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 -