Law Practice, 11-50 employees
More than a year
“Perfect fit for law firms”
Pros
I very much love how easy the automated systems are to use and how simple it is to create custom solutions that fit our law firm's needs.
Cons
At times it become a little confusing for me to figure out who to contact for customer support.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
8
Functionality
10
Legal Services, 11-50 employees
Less than a year
“Makes managing intakes simple”
Pros
What I like about Lead Docket is how it keeps our intake process organized, tracks leads easily and automates follow ups. Also it integrates well with our case management system which makes client sign ups and referring cases out a simple task.
Cons
The reporting has some limitations and some of the integrations could use more work. I also think the customization options could be a bit more extensive.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
9
Functionality
9
Legal Services, 51-100 employees
Less than a year
“Big fan of it”
Pros
It is very easy to input information and immediately open the case. Way faster than having to re enter everything. The result of it is that it saves me a lot of time.
Cons
Some things do not stick and there isn't space for all the info, so we just end up putting it in the accident description.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Law Practice, 11-50 employees
Less than a year
“Helps us in so many ways”
Pros
Our team loves the task and message automation. It really helps streamline our workflow and ensures no leads get overlooked. It has also improved our marketing tracking. And with source rules set up based on click IDs and UTM parameters we can easily track where our leads are coming from.
Cons
If I could change one thing it would be adding more in depth rules for custom fields. As I feel like having a field trigger based on multiple conditional logics would be a game-changer.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Law Practice, 1-10 employees
More than a year
“Great tool we enjoy using every day”
Pros
I love the ease of use and how quickly I can navigate through intakes.
Cons
One thing I feel missing is that there is no report that shows all parties in a lead along with their added related contacts.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Legal Services, 11-50 employees
Less than 6 months
“Nothing but praise for it!”
Pros
Well I really like how we can keep everything in the system from texts and emails to the documents we send out to clients.
Cons
The only thing I would change about it is the lack of an auto update feature.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Insurance, 1-10 employees
Less than a year
“One of our favorites”
Pros
All of our communication is stored in one place which is perfect.
Cons
There is no sales tracking feature to keep track of sales from our different team members.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Law Practice, 51-100 employees
Less than 6 months
“Totally love using this tool”
Pros
It is user-friendly and the format is also really well organized. Overall it makes my job simple.
Cons
Well there are not many columns available for most things.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9