
Starting at
$Quote
per month USD
Key benefits for your firm
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Lead management
Search, sort, filter, duplicate checks, tagging, import, and other great features to manage leads. -
Referral management
Track inbound and outbound referrals. Optionally email lead details to referral partners and automatically track referral fees. -
Tasks management
Automatically generated task assignments to ensure you never let a lead slip through the cracks.
How Lead Docket works with Clio
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Lead Docket provides tools to ensure timely follow-up with leads to increase your conversion rate. This integration allows sending leads from Lead Docket into Clio as a new case.
Ready to improve your workflow with Lead Docket and Clio? Get Started
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