Lead Docket Implementations

As a Certified Implementation Partner for Filevine and Lead Docket, our team has the skill, experience, and process to get your Lead Docket and Filevine environments launched better and faster than trying to do it yourself or hiring another company.

LEAD DOCKET IMPLEMENTATION PLANS*

SUITE IMPLEMENTATION: Covers 1 Case Type Intake Templates, 3 Integrations, Field Mapping & Connection to Filevine, Training, Limited Post-Training Support for up to eight (8) users

CASE TYPES SUPPORTED: Personal Injury, Social Security/Disability, Workers Comp, Family Law, Employment, Mass Tort, General Business Lit, Human Resources, General Sales

*Billed in one (1) payment. Expect 4-6 weeks for development, training, and go-live. Data migrations, additional case types, extensive modifications and customizations, forms & automation, and extended training available for additional costs. See Lead Docket Add-Ons available here.

Who Does the Work

Our Certified Implementations staff are full-time, stateside experts in Filevine and Lead Docket. Much of our staff is comprised of former Filevine employees and paralegals!

How We Do the Work

By perfecting Case Type Intake Questionnaire Templates, we take the guess work out of what a great intake template and process looks like. Whether you’re a firm with a staff of three or three-hundred, our Case Type-specific Lead Docket intake templates are designed logically and efficiently for ease of use, simplicity, and a goal – to either accept, reject, or refer an Opportunity and/or qualified Lead.

Need a Lead Docket license for your firm? Let us know!