Is Lead Docket owned by Filevine?

Yes. Filevine bought Lead Docket in an all-cash deal in April 2020. At the time, Filevine said it would keep supporting Lead Docket as a standalone product and keep serving customers on other case management systems.

Can PlaintiffStack capture leads from our website and ads automatically?

Not yet. PlaintiffStack's intake has no automatic capture from web forms or ads; staff enter leads on a form built for the practice area. CallRail is listed as coming on the integrations page. If most of your leads arrive through web forms and paid ads, Lead Docket handles that today.

What happens when a lead signs in PlaintiffStack?

The retainer goes out through built-in e-signature. When it comes back, a person moves the lead to signed and converts it; there is no automatic "retainer signed" notice or stage change. The new case keeps the lead's tasks, messages and history.

Does PlaintiffStack replace Lead Docket and a case management system together?

It covers both jobs on one record: intake with six stages from new lead to signed, then the case with its deadlines, documents, drafts and settlement statement. It does not match Lead Docket's automatic lead capture, marketing spend ROI or AI lead scoring.

How do the prices compare?

Lead Docket quotes each firm and is priced separately from case management. PlaintiffStack is $250 per case with every app included, no monthly fee and no long lock-in contract. AI usage is billed separately, and a tool shows its estimated cost before it runs on a case.

Can we bring our data from Lead Docket and Filevine?

PlaintiffStack moves a firm's cases, contacts and documents from its current system and checks the result with the firm. Ask on the demo how your open leads should come across.

Compare

Intake and lead managementReviewed October 21, 2026

PlaintiffStack vs Lead Docket

PlaintiffStack vs Lead Docket: Filevine's intake CRM that feeds a case system, or intake on the same record as the case. Where each one fits.

The short answer

Lead Docket is a mature intake CRM with automatic lead capture from forms, ads and call tracking, marketing ROI reporting and a native Filevine sync. PlaintiffStack keeps intake on the same record as the case at $250 per case, but staff enter leads and there is no automatic capture yet. Firms buying leads at volume should weigh that gap honestly.

Intake and lead management CRM

Lead Docket

Law firms that want to capture, follow up and convert leads, with a native sync to Filevine

Owner: Filevine, which bought it in an all-cash deal in April 2020
Origin: West Virginia; built inside a law firm that wanted better lead tools
What it does: Lead capture, intake scripts, follow-up automation, referral and marketing ROI tracking, payments
Case management link: Native sync to Filevine; at the 2020 acquisition it also integrated with Clio, Needles, PracticePanther and TrialWorks
AI: LeadsAI: summaries, message sentiment, intake timelines and a Lead Viability score
Pricing model: Custom quote; no public price list

Case management and AI on one record

PlaintiffStack

High-volume plaintiff firms in California: personal injury, workers' comp and employment

Price: $250 per case, every app included, no monthly fee. AI usage is billed separately, with an estimate shown before each run.
Practices: PI, workers' comp and employment, on California rules
Security: A BAA with every firm; one US AWS account, models included. SOC 2 in progress

Side by side

PlaintiffStack and Lead Docket compared
What	Lead Docket	PlaintiffStack
What it is	Intake and lead management CRM	Case management with intake, client updates and AI on one record
Pricing	Custom quote	$250 per case, every app included; AI usage billed separately
Lead capture	Automatic from web forms, ad platforms, call tracking, chat and answering services	Staff enter leads; no automatic capture from web forms or ads
Intake forms	Custom intake scripts with qualifying case fields	Forms per practice area, with conditional questions
Follow-up	Automated messages and recurring tasks for each lead	Stage rules add follow-up tasks or draft messages; a person sends them
Marketing reporting	Revenue, conversion and ROI by source, with spend entered	Lead sources tracked; Insights shows which sources become cases
AI on leads	Summaries, sentiment, intake timelines, Lead Viability score	No lead scoring; on a case, agents read searchable files and propose facts, deadlines and tasks (no OCR)
When the client signs	A signed lead becomes a Filevine project with mapped fields	Staff mark the lead signed; it converts to a case with its tasks, messages and history
Retainer signature	Not listed on its features page; retainer payments by link	Built-in e-signature in 6 languages, with a certificate of completion
After signing	Case work happens in Filevine or another integrated system	Same record: deadlines, documents, drafts, liens, settlement statement
Practice rules	General law firm intake, no state rules	PI, workers' comp and employment on California rules

Choose Lead Docket if

You buy ads or leads at volume and need every web form, call-tracking number and answering service to land as a lead without anyone typing it.
You're on Filevine, or moving there, and want the native sync that turns a signed lead into a Filevine project.
You manage the intake budget by marketing ROI per source, with spend entered against signed cases.
You want AI to score each lead's viability before a person reviews it.
You practice outside California, where PlaintiffStack's practice rules don't apply.

Choose PlaintiffStack if

You'd rather run intake and the case on one record than keep an intake CRM in sync with a case system.
Most of your leads come by phone and referral, so entering them isn't the bottleneck.
You want retainers signed through built-in e-signature in six languages, and the signed lead converted into a case that keeps its history.
You practice PI, workers' comp or employment in California and want the case tools, morning checks and drafts that come after intake.
You want one price per case instead of a separate intake subscription.

What Lead Docket is

Lead Docket is intake and lead management software for law firms. Filevine bought it in an all-cash deal in April 2020 and said it would keep supporting Lead Docket as a standalone product, including for firms on other case management systems. It started inside a law firm that wanted better lead tools than it could buy.

Its job ends where the case begins. Lead Docket captures a lead, runs it through an intake script, follows up until the person signs or is turned away, and hands the signed client to a case management system. With Filevine, that handoff is native: a signed lead becomes a Filevine project, custom fields map across, and Lead Docket reads phases and settlement amounts back to calculate return on marketing spend.

Where Lead Docket is stronger

Lead capture is the clearest difference. Lead Docket's integrations page lists web form builders, ad platforms such as Google Ads and Facebook Lead Ads, call tracking from CallRail and CallTrackingMetrics, live chat providers and dozens of answering services. A lead that arrives through any of them lands in Lead Docket without anyone typing it.

It also goes further on marketing. Firms enter their spend and see revenue, conversion rates and wanted leads by source. It tracks referral fees and checks in with referral partners on its own. It takes retainer, consultation and referral fee payments by link, by card or ACH. Its LeadsAI features summarize lead details, read the sentiment in messages, build intake timelines and score Lead Viability, an estimate of how likely a case is to succeed.

If your firm spends heavily on advertising and measures intake by cost per signed case, those are real advantages, and PlaintiffStack does not match them today.

Where PlaintiffStack is different

PlaintiffStack is case management with intake built in, not an intake tool. Intake takes a lead's details on a form built for its practice area, with conditional questions, and moves it through six stages from new lead to signed. Stage rules add follow-up tasks or draft messages, and a person sends them. Lead sources are tracked, and Insights shows which sources become cases.

When the client signs, the lead converts into a case that keeps its tasks, messages and history. The retainer goes out through built-in e-signature, which clients complete on a phone in English, Spanish, Chinese, Vietnamese, Korean or Tagalog. From there the same record carries the case: calls, texts and case email, the client portal, deadlines, drafts and the settlement statement.

Be clear about the limits:

Intake has no automatic capture from web forms or ads. Staff enter leads. CallRail is listed as coming on the integrations page.
There is no "retainer signed" notice and no automatic stage change. Someone moves the lead to signed and converts it.
An incoming text is not an automation trigger. A client's text becomes a suggested task that a person accepts.

The record after intake

The bigger difference is what happens after the lead signs. With Lead Docket, case work happens in another system, and the two stay joined by an integration. In PlaintiffStack there is nothing to sync. For California personal injury, workers' comp and employment cases, the record carries each practice's phases, case tools and morning checks: missing records and treatment gaps in a PI case, IMR deadlines after a UR denial in a WC case, civil filing deadlines after a right-to-sue notice in an employment case.

Agents read searchable PDFs, Word and text files and propose facts, deadlines and tasks for a person to accept. There is no OCR yet, so scans and faxes are not read. See the practice pages for personal injury, workers' comp and employment.

Cost

Lead Docket publishes no prices; its pricing page asks for a custom quote, and it is a subscription on top of your case management system. PlaintiffStack is $250 per case with intake and every other app included, no monthly fee and no long lock-in contract. AI usage is billed separately, with an estimated cost shown before a tool runs on a case. The pricing page and the guide to per-case vs per-seat pricing explain the model.

How to decide

If you run a high-volume intake team on paid leads and you are on Filevine, Lead Docket fits that work well. If most of your leads come by phone and referral, and you would rather run intake and the case on one record in California, PlaintiffStack is worth a 30-minute demo on your own case types. For Lead Docket against its closest rival, see Lead Docket vs Law Ruler, and for what intake software does in general, the glossary entry on legal intake.

Questions firms ask

Sources

Lead Docket is a trademark of its owner, named here only to compare. Facts come from the sources above as of the date shown; prices and features change. If something here is out of date, email privacy@plaintiffstack.com with the page and the source, and we'll correct it.

How we research, check and correct these pages

Keep comparing

Thinking about Lead Docket? See PlaintiffStack on your own case types first.

Book a demo See the price