About Create Lead Docket Opportunity Automation

  • Updated

Enhance your firm's ability to leverage Lead Docket’s referral networks and improve overall efficiency.

Push projects from Filevine to Lead Docket with ease, including any associated documents. Once an opportunity is created in Lead Docket, the Opportunity ID is sent back to Filevine and stored in the project for seamless tracking and reference. 

This automation is especially useful for firms that receive leads from multiple sources. Sending data to Lead Docket enables firms to manage and refer leads efficiently through Lead Docket’s Referral Network, which simplifies the referral process and improves lead management.

Benefits of Create Lead Docket Opportunity:

  • Leverage the referral network in Lead Docket
  • Save time and reduce manual entry
  • Organize tracking of Lead Docket opportunities

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