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Lead Docket
Basic Features
Basic Features
Get Started
Home Screen
The Intake Dashboard
User Account Settings
Leads
Lead Statuses
Roles
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Manage Leads
Add a Lead
Custom Tasks
Notes
Related Contacts
Advanced Lead Tracking
Delete a Lead
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Reports
Bulk Actions
Leads Report
Agency Report - Leads
Agency Report - Opportunities
Leads Map
Revenue By Marketing Source, Contact Source, Case Type, and Attorney Reports
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Expenses
Adding Expenses
Settlement & Fees
Closed Status Workflow
Adding Settlement Information
Accessibility
Adding Lead Docket to Your Home Screen (iPhone)
Adding a Lead Docket Desktop Shortcut
Glossary