Compare · Lead Docket

Lead Docket alternative that runs the intake, not just tracks the lead

Lead Docket is Filevine's lead management software, and it is very good at what it is for. It tracks every lead from first touch to signed client, attributes each one to its marketing source, and reports return on that spend to the dollar, which is why marketing-driven firms and Filevine shops rely on it. If the question you need answered is which ad, referral source, or campaign is actually producing signed cases, Lead Docket answers it better than most, and its Filevine integration keeps the whole lifecycle in one place.

What it does not do is run the intake conversation. Lead Docket organizes, routes, and measures leads that your intake team still has to call, qualify, and convert. It is the system of record and the ROI dashboard; the human work of discovery sits on top of it. Consultations is the opposite emphasis. The AI runs the actual intake conversation with each prospect, screens the matter against your criteria, asks the conflict-relevant questions you define, collects the documents, books the paid consultation, and hands the attorney a prepped brief. It is the front door that does the talking, and it exports cleanly into a system like Lead Docket rather than competing with the reporting it does well. Lead Docket does not publish pricing and quotes each firm; Consultations is a flat $49 to $299 per month by firm size. It handles intake, qualification, and scheduling only, never legal advice; the licensed attorney advises.

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Qualifies the lead · collects the docs · books and briefs you

The Intake Desk

Intake and scheduling, not advice

Run intake for

Pick a profession, watch the brief fill itself

The AI runs the discovery consultation, qualifies the lead, collects details and documents, and books the paid appointment, then hands you a prepped brief.

Intake brief

Name

Need

Budget / fit

Timeline

Docs

Verdict

↑ pick a profession to run the intake

Discovery consultation

live

Intake brief

Qualification

Scored against this firm's intake criteria, with the reasons on the brief.

Appointment

booked

Brief ready for

Brief ready

Live and interactive · qualified, briefed, and booked

Every lead qualified, briefed, and booked · intake and scheduling, not advice · you own your data

In short

Last updated July 2026

Lead Docket is Filevine lead management software: it tracks every lead from first touch to signed client and attributes each one to its marketing source, which is why marketing-driven firms rely on it. It does not run the intake conversation, so your intake team still calls, qualifies, and converts each lead. The main alternative for firms whose problem is the conversation rather than the reporting is an AI intake agent that answers the inquiry, screens the matter against firm criteria, collects documents, books the paid consultation, and hands the attorney a brief. Checked July 2026, Lead Docket does not publish pricing and quotes each firm through a form; Consultations publishes flat pricing of $49 to $299 a month by firm size.

Lead Docket genuinely wins on lead tracking and marketing ROI attribution, especially for firms already on Filevine: it shows which sources produce signed cases and reports return on spend to the dollar. Consultations wins on the intake conversation itself. Lead Docket organizes and measures leads your team still has to work; Consultations runs the discovery conversation, collects documents, books the paid consultation, and briefs the attorney. Lead Docket does not publish pricing; Consultations is a flat $49 to $299 per month.

Side by side

Lead Docket vs Consultations, honestly

A fair look at what each does well. Both are capable tools. Here is where they differ.

What matters	Consultations	Lead Docket
AI intake conversation	Runs the discovery conversation with each prospect and asks the follow-ups the matter needs	Tracks and routes the lead; your intake team runs the conversation
Primary job	The AI front door: captures, screens, collects, books, and briefs	Lead management and marketing ROI attribution across the lifecycle
Marketing source attribution	Tracks source on each intake and exports it; deep ROI reporting is not the focus	A core strength: attributes every lead to its source and reports return to the dollar
Matter screening	Screens each matter against the firm criteria during the intake itself	Routes and statuses the lead; qualification is done by your team
Document collection	Requests, collects, and chases the documents the matter needs before the consult	Tracks the lead record; collecting documents is your team's task
Books the consultation	Books the paid consultation at the end of a qualified intake	Queues and assigns the lead for your intake team to schedule
Filevine ecosystem	Front-door focused; exports cleanly and can sit ahead of a system of record	Native part of the Filevine ecosystem for firms already on it
Pricing transparency	Flat published pricing, $49 to $299 per month by firm size	Not publicly listed; a custom quote form only
Scope and guardrails	Intake, qualification, and scheduling only, never legal advice	Lead management software; attorneys provide legal advice

Comparison reflects general, publicly understood positioning. Capabilities change, so check each product for the latest.

Why pros pick Consultations

One AI conversation that qualifies, intakes, books, and briefs

An AI conversation, not a form

Instead of a static form or a calendar link, our AI talks with each lead in plain language, qualifies them against your criteria, and asks for exactly what you need to know.

The whole front door in one place

Qualify, intake, collect documents, book the paid appointment, and produce a prepped brief, all in a single conversation, so you stop stitching tools together.

You walk in prepared

Every booked meeting comes with a clean brief of who is coming and why, so you only take the right consultations and you are ready before the call starts.

Why firms go looking for a Lead Docket alternative

Almost nobody leaves Lead Docket because the reporting is bad. The reporting is the reason to be there. Firms start shopping when they realize the number the dashboard is reporting on has stopped improving, and that the bottleneck sits upstream of the software entirely. You can attribute every lead to the campaign that produced it, to the dollar, and still lose most of them, because attribution measures the leak without plugging it.

The second reason is coverage. Lead management assumes a person is available to work the lead it just routed. Most inquiries do not arrive during staffed hours, and the ones that arrive at 8pm on a Friday sit in a queue until Monday while the caller works down a list of other firms. The record is immaculate and the client is gone. Firms feel this as a conversion problem and go looking for intake software, which is a different category from what they currently own.

The third is scope. Lead Docket is deeply tied to the Filevine ecosystem, which is exactly right if you are a Filevine firm and awkward if you are not. Firms on other practice management systems often want the intake layer without adopting a whole platform to get it.

Attribution is accurate but conversion has plateaued
Leads arriving outside staffed hours wait for a human who is not there
Qualifying still consumes intake staff time on matters the firm will decline
The firm is not on Filevine and does not want to be
Pricing is quote-only, so budgeting requires a sales conversation

Lead management and intake automation are different jobs

This distinction is worth being precise about, because the two categories are sold with overlapping language and firms sometimes buy the second copy of what they already have. Lead management is a system of record. It stores the lead, routes it to the right person, tracks its stage, reports on where it came from, and tells you what happened. Its output is knowledge.

Intake automation is a system of action. Its output is a completed conversation: the caller has been asked the questions that decide fitness, screened against the criteria the firm set, told honestly if the firm cannot help, asked for the documents the matter needs, and booked into a paid consultation. Its product is not a record of the lead, it is a client who is ready to meet.

The practical consequence is that these two things stack rather than compete. A firm that keeps Lead Docket for attribution and adds an intake agent in front of it ends up measuring a funnel that converts better, because the intake step now happens in minutes at any hour instead of whenever staff get to it. Consultations exports cleanly for exactly that reason. The alternative worth considering is not a replacement for the reporting, it is the missing step the reporting keeps measuring.

Published prices

Lead Docket compared with an AI intake agent, checked July 2026

An honest split. Lead Docket wins clearly on the jobs it was built for; the comparison is only useful if it says so.

What you need	Lead Docket	Consultations
Marketing source attribution and ROI to the dollar	A core strength, and better than most of the category	Tracks and exports the source; deep ROI reporting is not the focus
Filevine-native lifecycle in one platform	Native part of the Filevine ecosystem	Front-door focused, exports into whatever you already run
Answering the inquiry itself, at any hour	Routes the lead to a person who must call back	The AI runs the conversation in minutes, nights and weekends included
Screening the matter against firm criteria	Your intake team does the qualifying	Screened during the intake itself against criteria you define
Collecting documents before the consultation	Tracked as a task for your team	Requested, collected, and chased by the agent
Booking the paid consultation	Queued and assigned for staff to schedule	Booked at the end of a qualified intake
Published pricing	Not publicly listed; a custom-quote form only	Flat $49 to $299 a month by firm size
Best for	Firms that need to know which marketing spend produces signed cases	Firms losing inquiries to response time and unqualified consultations

Lead Docket pricing checked on its published pricing page in July 2026: a custom-quote form, no listed figures. We do not estimate what a vendor does not publish.

Lead Docket alternatives: the questions buyers actually search

What is the best alternative to Lead Docket?

It depends which job you are replacing. If you need lead tracking and marketing attribution, the closest alternatives are Lawmatics and Clio Grow, which cover intake and lead management with published pricing. If your actual problem is that inquiries wait for a human before anyone qualifies them, the alternative is an AI intake agent that runs the conversation rather than another system that records it.

How much does Lead Docket cost?

Lead Docket does not publish pricing. Checked in July 2026, its pricing page is a custom-quote form, so cost depends on firm size, seats, and setup, and you have to speak to Filevine to get a number. Consultations publishes flat pricing of $49 to $299 a month by firm size, with no per-lead or per-seat metering.

Is Lead Docket part of Filevine?

Yes. Lead Docket is Filevine lead management product, and its tightest integration is with the Filevine case management platform. That is a genuine advantage for firms already running Filevine and a reason to look elsewhere for firms on other practice management systems who want intake without adopting a full platform.

Can Consultations replace Lead Docket?

For most firms it should not. They solve different problems, and the sensible setup keeps Lead Docket for attribution and reporting while an intake agent handles the conversation in front of it. The exception is a firm whose Lead Docket usage is really just a place to store leads that a person will call back, in which case the intake layer covers the practical need on its own.

What is the difference between lead management and client intake software?

Lead management stores, routes, and measures leads; its output is knowledge about your funnel. Client intake software runs the qualifying conversation; its output is a screened, documented, booked client. A firm can have excellent lead management and still lose most of its inquiries, because measuring a leak is not the same as closing it.

Good questions

Lead Docket vs Consultations, answered

Lead Docket does not publish pricing. Its pricing page is a custom-quote form, so the cost depends on firm size and setup and you have to contact Filevine for a number (checked July 2026). Consultations, by contrast, publishes flat pricing of $49 to $299 per month by firm size, with no per-lead or per-seat metering.

Lead Docket is lead management and marketing attribution: it tracks, routes, and measures leads that your intake team still has to call and convert. Consultations runs the intake conversation itself, screens the matter, collects documents, books the consult, and briefs the attorney. One measures and organizes the lead; the other does the intake work.

Yes. Consultations is the AI front door that runs discovery, collects documents, and books the consult, and it exports the intake cleanly, so a firm can keep Lead Docket for its lead tracking and ROI reporting while Consultations handles the conversation. It never gives legal advice; the attorney does.

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vs Lawmatics

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vs Typeform

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A beautiful form is one way; an AI intake conversation that books and briefs is the front door.

vs Clio Grow

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Intake that runs the conversation, priced on booked consults instead of per lawyer.

vs Smith.ai

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Discovery that is not metered by the question, and a brief instead of a call summary.

vs Intaker

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A full intake conversation and a prepped brief, not just a chat widget that captures the lead.

vs Captorra

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vs Ruby

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Ruby answers the call and takes a message. Consultations runs the intake, screens the matter, and books the consult.

vs Goodcall

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Goodcall answers and routes the call. Consultations runs the intake, qualifies the lead, and books the paid appointment.

vs Rosie

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Rosie answers and takes a message. Consultations runs the intake, qualifies the lead, and books the paid appointment.

See every use case

Automate your client intake with Consultations

Let the AI run the first conversation: qualify the lead, collect the documents, book the paid appointment, and hand you a prepped brief. You only take the right meetings, fully prepared. Your client data stays private and yours.

See pricing

Qualifies every lead · collects the docs · books the paid appointment · preps your brief