The G2 on Lead Docket

Lead Docket Pros and Cons: Top Advantages and Disadvantages

Quick AI Summary Based on G2 Reviews

Generated from real user reviews

Users appreciate the seamless interface and ease of implementation of Lead Docket for efficient file management. (7 mentions)

Users appreciate the customization options of Lead Docket, allowing easy adjustments to fit their unique needs. (4 mentions)

Users appreciate the seamless integrations of Lead Docket, enhancing usability and improving lead management efficiency. (4 mentions)

Users appreciate the customizable automation features of Lead Docket, enhancing efficiency and streamlining lead management. (3 mentions)

Users value the effective communication tools in Lead Docket, enhancing collaboration with clients and internal teams. (3 mentions)

Users appreciate the efficient tracking of leads in Lead Docket, enhancing their overall lead management experience. (3 mentions)

Users express frustration over poor reporting in Lead Docket, noting inconsistencies and transition challenges with saved reports. (4 mentions)

Users experience billing issues during onboarding, facing high costs and delays that complicate the transition. (2 mentions)

Users face inefficient data management with Lead Docket, struggling to track leads and encountering frequent duplicates. (2 mentions)

Users face integration issues, as the system often fails to incorporate all necessary information effectively. (2 mentions)

Users struggle with messaging issues as notifications often include the entire team, complicating timely responses. (2 mentions)

Users feel Lead Docket lacks important features like filtering messages, hindering timely responses and efficiency. (2 mentions)

Top Pros or Advantages of Lead Docket

1. Ease of Use

Users appreciate the seamless interface and ease of implementation of Lead Docket for efficient file management.

See 7 mentions

See Related User Reviews

Stacy H.

Mid-Market (51-1000 emp.)

4.0/5

"Lead Docket"

What do you like about Lead Docket?

Lead Docket is easy to use and you can add/change questions as needed.

Verified User

Small-Business (50 or fewer emp.)

3.5/5

"Good legal file organization program you can build on"

What do you like about Lead Docket?

file organization and easy to communicate about the file within the organization and with client and external counsel

2. Customization

Users appreciate the customization options of Lead Docket, allowing easy adjustments to fit their unique needs.

See 4 mentions

See Related User Reviews

Stacy H.

Mid-Market (51-1000 emp.)

4.0/5

"Lead Docket"

What do you like about Lead Docket?

Lead Docket is easy to use and you can add/change questions as needed.

Paige J.

Small-Business (50 or fewer emp.)

5.0/5

"A pleasure to work with"

What do you like about Lead Docket?

I love the automated features from Lead Docket. I like that it is customizable. I like that it's integrated with vinesign and Filevine.

3. Integrations

Users appreciate the seamless integrations of Lead Docket, enhancing usability and improving lead management efficiency.

See 4 mentions

See Related User Reviews

Ryan S.

Small-Business (50 or fewer emp.)

5.0/5

"good product"

What do you like about Lead Docket?

Automated contact with leads is helpful. Easy to use, integrates with other programs.

Paige J.

Small-Business (50 or fewer emp.)

5.0/5

"A pleasure to work with"

What do you like about Lead Docket?

I love the automated features from Lead Docket. I like that it is customizable. I like that it's integrated with vinesign and Filevine.

4. Automation

Users appreciate the customizable automation features of Lead Docket, enhancing efficiency and streamlining lead management.

See 3 mentions

See Related User Reviews

Ryan S.

Small-Business (50 or fewer emp.)

5.0/5

"good product"

What do you like about Lead Docket?

Automated contact with leads is helpful. Easy to use, integrates with other programs.

Paige J.

Small-Business (50 or fewer emp.)

5.0/5

"A pleasure to work with"

What do you like about Lead Docket?

I love the automated features from Lead Docket. I like that it is customizable. I like that it's integrated with vinesign and Filevine.

5. Communication

Users value the effective communication tools in Lead Docket, enhancing collaboration with clients and internal teams.

See 3 mentions

See Related User Reviews

Verified User

Small-Business (50 or fewer emp.)

3.5/5

"Good legal file organization program you can build on"

What do you like about Lead Docket?

file organization and easy to communicate about the file within the organization and with client and external counsel

Gerardo V.

Small-Business (50 or fewer emp.)

5.0/5

"Following up is never been so easy."

What do you like about Lead Docket?

Reminders are helpful, and chasing lead features is an easy way to get signs from clients in doubt.

6. Efficiency

Users appreciate the efficient tracking of leads in Lead Docket, enhancing their overall lead management experience.

See 3 mentions

See Related User Reviews

Tomas L.

Small-Business (50 or fewer emp.)

5.0/5

"Lead Docket is incredibly user-friendly, and its features have been key for the firm."

What do you like about Lead Docket?

Everything is helpful. Reports: Keep tabs on every lead and marketing source. There is so much good that Lead Docket brings to the table that it would

Verified User

Small-Business (50 or fewer emp.)

4.5/5

"Lead Docket in the Legal Field"

What do you like about Lead Docket?

What I like the most about Lead Docket is it's seamless interface and ease of implementation. I frequently used the program in my job and found all th

Top Cons or Disadvantages of Lead Docket

1. Poor Reporting

Users express frustration over poor reporting in Lead Docket, noting inconsistencies and transition challenges with saved reports.

See 4 mentions

See Related User Reviews

Verified User

Small-Business (50 or fewer emp.)

5.0/5

"Great platform"

What do you dislike about Lead Docket?

Needs a couple more add-ons. I feel like it needs a little more reporting abilities

Tomas L.

Small-Business (50 or fewer emp.)

5.0/5

"Lead Docket is incredibly user-friendly, and its features have been key for the firm."

What do you dislike about Lead Docket?

The downside of Lead Docket is that reporting numbers can vary. I would like it to be a bit more user-friendly and also more accurate because sometime

2. Billing Issues

Users experience billing issues during onboarding, facing high costs and delays that complicate the transition.

See 2 mentions

See Related User Reviews

Stacy H.

Mid-Market (51-1000 emp.)

4.0/5

"Lead Docket"

What do you dislike about Lead Docket?

They are changing the reporting and all the reports that I have saved will not move over into a new format and the current one is being removed in a m

Jonathan O.

Small-Business (50 or fewer emp.)

0.0/5

"Absolutely terrible experience"

What do you dislike about Lead Docket?

The onboarding is awful, it's incredible difficult to customize to your firm, they will bill you full price for all your seats during onboarding which

3. Inefficient Data Management

Users face inefficient data management with Lead Docket, struggling to track leads and encountering frequent duplicates.

See 2 mentions

See Related User Reviews

Rose P.

Mid-Market (51-1000 emp.)

5.0/5

"Quick & simple to use, so I can spend less time worrying & more time focusing on my work tasks!"

What do you dislike about Lead Docket?

I think maybe its ability to identify duplicate files.. We get duplicate files often which can be confusing or frustrating sometimes.

Albert N.

Small-Business (50 or fewer emp.)

5.0/5

"Allows you to track your leads in real time efficiently."

What do you dislike about Lead Docket?

When lead docket is down, it does not allow you to track your leads in real time efficiently.

4. Integration Issues

Users face integration issues, as the system often fails to incorporate all necessary information effectively.

See 2 mentions

See Related User Reviews

Tabatha F.

Small-Business (50 or fewer emp.)

5.0/5

"Lead Docket - Best Lead Management System for Lawyers"

What do you dislike about Lead Docket?

I wish that Lead Docket was integrated with Smokeball.

Ashley H.

Small-Business (50 or fewer emp.)

2.0/5

"Lead Docket & FileVine"

What do you dislike about Lead Docket?

The integration process; doesn't always incorporate all the information. Hard to maneuver through; not entirely user friendly.

5. Messaging Issues

Users struggle with messaging issues as notifications often include the entire team, complicating timely responses.

See 2 mentions

See Related User Reviews

Jael G.

Small-Business (50 or fewer emp.)

4.5/5

"Super customizable!"

What do you dislike about Lead Docket?

Incoming messages are recieved by all users, and there is no feature to filter out messages sent to other users, which makes it a lot harder to respon

Verified User

Small-Business (50 or fewer emp.)

3.5/5

"Good legal file organization program you can build on"

What do you dislike about Lead Docket?

notifications can be off at times, seems to automatically default to the entire firm and not just the team members working on it

6. Missing Features

Users feel Lead Docket lacks important features like filtering messages, hindering timely responses and efficiency.

See 2 mentions

See Related User Reviews

Verified User

Small-Business (50 or fewer emp.)

5.0/5

"Great platform"

What do you dislike about Lead Docket?

Needs a couple more add-ons. I feel like it needs a little more reporting abilities

Jael G.

Small-Business (50 or fewer emp.)

4.5/5

"Super customizable!"

What do you dislike about Lead Docket?

Incoming messages are recieved by all users, and there is no feature to filter out messages sent to other users, which makes it a lot harder to respon

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Nichole U.

Paralegal

Mid-Market (51-1000 emp.)

9/11/2025

"Excellent Product"

5/5

What do you like best about Lead Docket?

I like how easy it is to use and to navigate. It is in real-time so messages received are instant. The notification system keeps you on top of your leads. The implementation into our team was seamless with its ease of use and customer support. The integration of leads from LD are quickly moved over to our case management database with ease. I use this website daily and have had no problems with it. Review collected by and hosted on G2.com.

What do you dislike about Lead Docket?

I wish I could move the tasks out instead of showing up as "task incomplete". Review collected by and hosted on G2.com.

Stacy H.

Legal Intake Supervisor

Mid-Market (51-1000 emp.)

8/18/2025

"Lead Docket"

4/5

What do you like best about Lead Docket?

Lead Docket is easy to use and you can add/change questions as needed. Review collected by and hosted on G2.com.

What do you dislike about Lead Docket?

They are changing the reporting and all the reports that I have saved will not move over into a new format and the current one is being removed in a month. Review collected by and hosted on G2.com.

Rhonda P.

Intake Specialist

Mid-Market (51-1000 emp.)

7/2/2025

"It is Organized Well"

4/5

What do you like best about Lead Docket?

I like that it is organized and it does keep track of your sign ups and calls. I like that you can text and email from it. It doe not have many issues very often like some software does. Review collected by and hosted on G2.com.

What do you dislike about Lead Docket?

It looks very confusing at first until you get used to using it. Review collected by and hosted on G2.com.

Jael G.

Intake - Department Manager

Small-Business (50 or fewer emp.)

10/24/2024

"Super customizable!"

4.5/5

What do you like best about Lead Docket?

LeadDocket isn't exactly tailored to the field of law that our firm practices, but the customization that it allows made it a great tool for our office and automated several tasks that took away time from chasing leads and getting signatures. We were able to make the system almost unrecognizable in that we tailored every customizabel aspect to fit our exect needs. We use it all day every day and it has completely replaced our old system. Review collected by and hosted on G2.com.

What do you dislike about Lead Docket?

Incoming messages are recieved by all users, and there is no feature to filter out messages sent to other users, which makes it a lot harder to respond to messages in a timely manner. Adding a feature that can filter notifications only to leads assigned to you, including any messages or tasks, would increase efficiency significantly. Review collected by and hosted on G2.com.

Danielle G.

legal intake specialist

Legal Services

Mid-Market (51-1000 emp.)

6/17/2025

"Lead docket"

4/5

What do you like best about Lead Docket?

That it is user friendly and simple to use Review collected by and hosted on G2.com.

What do you dislike about Lead Docket?

would like it to have more options for users. Review collected by and hosted on G2.com.

Joan F D.

Medical Interpreter

Mid-Market (51-1000 emp.)

10/25/2024

Business partner of the seller or seller's competitor, not included in G2 scores.

"User friendly and Efficient"

5/5

What do you like best about Lead Docket?

I have worked with different Legal management systems and have found ut that LD is the most user friendly I've worked with. Not only that, but it also provides an efficient work experiance. TOtally recommended. Review collected by and hosted on G2.com.

What do you dislike about Lead Docket?

There are times that when multiple LD tabs are open, they are not updated real time as when it does if one was working with just the main one. Review collected by and hosted on G2.com.

Tabatha F.

Office and Billing Administrator

Small-Business (50 or fewer emp.)

10/22/2024

"Lead Docket - Best Lead Management System for Lawyers"

5/5

What do you like best about Lead Docket?

The best thing about Lead Docket are the integrations. You can literally begin the conversation with potential lead and continue straight through to signing them as a client. The ease of use and implementation makes it easier to train new employees. Our office uses Lead Docket everyday. Customer Support and training recordings are a great tool as well. Review collected by and hosted on G2.com.

What do you dislike about Lead Docket?

I wish that Lead Docket was integrated with Smokeball. Review collected by and hosted on G2.com.

Gerardo V.

Virtual Office Assistant

Small-Business (50 or fewer emp.)

6/25/2024

"Following up is never been so easy."

5/5

What do you like best about Lead Docket?

Reminders are helpful, and chasing lead features is an easy way to get signs from clients in doubt. Review collected by and hosted on G2.com.

What do you dislike about Lead Docket?

It would be good to be able to export the reports to an Excel spreadsheet. Review collected by and hosted on G2.com.

Tomas L.

Intake Manager

Small-Business (50 or fewer emp.)

10/22/2024

"Lead Docket is incredibly user-friendly, and its features have been key for the firm."

5/5

What do you like best about Lead Docket?

Everything is helpful. Reports: Keep tabs on every lead and marketing source. There is so much good that Lead Docket brings to the table that it would be too much to type. Review collected by and hosted on G2.com.

What do you dislike about Lead Docket?

The downside of Lead Docket is that reporting numbers can vary. I would like it to be a bit more user-friendly and also more accurate because sometimes, depending on the reports, the numbers can vary. Review collected by and hosted on G2.com.