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  1. Lead Docket
  2. Basic Features

Basic Features

Get Started

  • Home Screen
  • The Intake Dashboard
  • User Account Settings
  • Leads
  • Lead Statuses
  • Roles
See all 11 articles

Manage Leads

  • Add a Lead
  • Custom Tasks
  • Notes
  • Related Contacts
  • Advanced Lead Tracking
  • Delete a Lead
See all 7 articles

Reports

  • Bulk Actions
  • Leads Report
  • Agency Report - Leads
  • Agency Report - Opportunities
  • Leads Map
  • Revenue By Marketing Source, Contact Source, Case Type, and Attorney Reports
See all 33 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
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