Lead Docket: From First Inquiry to Filevine Project
Lead Docket is the intake and lead management system in the Filevine family. It takes every inquiry a law firm receives, from a website form, a chat tool, an answering service or a phone call, and carries it through intake until the client signs. Then it hands the signed client to Filevine as a new project. Here is the big picture, in a short overview recorded in our own demo account.
What Lead Docket does for a firm
- Every inquiry lands in one place. Website forms, chats, answering services and referral partners all feed the same queue, so nothing waits in an inbox.
- The intake team works from one screen. Each lead has an owner, a status and a clock, and the team sees what needs attention next.
- Follow-up happens on schedule. Tasks and messages go out as leads move through intake, so a lead that does not answer is not forgotten.
- The retainer goes out for e-signature straight from the lead.
- Signed clients become Filevine projects without retyping the intake.
What separates a good rollout from a frustrating one
Lead Docket is flexible, and that is where most firms get stuck. The decisions that matter most are the ones nobody sees on day one:
- how statuses are designed, because they drive every report and every automatic follow-up
- which questions intake asks for each practice area, and which of those answers must reach Filevine
- how website forms, chat and phone numbers are connected, and how spam is kept out of the numbers
- how Lead Docket is mapped to Filevine project types, roles and fields, so a signed case arrives complete
- who on the team owns the configuration after go-live
Get those right and the intake team trusts the system. Get them wrong and the firm ends up with a busy dashboard, reports nobody believes, and cases that arrive in Filevine half empty.
How Micronetbd helps
Micronetbd is a Filevine implementation partner. We set up Lead Docket end to end for law firms, connect the website and intake channels, map it to Filevine, train the intake team on the firm’s own process, and stay on as the named admin afterwards through our managed services. Our team works from a 22 module internal training library covering every part of Lead Docket, and we use it with the firms we support.
FAQ
What is Lead Docket? The intake and lead management system in the Filevine family, built to take a law firm’s inquiries from first contact to a signed client and a Filevine project.
Does Lead Docket work with Filevine? Yes. Signed clients move to Filevine as new projects, with the intake details carried over when the mapping is set up well.
Can website forms send leads into Lead Docket? Yes. Website forms, chat tools and answering services can all feed Lead Docket directly.
Who should set it up? Someone who knows both Lead Docket and Filevine, because most of the value sits in how the two are designed together. If you want help, talk to our team.
Micronetbd is a Filevine implementation partner based in Hamilton, NJ. If you want help setting up or running Lead Docket and Filevine at your firm, talk to our team.
Independent educational content produced by Micronetbd. Filevine, Lead Docket and Vinesign are trademarks of their respective owner(s).
