Lead Docket

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  • Gain better knowledge of where your leads are coming from
  • Completely manage your marketing efforts
  • Increase your profits without more spending
  • Know your ROI on all advertising

Lead Docket allows one click posting of signed clients directly to Clio.

Contact Lead Docket at leaddocket.com to sign up for a demonstration.

Content

Connecting Lead Docket to Clio
Using Lead Docket with Clio
Contacting Lead Docket Support

Connecting Lead Docket to Clio

In Lead Docket, the first time you go to the “Pending Clio" screen, you will be prompted to Connect with Clio.

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Using Lead Docket with Clio

After a lead is signed up, visit the "Pending Clio" screen. You can click the “Send to Clio” button next to each lead to send them over to Clio.

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Contacting Lead Docket Support

If you would like more information, please contact Lead Docket at 304-322-2653 or via support@leaddocket.com

 

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