Lead Docket Pricing
Dash
$1,500
Great for firms who are looking to get up and running quickly.
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One practice area
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Build intake questionnaire
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Add all referral and marketing sources to help you track which sources are impacting your bottom line
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Setup integrations with lead generation services and online forms to collect all of your leads in one location
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Walkthrough of lead statuses, automated tasks and messages
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Add all users and assign appropriate permissions and roles
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Unlimited access to training resources
*Additional Filevine Template / $1,000
Standard
$3,000
Customize your entire Lead Docket environment to your needs.
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One practice area
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Build intake questionnaire
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Add all referral and marketing sources to help you track which sources are impacting your bottom line
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Setup integrations with lead generation services and online forms to collect all of your leads in one location
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Customize automated tasks and messages
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Customize lead statuses to fit your workflow
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Create a digital form that allows your potential clients to add information directly to Lead Docket
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Setup document templates used during the intake process
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Add all users and assign appropriate permissions and roles
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Unlimited access to training resources
*Additional Filevine Template / $1,000
Plus
$ Custom Quote
10+ Lead Docket users
Please contact our team to receive a custom quote.
Managed Services
$1,000+ / month
Need help managing LeadDocket? Allow our team of LeadDocket experts to help! Our Managed Services package is designed for companies needing ongoing LeadDocket support. Our LeadDocket experts will be on call for help with configuration, training, setup & more.