Key benefits for your firm
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
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.
