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Intake Management
Capture every lead. Qualify faster. Convert more cases.
Most PI firms lose 30–40% of their leads to slow follow-up and disorganized intake. Docket gives you one pipeline from first contact to signed contract, so no potential client falls through the cracks.
3x
Faster lead response time
40%
Higher conversion rate
0
Leads lost to slow follow-up
Every lead, one pipeline
See exactly where every lead stands
A color-coded, drag-and-drop pipeline shows every stage from brand-new inquiry to signed client. No more wondering which leads your team is working or which ones fell through the cracks.
Qualify in clicks, not calls
Stop spending attorney time on leads that won't convert
A guided intake workflow lets your team rate, categorize, and flag leads in a few clicks. By the time a lead reaches an attorney, the key signals are already documented.
Intake questions
Was there a police report filed? Yes
Was the other driver at fault? Yes
Do you have health insurance? Unsure
One-click contract sending
Qualified lead to signed client, without leaving Docket
The moment a lead qualifies, send a contract agreement for e-signature — choose a template, preview it, and it's on its way to the client's phone or email.
Send contract
Everything you get
All included in your Docket Manage subscription. No add-ons. No per-use fees.
Key capabilities
Instant Lead Capture
Leads from your website, ads, and referral partners flow directly into your pipeline. No copy-paste, no delays.
Qualification Scoring
Rate and categorize leads in seconds. Your intake team documents only the signals attorneys pre-qualify on.
E-Sign Integration
Send contract agreements directly from the lead card. Clients sign on their phone in under sixty seconds.
Source Attribution
Track every lead back to its source — ads, referrals, organic — so you know exactly where your best cases come from.
Team Routing
Automatically route new leads to the right intake specialist based on case type, language, or current workload.
Mobile Intake
Capture leads from anywhere. The mobile-optimized interface lets your team qualify and respond from their phone.
Frequently asked questions
How does Docket capture leads from my website?
Docket provides an embeddable web form. When a lead fills it out, name, contact info, case details, and source get pulled into your queue automatically — no manual entry.
Can I customize the qualification criteria?
Absolutely. You define your own pipeline stages, qualification criteria, and case categories, and the entire intake workflow adapts to match.
Does Docket integrate with my marketing tools?
Yes. Docket integrates with major ad and marketing platforms so every lead can be traced back to the campaign that generated it, and cost-per-signed-case is calculated automatically.
Can I migrate my existing leads from another tool?
Yes. Our migration team helps import leads from your current CRM or spreadsheet, preserving lead history, notes, and source data.
How does Docket handle multi-location firms?
Each office location gets its own intake routing and team assignments, while firm leadership sees a consolidated view of leads and conversion across all locations.
Request a Demo
Get a personalized tour of Docket—no contracts, zero onboarding fees.