CASE STUDY Before switching to Lead Docket, our firm had used a variety of intake solutions, ranging from our own spreadsheets to various CRM software solutions, including ones geared to law firms. At the time I first became aware of Lead Docket, we were using one software that assisted us in following up on leads and had some reports that were very helpful. We had integrated email follow up as well. I was willing to demo Lead Docket but I wasn't anticipating making a change. After seeing it in action, I was convinced it would increase our signed clients. I was a little worried about moving to a different system, as staff training can take some time and can cause some discontent. I prepared the intake staff to go through a demo so I could see what they thought. I made cl

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