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Yes. Filevine offers Lead Docket, a legal intake and lead-tracking product designed to capture and qualify leads, collect information and documents, automate follow-up, and help move prospects toward case creation. The precise features, usage limits, setup requirements, and cost depend on the firm’s configuration and should be confirmed with Filevine.
What Filevine’s intake management includes
Lead Docket is the Filevine product to evaluate for intake. Filevine says it can receive leads from web forms, live chat, and after-hours calls, then support follow-up and tracking through the intake process.
- Lead capture and tracking: Capture prospects from multiple sources and track leads centrally.
- Information and document collection: Use intake forms and collect documents. Filevine also lists e-signatures and follow-up emails among the intake capabilities.
- Follow-up automation: The intake page describes automated SMS and email follow-ups. Filevine’s pricing page also lists automated workflows and form delivery.
- Payments: Filevine lists online payments, including consultation or retainer payments in its intake description.
- Case handoff: Filevine describes integration with case files and a workflow that can take a lead from initial capture toward case creation.
These are Filevine’s product descriptions, not independent findings about performance or suitability for a particular firm. See the Lead Docket intake page, pricing page, and legal workflow page for the vendor’s current descriptions.
How the intake-to-case workflow can fit together
A typical workflow to evaluate is lead capture, qualification, consultation scheduling, collection of essential information, and handoff into a case file if the firm takes the matter. Filevine describes Lead Docket as supporting these steps, but the firm should verify how the handoff works in its own configuration and what staff actions remain manual.
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- Capture: Identify the firm’s lead sources, such as web forms, chat, or after-hours calls, and determine how each source enters Lead Docket.
- Qualify: Check whether the intake questions and routing rules gather the details the firm needs to decide whether and where to follow up.
- Follow up: Confirm which SMS, email, reminders, and form-delivery workflows are included and how staff can monitor or intervene.
- Prepare for consultation: Ask how consultation scheduling and collection of documents or signatures fit the firm’s process.
- Create or hand off a case: Verify which lead information transfers to the case file, what triggers creation, and whether duplicate entry is required.
What to verify about AI features
Filevine’s AI descriptions are time-specific and should not be treated as a guarantee of present access. In an announcement dated October 17, 2023, Filevine described LeadsAI as summarizing intake forms and related lead information and offering predictive analysis; the announcement identified it as a paid add-on at that time. Details are in the 2023 LeadsAI announcement.
A Filevine blog post dated August 7, 2026 describes document reading, automatic organization, and a chat assistant as live in Lead Docket at the time of publication, while saying Lead Viability was in development. Because these statements refer to different dates and product descriptions may change, ask Filevine which AI capabilities are currently available, included in the firm’s subscription, and applicable to its data and workflows. See Filevine’s August 2026 Lead Docket post.
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How to evaluate whether Lead Docket fits your firm
Compare the proposed setup with the firm’s actual intake process rather than judging it by a feature list alone. Ask for a workflow walkthrough using the firm’s lead sources and handoff requirements, and get the answers in writing.
- Which lead sources can be connected, and how are leads routed to the right team or location?
- Can the firm configure intake forms, qualification rules, follow-up messages, and task flows to match its process?
- How are consultations scheduled, and what information, documents, and signatures can be collected before or after one?
- What information carries into a case file, and what steps still require staff entry or review?
- What reporting is available for lead status, referrals, and marketing attribution?
- Which features are part of the quoted subscription, and which require an add-on or separate fee?
- What configuration, migration, training, and support will be needed before the process is ready for staff?
Pricing, usage limits, and implementation
Filevine’s public pricing page describes intake products and features, but the available information does not establish a complete current price list or a plan-by-plan entitlement matrix. Filevine’s product terms include usage-dependent provisions for Lead Docket phone numbers and automation actions. Before committing, request the order form and confirm the subscription, included limits, overage or other usage fees, and any add-ons for the firm’s expected volume.
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Filevine identifies Docket Launch as a Lead Docket implementation and support provider. The partner page lists help with task-flow customization, message templates, intake scripts, data migration, training, and support. Treat this as a service option to assess—not as an endorsement—and clarify its scope, cost, and responsibilities alongside Filevine’s own implementation terms.
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Product prices and availability are accurate as of the date/time indicated and are subject to change. Any price and availability information displayed on Amazon at the time of purchase will apply.
