Basic Features

Get Started

• Format Notes and Templates
• Home Screen
• The Intake Dashboard
• User Account Settings
• Leads
• Lead Statuses

See all 12 articles

Manage Leads

• Send Lead Forms
• Add a Lead
• Custom Tasks
• Notes
• Related Contacts
• Advanced Lead Tracking

See all 8 articles

Reports

• Reports
• Leads Report
• Agency Report - Leads
• Agency Report - Opportunities
• Leads Map
• Revenue By Marketing Source, Contact Source, Case Type, and Attorney Reports

See all 32 articles

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