Objective:
- What does Lead Docket do?
- What can the Lead Docket and Clio integration do?
- What is Lead Docket?
Environment:
- Clio Manage
- Lead Docket
Additional Information:
For more information on the Lead Docket integration, click here
For detailed instructions on how to connect Clio to Lead Docket, click here
Answer:
Lead Docket is a program that provides tools to ensure timely follow-up with leads to increase your conversion rate
Features:
• Lead management
• Referral management
• Tasks management
• Contact management
• Real time dashboard
• Third party integrations
• Advanced reporting
• Custom intake scripts -