KCS - What is Lead Docket?

Objective:

  • What does Lead Docket do?
  • What can the Lead Docket and Clio integration do?
  • What is Lead Docket?

Environment:

  • Clio Web App
  • 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 -

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