Birdeye and Lead Docket Integration

Lead Docket is a cloud-based lead-tracking software designed to help law firms manage leads, referrals, tasks, contacts, and more on a centralized platform to improve overall conversion rates. Lead Docket enables managers to send automated emails and text messages with images to prospects and collect lead information with customizable intake forms. The platform allows organizations to compare leads within specific time periods, monitor business revenue by marketing source or attorney, and view leads on a map and other KPIs through reports. Law firms can track referrals, receive automated follow-up alerts, and manage data from various case management systems. Integration with third-party systems is supported, and administrators can track key metrics on a centralized dashboard.


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Success Stories

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Sunlight Financial

Sunlight Financial 151724260200635 Avatar 1581170252219
Brian Von BergenHead of Operations

6

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3,489

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Bass & Hall Dental Implant and Periodontal Partners LLP

Bass Hall Dental Implant And Periodontal Partners Llp 150516242088790 Avatar 1560346180899
Cindy JohnsonMarketing Manager

2

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589

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Ruth E. Bailey D.D.S.

Ruth E Bailey Dds 149394279435425 Avatar 1556683366117
Dr. Ruth BaileyDDS

2

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455

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Jackson Creek Dental Group

John WilliamsonMarketing Manager

6

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590

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Structured Foundation Repairs Inc

Structured Foundation Repairs Inc 148795152081160 Avatar 1581170093325
Heidi MorrisonOperations Manager

9

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1,177

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Wilkinson Bradley W DDS

Wilkinson Bradley W Dds 150993467525597 Avatar 1581170148430
Dr. Bradley WilkinsonDDS

4

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324

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Mike Bachman Plumbing

Mike Bachman Plumbing 149133970141539 Avatar 1581170223434
Chad RoylancesVP Operation

31

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1,365

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Doctors Making Housecalls by Eventus WholeHealth

Alan KronhausM.D.

9

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330

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Insulation Contractor - Energy Seal, Inc.

Stan NagelPresident

14

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447

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Hankey Law Office

Carolyn Eck Marketing Coordinator

29

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520

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