# Page 3 | Lead Docket Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 3 - Is Lead Docket the right Lead Capture solution for you? Explore 62 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/176004/LeadDocket/reviews

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Lead Docket

4.9 (62)

[View alternatives](https://www.capterra.com/p/176004/LeadDocket/alternatives/)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Page 3 - Reviews of Lead Docket

## Showing most helpful reviews

Showing 51-62 of 62 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

MR

Matias R.  
Intakes Specialist  
Law Practice  
Used the software for: 1-2 years

### "Easy to use Tool: Lead Docket"

March 23, 2024

5.0

Great tool to maintain communication with the potential client database.

Pros

Lead Docket is easy to use/learn as well as update when needed.

Cons

Additional entries need to be 'updated' by clicking the update button or the new data will no be saved.

Review Source

KL

Kaylee L.  
Intake Specialist  
Law Practice  
Used the software for: 1-2 years

### "Lead Docket"

February 22, 2024

3.0

Pros

I love the layout and the ease of use when it comes to adding contacts.

Cons

I don't like that I can't save large documents in Lead Docket.

Review Source

LK

LAUREN K.  
IT  
Law Practice  
Used the software for: 1-2 years

### "Took a while to get up and running"

July 20, 2021

4.0

Very nice team, but we did not have good training at the beginning so we didn't understand how to use it to it's full compacity for a long time.

Pros

It is nice to have one place to track all the leads and see where you are getting the most revenue.

Cons

It does not push over to Filevine as good as they promised us it will. A lot of information will not push over no matter how many times we try to "link" it.

Review Source

MD

Monica D.  
Receptionist  
Law Practice  
Used the software for: 1-2 years

### "Easy to use!"

February 28, 2024

5.0

Pros

I like the simplicity of Lead Docket and how easy it is to navigate.

Cons

Wish that the system could link with outlook to send reminders to staff to follow up with the lead.

Review Source

RS

Ruben S.  
Intake specialist  
Law Practice  
Used the software for: 6-12 months

### "Wish we were introduced to Lead Docket sooner"

July 21, 2021

5.0

Definitely an improvement compared to what we were last using.

Pros

I truly enjoy how simple it is to use. One it's biggest selling point is that I don't have to have multiple pages/apps up. All of our leads from multiple lead sources get sent directly to Lead Docket.

Cons

I honestly don't think that there are any.

Review Source

AA

Angela A.  
Intake Coordinator  
Law Practice  
Used the software for: 6-12 months

### "Initial Product Review"

November 28, 2021

4.0

Greater efficiency tracking and processing leads

Pros

Flexibility in capturing lead information, ability to integrate with other firm applications like Filevine

Cons

Desperately needs spellcheck and undo. Once you hit a wrong key or accidentally delete, there is no way to undo it, very problematic. No consistent contact from Lead Docket reps, needs improvement.

Reason for choosing Lead Docket

Not my call.

Review Source

MJM

Mary Jane M.  
Paralegal  
Law Practice  
Used the software for: 1-2 years

### "Very helpful"

June 17, 2022

5.0

Pros

Product is easy to use. Helpful with contact information and location of clients.

Cons

I do not think there are any dislikes at this point. I am just a User.

Review Source

ET

Emily T.  
Intake Supervisor  
Legal Services  
Used the software for: 2+ years

### "Exceptional Software"

April 12, 2021

5.0

Pros

Lead Docket is user friendly and exactly the intake software we needed! The support team is also very responsive and helpful!

Cons

I cannot think of any cons about this software.

Review Source

JG

Jonathan G.  
President  
Law Practice  
Used the software for: 6-12 months

### "good stuff"

April 15, 2021

4.0

good

Pros

easy to chase potential clients via text

Cons

no automated follow up. I'd like a drip campaign.

Alternatives considered

[Lawmatics](https://www.capterra.com/p/177717/Lawmatics/)

Reason for choosing Lead Docket

integration with filevine

Review Source

HE

Harris E.  
Attorney  
Law Practice  
Used the software for: 1-2 years

### "Good Product"

April 15, 2021

4.0

Setup was fairly easy. System is easy to use and helps us track information we weren’t tracking before.

Pros

It’s easy to use, setup was fairly easy.

Cons

Reporting takes some time to figure out.

Review Source

DB

David B.  
Co-Managing Parnter  
Legal Services  
Used the software for: Less than 6 months

### "Great Product"

February 17, 2022

5.0

very satisfied

Pros

Very happy with the ease of use. Integrates perfectly with Call Rail for lead tracking.

Cons

I wish the financial data could be more segmented into cost per lead for different contact sources.

Review Source

AP

Ashley P.  
Pre Litigation Paralegal  
Legal Services  
Used the software for: Less than 6 months

### "My review of Lead Docket"

July 20, 2021

5.0

Pros

User-friendly. It’s easy to use, setup was easy.

Cons

You cannot customize it easily. Tasks are very difficult to change.

Review Source

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