Intake · Platform Profile
Lead Docket is intake and lead-management software that tracks prospective clients from first contact through signed retainer — built inside a plaintiffs' firm, owned by Filevine since 2020.
Lead Docket was created inside a practicing plaintiffs' law firm before being sold commercially, and Filevine acquired it in an all-cash deal in 2020 — founder Eric Coffman and his team joined Filevine with it. It is now marketed as Lead Docket by Filevine, though it remains available as a standalone product usable alongside case management systems other than Filevine.
The platform captures inbound leads from phone, web forms, chat, and referral sources into a single pipeline and tracks each one through intake stages to signup or rejection. It scores and prioritizes leads, automates follow-up tasks, texts, and emails, and manages e-signature retainer packets. Every lead carries a marketing-source attribution, so firms can report cost-per-case and return on ad spend at the campaign level — the reporting discipline that separates managed intake operations from voicemail.
Since October 2023, the LeadsAI feature has added AI-generated lead summaries, sentiment analysis, and conversion-likelihood predictions, initially for motor vehicle accident cases. Parent Filevine, meanwhile, has grown into a roughly $3 billion company on $400 million of 2025 funding, which anchors the product's continued investment.
High-volume consumer practices — strongly associated with personal injury and mass tort intake operations at mid-size to large firms, rather than solos. It assumes there is an intake team to manage, not just a lawyer answering the phone.
| Vendor | Filevine, Inc. (acquired Lead Docket, 2020) |
|---|---|
| Origin | Built inside a practicing plaintiffs' firm; founder Eric Coffman |
| Category | Legal intake and lead management |
| Standalone use | Yes — usable with non-Filevine case management systems |
| AI | LeadsAI — summaries, sentiment, conversion prediction (Oct 2023) |
| Pricing model | Not published; quote/demo-based |
| Key integrations | Filevine (native); intake chat vendors such as Intaker; Smith.ai answering |
| Website | filevine.com |
Lead Docket owns the stretch of the funnel between the ad click and the signed retainer, then hands the case to a management system. The native pairing is Filevine, but the standalone posture is real — plenty of firms run Lead Docket in front of other systems, and reception layers like Smith.ai log captured calls into it directly.
The evaluation question is usually volume — below a certain inquiry count, its pipeline discipline is overhead; above it, the attribution reporting alone tends to justify the seat.
No — Lead Docket is sold standalone and remains usable with other case management systems, though the deepest integration is with Filevine.
It is intake-volume-oriented. Most published use cases and its AI conversion predictions center on PI and mass tort, so non-consumer practices are not its core market.
LeadsAI generates lead summaries, sentiment analysis, and conversion-likelihood categories. It assists prioritization rather than replacing intake staff.
Each lead carries a source and campaign attribution, and reporting ties signed cases back to spend at the campaign level.
Systems firms typically evaluate alongside Lead Docket — competitors, complements, and the adjacent layers of the same stack.
Evaluating Lead Docket — or trying to get more out of it? Send the question. A real person answers.
This page is an independent editorial overview published by Maestro Strategic Partners, an operations and AI consultancy for plaintiff law firms. Maestro is not affiliated with, sponsored by, or endorsed by Filevine, Inc. Lead Docket and related marks are the property of their respective owners; they are used here for identification only. Product details verified as of July 2026 and may have changed — confirm specifics with the vendor.
