messages sent to other users, which makes it a lot harder to respond to messages in a timely manner. Adding a feature that can filter notifications only to leads assigned to you, including any messages or tasks, would increase efficiency significantly. Review collected by and hosted on G2.com.

I have worked with different Legal management systems and have found ut that LD is the most user friendly I've worked with. Not only that, but it also provides an efficient work experiance. TOtally recommended. Review collected by and hosted on G2.com.

There are times that when multiple LD tabs are open, they are not updated real time as when it does if one was working with just the main one. Review collected by and hosted on G2.com.

The best thing about Lead Docket are the integrations. You can literally begin the conversation with potential lead and continue straight through to signing them as a client. The ease of use and implementation makes it easier to train new employees. Our office uses Lead Docket everyday. Customer Support and training recordings are a great tool as well. Review collected by and hosted on G2.com.

I wish that Lead Docket was integrated with Smokeball. Review collected by and hosted on G2.com.

Reminders are helpful, and chasing lead features is an easy way to get signs from clients in doubt. Review collected by and hosted on G2.com.

It would be good to be able to export the reports to an Excel spreadsheet. Review collected by and hosted on G2.com.

Everything is helpful. Reports: Keep tabs on every lead and marketing source. There is so much good that Lead Docket brings to the table that it would be too much to type. Review collected by and hosted on G2.com.

The downside of Lead Docket is that reporting numbers can vary. I would like it to be a bit more user-friendly and also more accurate because sometimes, depending on the reports, the numbers can vary. Review collected by and hosted on G2.com.

Automated contact with leads is helpful. Easy to use, integrates with other programs. Review collected by and hosted on G2.com.

Nothing, it's a good program. Nothing I dislike. Review collected by and hosted on G2.com.

-Easy to use

-Time saver

-Easy to make calls

-Pairs well with the Ring App

-Easy to use every day Review collected by and hosted on G2.com.

I think maybe its ability to identify duplicate files.. We get duplicate files often which can be confusing or frustrating sometimes. Review collected by and hosted on G2.com.

I love the automated features from Lead Docket. I like that it is customizable. I like that it's integrated with vinesign and Filevine. Review collected by and hosted on G2.com.

I do not care for the fact that I can't see the referral portal and only the attorneys I refer out to have access that feature needs to be changed. Yes, we can create reports but it would be easier to see all referrals sent out in one portal. Review collected by and hosted on G2.com.

file organization and easy to communicate about the file within the organization and with client and external counsel Review collected by and hosted on G2.com.

notifications can be off at times, seems to automatically default to the entire firm and not just the team members working on it Review collected by and hosted on G2.com.

The best thing I liked was simply the concept of having all marketing channels tracked,being able to run financial reports and client communication automation Review collected by and hosted on G2.com.

The onboarding is awful, it's incredible difficult to customize to your firm, they will bill you full price for all your seats during onboarding which due to their tech supports ineptness can take upwards of 4 months! Review collected by and hosted on G2.com.