Lead Docket alternatives

Why do firms look for an alternative, and when should they stay?

Three things push firms to look. Your team types in ad spend by hand, so revenue by source is only as current as the last entry. The AI ranks each lead, but its pages don’t describe anything that answers the phone or books a meeting. And unless your Sales Order says otherwise, the agreement renews yearly and leaving early still costs the rest of the term.[1][2][3][4][5][6][7][8]leaddocket.com/features · Nov 7, 2026checked leaddocket.com · Nov 7, 2026checked leaddocket.com/pricing · Nov 7, 2026checked leaddocket.com/integrations · Nov 7, 2026checked leaddocket.com/about · Nov 7, 2026checked leaddocket.com/contact-us · Nov 7, 2026checked leaddocket.com/reviews · Nov 7, 2026checked leaddocket.com/subscription-agreement · Nov 7, 2026

Stay if Filevine is your case system and the hand-off is what you value. Signed cases move into Filevine as new projects, and ROI is figured from settlements and legal fees. Referral fees are chased for you, and retainers are collected by payment link. Switching means a new agreement, a data return at your cost and a retrained team.[9][10][11][12][13]leaddocket.com/integrations · Nov 7, 2026leaddocket.com/features · Nov 7, 2026leaddocket.com/subscription-agreement · Nov 9, 2026

What a replacement needs to do

• Capturing every inquiry and running intake on a script
• Tracking each lead through to a signed case
• Automated follow-up messages, emails and tasks
• AI that summarizes, ranks and predicts each lead
• Revenue by marketing source once spend is entered
• Reports on lead volume, referral fees and revenue
• Handing the signed case to Filevine
• Collecting retainers and fees by payment link

Superpractice is not the right alternative when

• You want intake software for marketing you already run, and your agency’s numbers already match your own.
• Filevine is your system of record, and a native sync with ROI on settlements is what you’d miss most.
• Your intake team works by hand from scripts and tasks, and you aren’t ready for AI agents alongside them.

What leaves with you, and what to ask Lead Docket

Your leads, source history and follow-up routines can move, and Filevine stays wherever you land. Read the agreement before you give notice, confirm which document governs your order, and get your data back in a format you can open.

• Find your renewal date first. Where your Sales Order is silent, the agreement renews for a year unless either side gives 30 days’ written notice.[114][7]leaddocket.com/subscription-agreementNov 9, 2026
• Leaving early doesn’t cancel the fees for the rest of the term, and paid fees aren’t refunded. Time the switch to your renewal date.[8]leaddocket.com/subscription-agreementNov 9, 2026
• On written notice within 20 days, your uploaded data is returned in an agreed format at your cost or destroyed. It isn’t kept past 30 days, so get the format and cost in writing first.[13][115]leaddocket.com/subscription-agreementNov 9, 2026
• Advanced lead reporting exports detailed data, so export your leads, sources and outcomes before you give notice.[116]leaddocket.com/featuresNov 7, 2026
• Superpractice moves your active campaigns, sets up attribution and intake routing, and most firms are live within 5 business days. It imports your existing leads and contacts at no extra cost.[117][118][119]superpractice.com/pricing · Nov 7, 2026
• Superpractice sends clients to Clio directly and reaches Filevine by webhook, so you keep your case system. Google Ads run in your own accounts.[59][120]superpractice.com · Nov 7, 2026docs.superpractice.com/google-ads · Nov 8, 2026
• Superpractice is month to month, and if you cancel it winds down your campaigns.[60][121]superpractice.com/pricingNov 7, 2026

What should you ask any provider?

How we made this page

• Built only from each company’s public pages on the date shown. We didn’t test any product, and Superpractice has no customer, partner or affiliate relationship with any company named here.
• Superpractice publishes this page, appears on it and competes with every company on it. Its entry is ranked by the same test as the others.
• Lead Docket’s subscription agreement is written for Filevine, so your order may differ.
• Where a company’s pages disagree, as Lawmatics’ and Smith.ai’s do, both versions are cited or the point is left out.
• Intaker’s one stated price comes from a January 2023 blog post. Results, customer counts and third-party reviews are not shown.
• Products, prices and terms change. Where a company doesn’t publish a detail, the entry says so rather than guessing.
• We work to keep this information accurate and current, but we can’t guarantee it. Companies change their services, prices and terms, so confirm the details with each company before you decide.
• Company names and trademarks belong to their owners. Naming a company here doesn’t mean it endorses Superpractice or is affiliated with it.

• November 7, 2026 First draft for review.
• November 8, 2026 Credited Superpractice skills and access from other AI tools over MCP. Added Superpractice’s one-system design.

Spot an error? Request a correction with the page, the sentence and a source, or email our corrections inbox. Named companies are welcome to use the same route. Each correction is logged on the page.

Sources

1. [1]

   The firm enters its marketing spend in Lead Docket to track campaign outcomes.

   “Enter your marketing spend in Lead Docket to track the outcome of your campaigns.”

   leaddocket.com/features · checked November 7, 2026

2. [2]

   Lead Docket measures revenue by marketing source, conversion rates and wanted leads.

   “Measure revenue by marketing source, conversion rates, wanted leads, and more.”

   leaddocket.com/features · checked November 7, 2026

3. [3]

   Lead Docket’s pages do not describe pulling ad spend automatically from Google Ads, Meta or other ad platforms.

   Not publicly disclosed on the pages checked.

   leaddocket.com leaddocket.com/features leaddocket.com/pricing leaddocket.com/integrations leaddocket.com/about leaddocket.com/contact-us leaddocket.com/reviews leaddocket.com/subscription-agreement · checked November 7, 2026

4. [4]

   AI assesses every lead when it opens, surfacing Lead Viability so the team knows which cases are worth taking.

   “AI assesses every lead the moment it opens, so your team knows which cases are worth taking.”

   leaddocket.com · checked November 7, 2026

5. [5]

   Lead Docket’s pages do not describe answering inbound calls, an AI receptionist or AI voice agents as a Lead Docket feature.

   Not publicly disclosed on the pages checked.

   leaddocket.com leaddocket.com/features leaddocket.com/pricing leaddocket.com/integrations leaddocket.com/about leaddocket.com/contact-us leaddocket.com/reviews leaddocket.com/subscription-agreement · checked November 7, 2026

6. [6]

   Lead Docket’s pages don’t describe AI agents that call leads or book meetings, or a booking page of its own. Users schedule meetings through a Calendly integration (ld-rc-004).

   Not publicly disclosed on the pages checked.

   leaddocket.com leaddocket.com/features leaddocket.com/pricing leaddocket.com/integrations leaddocket.com/about leaddocket.com/contact-us leaddocket.com/reviews leaddocket.com/subscription-agreement · checked November 7, 2026

7. [7]

   If the Sales Order is silent, subscriptions renew for one-year periods unless either party gives 30 days’ written notice.

   “all subscriptions shall automatically renew for additional one (1) year renewal periods, unless either party provides thirty (30) days' prior written notice”

   leaddocket.com/subscription-agreement · checked November 9, 2026

8. [8]

   Early termination does not cancel the fees for the rest of the term, and fees paid are non-refundable.

   “any early termination of this Agreement does not cancel, suspend or terminate the obligation to pay fees for the remainder of the Term”

   leaddocket.com/subscription-agreement · checked November 9, 2026

9. [9]

   When a case is signed, its files and information are pulled into Filevine as a new project, and custom fields map to Filevine.

   “As soon as a new case is signed, case files and other information are automatically pulled into Filevine as a new project.”

   leaddocket.com/integrations · checked November 7, 2026

10. [10]

    With Filevine, Lead Docket tracks project phases and uses settlement amounts and legal fees to calculate ROI.

    “Lead Docket automatically tracks project phases in Filevine, and uses settlement amounts and legal fees to calculate ROI.”

    leaddocket.com/integrations · checked November 7, 2026

11. [11]

    Lead Docket chases referral fees and checks in with referral partners automatically.

    “Let Lead Docket chase down referral fees and automatically check in with referral partners for you.”

    leaddocket.com/features · checked November 7, 2026

12. [12]

    Lead Docket collects retainers and other fees through a payment request link, by card or ACH.

    “Accept payments up front for retainers, consultation fees, and referral fees through an easy payment request link.”

    leaddocket.com/features · checked November 7, 2026

13. [13]

    On termination, uploaded data files are destroyed or returned in a mutually agreed format at the subscriber’s cost, on written notice within 20 days.

    “returned to Subscriber in a mutually agreed-upon format. Subscriber shall be solely responsible for all costs associated with such return.”

    leaddocket.com/subscription-agreement · checked November 9, 2026

14. [14]

    Lawmatics states it is built specifically for law firms.

    “Lawmatics stands out because it’s built specifically for law firms, with features tailored to your needs.”

    lawmatics.com/legal-crm · checked November 7, 2026

15. [15]

    Lawmatics is software the firm runs. Its core platform covers CRM, intake, automation and reporting and works without the Merlin AI add-ons.

    “The core Lawmatics platform — including CRM, intake, automation, and reporting — is fully functional without Merlin Engage.”

    lawmatics.com/ai/merlin-engage · checked November 7, 2026

16. [16]

    The integrations marketplace is organized into case management, calendaring and scheduling, lead gen and marketing, reception and intake, file sync, billing, communication, connectors and drafting.

    “Case management Calendaring & scheduling Lead gen & marketing Reception, chatbots, & intake File sync Billing Communication Connectors Drafting”

    lawmatics.com/integrations · checked November 7, 2026

17. [17]

    The Google Ads integration logs ad spend to marketing sources and campaigns in Lawmatics and calculates ROI against the value of converted matters.

    “Google Ads spend automatically logged on marketing sources & campaigns in Lawmatics”

    lawmatics.com/integrations/google-ads · checked November 7, 2026

18. [18]

    Leads and clients book meetings on the firm’s synced Outlook or Google calendar, with automated email and text reminders.

    “sync your Outlook or Google calendar and allow clients to choose a meeting time that works around your existing schedule.”

    lawmatics.com/client-intake/legal-calendaring-software · checked November 7, 2026

19. [19]

    Document automation, file request templates and e-signature for fee and retainer agreements are built into the intake product.

    “File request templates make it easy to ask for and receive the documents you need electronically”

    lawmatics.com/client-intake · checked November 7, 2026

20. [20]

    LMPay collects payment when a new client books a meeting, and a Time & Billing add-on covers time tracking, invoicing and payment processing on any plan.

    “Collect payment whenever a new client schedules a consultation.”

    lawmatics.com/time-and-billing/lmpay · checked November 7, 2026

21. [21]

    Merlin Qualify scores every lead against the firm’s criteria, shows the reasoning and automatically triggers the next step.

    “Merlin Qualify scores every lead against your firm's criteria, shows you exactly why, and automatically triggers the next step”

    lawmatics.com/ai/merlin-qualify · checked November 7, 2026

22. [22]

    Merlin Engage operates across SMS, email, voice and web chat and escalates to a firm member when a situation calls for human judgment.

    “It operates across SMS, email, voice, and web chat, and escalates to a firm member whenever a situation calls for human judgment.”

    lawmatics.com/ai/merlin-engage · checked November 7, 2026

23. [23]

    Merlin Engage is a separate add-on, not included in a standard Lawmatics subscription, and requires Merlin Qualify.

    “Merlin Engage is not included with a standard Lawmatics subscription. It is a separate add-on that customers can purchase based on their needs”

    lawmatics.com/ai/merlin-engage · checked November 7, 2026

24. [24]

    The Merlin Engage lineup (SMS, No-Show, Voice, Retriever, Chat, Booking, Email and Signing agents) is described as partly live, with new agents rolling out soon.

    “The lineup keeps growing, with some agents now live and new ones rolling out to the Lawmatics platform soon.”

    lawmatics.com/ai/merlin-engage · checked November 9, 2026

25. [25]

    Lawmatics’ AI overview page labels Phone Agents, Email Agents and Website Chat Agents as coming soon, with Text Agents unlabeled.

    “Coming soon Phone Agents”

    lawmatics.com/ai · checked November 9, 2026

26. [26]

    Fees for the full Initial Service Term and each Renewal Term are committed when the Order Form is signed and are non-cancellable and non-refundable.

    “Fees for the full Initial Service Term and each Renewal Term are committed when you sign your Order Form. They are non-cancellable and non-refundable”

    lawmatics.com/terms-of-use · checked November 7, 2026

27. [27]

    Monthly billing is a payment schedule only and does not create a month-to-month subscription or a right to cancel month to month.

    “monthly billing is a payment schedule only. It does not create a month-to-month subscription or a right to cancel month to month.”

    lawmatics.com/terms-of-use · checked November 7, 2026

28. [28]

    A subscription cannot be cancelled for convenience before the end of the term. An early release, at Lawmatics’ discretion, carries a fee of 50% of the remaining fees.

    “You may not cancel or terminate a subscription for convenience before the end of the then-current Term.”

    lawmatics.com/terms-of-use · checked November 7, 2026

29. [29]

    Lawmatics offers tailor-made pricing plans and a custom quote rather than published plan prices.

    “We offer tailor-made pricing plans for law firms of all sizes — so you pay only for what you need. Help us get to know you better for a custom quote.”

    lawmatics.com/pricing · checked November 7, 2026

30. [30]

    No dollar price for the Essential, Premium or Enterprise plans appears on lawmatics.com.

    Not publicly disclosed on the pages checked.

    lawmatics.com/pricing · checked November 7, 2026

31. [31]

    Merlin Qualify and Merlin Engage carry outcome-based pricing and Merlin Copilot user-based pricing, with no amounts published. The AI features are add-ons for an additional fee.

    “Outcome-based pricing”

    lawmatics.com/pricing · checked November 7, 2026

32. [32]

    Subscriptions renew automatically for a term equal to the initial term unless written non-renewal notice is received at least 30 days before the term ends.

    “Subscriptions automatically renew at the end of each Term for a Renewal Term equal in length to the Initial Service Term”

    lawmatics.com/terms-of-use · checked November 7, 2026

33. [33]

    Clio Grow responds to inquiries, screens for fit and conflicts, books meetings and moves good-fit leads to clients around the clock.

    “Clio Grow responds to inquiries, screens for fit and conflicts, books consultations, and turns good-fit leads into clients, 24/7.”

    clio.com/grow · checked November 7, 2026

34. [34]

    Clio Grow includes legal CRM capabilities, including contact records, lead sources, pipeline stages, communications, assignments and reporting.

    “Clio Grow includes legal CRM capabilities such as contact records, lead sources, pipeline stages, communications, assignments, and reporting.”

    clio.com/grow · checked November 7, 2026

35. [35]

    When a lead becomes a client, everything they shared carries into the rest of Clio.

    “When a lead becomes a client, everything they've shared carries into the rest of Clio.”

    clio.com/grow · checked November 7, 2026

36. [36]

    Grow AI responds after hours, screens leads for fit and conflicts, books qualified prospects into an appointment and nurtures past clients.

    “AI client acquisition responds after hours, screens leads for fit and conflicts, books qualified prospects into an appointment, and nurtures them long after the case is closed.”

    clio.com/grow · checked November 7, 2026

37. [37]

    Where configured, Clio's legal AI can answer a prospective-client call, collect information, explain the next step and schedule a meeting.

    “can answer a prospective-client call, collect initial information, explain the next step, and schedule a consultation”

    clio.com/grow · checked November 7, 2026

38. [38]

    Fee agreements can be sent for e-signature and payment collected online from Clio Grow.

    “Send fee agreements for e-signature and collect payment online.”

    clio.com/grow · checked November 7, 2026

39. [39]

    Grow AI scores each inquiry against the firm's past successful cases so the leads that fit come first.

    “Each inquiry is scored against your firm's past successful cases, so the leads that fit come first.”

    clio.com/customers-grow-ai · checked November 7, 2026

40. [40]

    Clio’s pages describe Google Local Services Ads that the firm sets up and runs itself inside Clio Grow (cg-rc-009). They don’t describe Clio managing Google Ads, Local Services Ads or Meta campaigns, pay-per-click management or SEO services.

    Not publicly disclosed on the pages checked.

    clio.com/grow · checked November 7, 2026

41. [41]

    Inside Clio Grow, the firm signs up for Google Local Services Ads and sets up, runs and measures its own campaigns. Google bills the firm directly.

    “set up and run ad campaigns, capture new leads, and measure campaign performance, all within Clio Grow”

    help.clio.com/hc/en-us/articles/17588487065627 · checked November 8, 2026

42. [42]

    After the initial term, subscriptions renew automatically for successive terms of the same length until cancelled.

    “After the initial term, your subscription will automatically renew for successive terms equal in length to your initial term, until cancelled in accordance with this Agreement.”

    clio.com/tos · checked November 7, 2026

43. [43]

    Cancelling within a term makes the unpaid balance for the remainder of the term due immediately.

    “the entire unpaid balance of all amounts owing for the remainder of the applicable term will immediately be due and payable”

    clio.com/tos · checked November 7, 2026

44. [44]

    Clio doesn’t publish a price for Clio Grow. On Core and Signature, Grow’s intake features show “Contact sales for pricing”, and the Grow add-on card offers only a “Get pricing” button.

    “Contact sales for pricing”

    clio.com/pricing · checked November 8, 2026

45. [45]

    Grow AI is priced per hired matter, $25, with a monthly cap the firm can set.

    “Cost-per-hired-matter pricing means you only pay when you close business ($25 per hired matter). You can also set a monthly cap to stay on budget”

    clio.com/customers-grow-ai · checked November 7, 2026

46. [46]

    The initial subscription term is set in the order document; the terms of service do not state its length.

    “The initial term of your subscription shall be as set forth in your Order Document.”

    clio.com/tos · checked November 7, 2026

47. [47]

    Managed Ads is done-for-you marketing with advertising, landing pages and attribution from ad click to signed client.

    “Done-for-you marketing with AI-assisted advertising, landing pages, intake, and full attribution from ad click to signed client.”

    superpractice.com/pricing · checked November 7, 2026

48. [48]

    Superpractice describes itself as one client acquisition operating system, run by AI and experts.

    “One client acquisition operating system, run by AI and experts.”

    superpractice.com · checked November 8, 2026

49. [49]

    Every Managed Ads plan includes Superpractice’s CRM and client acquisition platform.

    “Superpractice AI-native CRM + client-acquisition platform”

    superpractice.com/pricing · checked November 7, 2026

50. [50]

    Superpractice’s AI agents work alongside the firm’s team, calling, texting and emailing toward the goals the firm sets.

    “They call, text, email, and follow up toward your goals”

    superpractice.com/features/procedures · checked November 7, 2026

51. [51]

    Rainmaker shows every channel with its spend, the revenue it produced and what each signed client cost, by sub-practice area.

    “Every channel with its spend, the revenue it produced, and what each signed client cost, broken down by sub-practice area.”

    superpractice.com/features/rainmaker · checked November 7, 2026

52. [52]

    Every signed client is traced back to the original source.

    “Every signed client, traced back to the original source”

    superpractice.com/features/attribution · checked November 7, 2026

53. [53]

    Average matter value, lead-to-client rate and cost per signed client are recalculated when a matter signs, with no spreadsheet.

    “Average matter value, lead-to-client rate, and cost per signed client, always current, never in a spreadsheet.”

    superpractice.com/features/rainmaker · checked November 7, 2026

54. [54]

    A Superpractice skill is a written procedure in the firm’s own words that its AI assistants follow.

    “A skill is a written procedure your firm's assistants follow: when to use it, the steps in order, and what never to do, in your firm's own words.”

    docs.superpractice.com/skills · checked November 8, 2026

55. [55]

    A skill can be used by the assistant, the executive assistant, voice agents, procedures and connected AI tools, as the firm chooses.

    “Once a skill is published, it is used wherever you choose”

    docs.superpractice.com/skills · checked November 8, 2026

56. [56]

    Superpractice’s MCP server connects Claude, ChatGPT, Claude Code, Codex, Cursor and other MCP clients to the firm’s data, scoped to the firm.

    “CLI tools (Claude Code, Codex) authenticate with an API key instead.”

    docs.superpractice.com/mcp · checked November 8, 2026

57. [57]

    Superpractice makes commercials and video ads for the firm starring the attorney’s AI avatar, with no shoot.

    “Commercials and video ads for your firm, starring your AI avatar that looks like you and speaks like you. No shoot.”

    superpractice.com · checked November 7, 2026

58. [58]

    The Platform on its own includes the CRM for firms that bring their own marketing, with unlimited seats and no platform fee or monthly minimum.

    “The CRM is included. For firms that bring their own marketing. Unlimited seats. There is no platform fee or monthly minimum”

    superpractice.com/pricing · checked November 7, 2026

59. [59]

    Superpractice sends client information to Clio directly and uses webhooks for tools like PracticePanther, MyCase and Filevine.

    “Send client information to Clio directly, or use webhooks for tools like PracticePanther, MyCase, and Filevine.”

    superpractice.com · checked November 7, 2026

60. [60]

    Superpractice plans are month-to-month, with no annual contract, exit fee or minimum term.

    “There is no annual contract, exit fee, or minimum term.”

    superpractice.com/pricing · checked November 7, 2026

61. [61]

    Managed Ads plans are $997, $2,500 and $4,000 a month; Scale adds 10% of ad spend over $10,000; ad spend is paid to the platforms separately.

    “Scale is $4,000/month plus 10% of ad spend over $10k.”

    superpractice.com/pricing · checked November 7, 2026

62. [62]

    Ad spend is separate and paid directly to the ad platforms.

    “Ad spend is separate and paid directly to the ad platforms”

    superpractice.com/pricing · checked November 7, 2026

63. [63]

    The Starter AI Voice Agents plan is $250 a month with 100 minutes included, and extra minutes cost $2.00 each.

    “| Starter | $250/mo | 100 minutes | $2.00/min |”

    superpractice.com/pricing · checked November 9, 2026

64. [64]

    The Pro voice plan is $500 a month for 350 minutes ($1.50 a minute overage) and Scale is $1,000 a month for 750 minutes ($1.25 a minute).

    “| Pro | $500/mo | 350 minutes | $1.50/min | ... | Scale | $1000/mo | 750 minutes | $1.25/min |”

    superpractice.com/pricing · checked November 7, 2026

65. [65]

    Scorpion’s law firm page says its offering is a tailored marketing strategy that includes website development, SEO, AI search, digital advertising, Local Services Ads and intake.

    “create a tailored marketing strategy specifically for your firm that includes website development, SEO, AI search, digital advertising, LSAs, and intake”

    scorpion.co/law-firms · checked November 7, 2026

66. [66]

    Scorpion states it works with Clio, Filevine, Lawmatics and more, and its legal partnerships page lists Clio, Filevine and LeadDocket as integrations.

    “We work seamlessly with Clio, Filevine, Lawmatics, and more, so your leads, intake, and marketing all work together effortlessly.”

    scorpion.co/personal-injury/insights/faq · checked November 7, 2026

67. [67]

    Scorpion states it is Clio’s sole preferred marketing services partner, with an integration that sends Scorpion leads into Clio Grow.

    “Scorpion is Clio’s sole preferred marketing services partner”

    scorpion.co/about-us/partnerships/clio · checked November 7, 2026

68. [68]

    Scorpion states each law firm client has a dedicated account manager and team who keep the firm updated.

    “You’ll have a dedicated account manager and team to handle everything and keep you updated.”

    scorpion.co/law-firms · checked November 7, 2026

69. [69]

    Scorpion states Convert AI answers calls, collects case details and books consultations automatically around the clock.

    “Scorpion’s Convert AI answers calls, collect case details, and book consultations automatically around the clock.”

    scorpion.co/law-firms · checked November 7, 2026

70. [70]

    Convert’s Messaging Assistant responds to missed calls, texts, website chats, Facebook messages, LSA leads and contact forms around the clock, and texts leads who do not convert right away.

    “Messaging Assistant instantly responds to missed calls, texts, website chats, Facebook messages, LSA leads, and contact forms, 24/7. ... Text leads who don’t convert right away”

    scorpion.co/law-firms/marketing-solutions/convert · checked November 7, 2026

71. [71]

    Every inbound lead is scored immediately for quality and potential case value.

    “Every inbound lead is scored immediately for quality and potential case value. Your team focuses on the best potential clients. Nothing gets missed.”

    scorpion.co/law-firms · checked November 7, 2026

72. [72]

    Scorpion states it connects marketing channels to signed cases and revenue, reporting case value by source, cost per signed client and attributed revenue.

    “Connect every marketing channel to signed cases and revenue. Know case value by source, cost per signed client, and attributed revenue.”

    scorpion.co/law-firms · checked November 7, 2026

73. [73]

    Scorpion states it caters to several industries, including home services, legal, franchise and healthcare.

    “Scorpion caters to several leading industries, including home services, legal, franchise, healthcare and more.”

    scorpion.co/about-us/partnerships · checked November 7, 2026

74. [74]

    Scorpion’s pages publish no prices for any service, product or plan.

    Not publicly disclosed on the pages checked.

    scorpion.co/sitemap.xml · checked November 7, 2026

75. [75]

    Scorpion typically requires a 12-month contract for its marketing technology and certain services such as SEO.

    “Scorpion typically requires a 12-month contract for our marketing technology and certain marketing services like search engine optimization (SEO).”

    scorpion.co/faq · checked November 7, 2026

76. [76]

    On leaving after fulfilling the contract, the client receives static site files, design assets and content, and must rebuild the site on another content management system.

    “You’ll need to work with another vendor to rebuild your website on a content management system of your choosing”

    scorpion.co/faq · checked November 7, 2026

77. [77]

    Scorpion’s pages do not state how often a law firm meets the people running its marketing.

    Not publicly disclosed on the pages checked.

    scorpion.co/sitemap.xml · checked November 7, 2026

78. [78]

    Scorpion’s FAQ says the investment depends on the client’s business goals, across marketing technology, marketing services and digital advertising.

    “The investment you decide to make with Scorpion depends on your business goals.”

    scorpion.co/faq · checked November 7, 2026

79. [79]

    Scorpion states digital advertising services such as Google Ads, LSAs and Meta are typically month-to-month.

    “Digital advertising services like Google Ads, LSAs, Meta, etc. are typically month-to-month terms.”

    scorpion.co/faq · checked November 7, 2026

80. [80]

    Intaker’s website chat schedules meetings, connects calls and signs clients inside the chat.

    “Intaker drives real action: schedule meetings, connect calls, and sign clients in chat.”

    intaker.com/home · checked November 7, 2026

81. [81]

    Intaker names three AI agents on its homepage. Arthur for LSA messages, Owen for follow-up calls and Jane for SMS lead capture.

    “Arthur Respond fast on LSA Owen Drive more calls Jane Capture more leads”

    intaker.com/home · checked November 7, 2026

82. [82]

    Intaker’s pages do not describe cost per signed client, ad spend reconciliation or attribution from a specific ad to a signed client as a product report.

    Not publicly disclosed on the pages checked.

    intaker.com/home · checked November 7, 2026

83. [83]

    Intaker’s partner page lists Clio, MyCase, Filevine, Lead Docket, Litify, Salesforce and Zapier among its featured partners.

    “Featured partners Clio MyCase Filevine Lead Docket Litify Salesforce Zapier”

    intaker.com/home/partnerships.html · checked November 7, 2026

84. [84]

    Intaker’s Ivy, Faye and Wes agents qualify leads from Instagram, Facebook and WhatsApp within seconds, day or night.

    “Faye on Facebook, Wes on WhatsApp qualify injury claims in under 10 seconds, day or night.”

    intaker.com/home/personal-injury.html · checked November 7, 2026

85. [85]

    When a high-intent lead qualifies, Intaker drafts, routes and delivers the firm’s retainer for e-signature.

    “Intaker drafts, routes, and delivers your retainer for e-sign in seconds.”

    intaker.com/home/personal-injury.html · checked November 7, 2026

86. [86]

    Live Call Connect rings the firm’s intake team when a lead qualifies and texts back missed calls.

    “Live Call Connect rings your intake team the second an injured caller qualifies—and auto-texts every missed accident call back.”

    intaker.com/home/personal-injury.html · checked November 7, 2026

87. [87]

    Intaker’s Communications Hub unifies chat, text, email, calls and tasks in one inbox.

    “Unify team communication across chat, text, email, calls, and tasks”

    intaker.com/home/products/communications-hub.html · checked November 7, 2026

88. [88]

    Intaker’s pages do not describe an AI voice agent or AI receptionist that answers inbound phone calls and asks intake questions by voice.

    Not publicly disclosed on the pages checked.

    intaker.com/home · checked November 7, 2026

89. [89]

    Intaker plans carry a unique visitor limit; when it is exceeded, new leads are locked until the plan is upgraded.

    “your leads will be locked in Intaker once the limit is exceeded (visible but not accessible in detail)”

    help.intaker.com/article/understanding-usage-and-visitor-limits · checked November 7, 2026

90. [90]

    Intaker also markets the same platform to home service companies and all local businesses, so it is not legal-only.

    “from one platform built to convert for local businesses”

    intaker.com/home/all-industries.html · checked November 7, 2026

91. [91]

    Intaker does not publish a pricing page or current plan prices on its product pages.

    Not publicly disclosed on the pages checked.

    intaker.com/home · checked November 7, 2026

92. [92]

    A January 2023 Intaker blog post states an $80 starter plan for small and solo firms.

    “Intaker offers an $80 starter plan for small and solo firms”

    blog.intaker.com/blog/live-chat-for-law-firms-free-vs-paid · checked November 7, 2026

93. [93]

    Intaker’s terms state it charges attorneys a monthly subscription fee for its software.

    “Intaker charges an attorney a monthly subscription fee in exchange for use of its software.”

    intaker.com/home/terms.html · checked November 7, 2026

94. [94]

    Intaker’s terms state no refunds for unused services or early termination of a subscription period.

    “No refunds will be given for any unused Services or any early termination of the Subscription Period.”

    intaker.com/home/terms.html · checked November 7, 2026

95. [95]

    Intaker’s pages do not state a minimum contract term, an annual commitment or a cancellation notice period.

    Not publicly disclosed on the pages checked.

    intaker.com/home/terms.html · checked November 7, 2026

96. [96]

    The AI Receptionist is described as screening callers by matter type, booking into the case management system and following up.

    “Screen every caller by matter type, book consults into your case management system, and follow up before any of your competitors.”

    smith.ai/ai-receptionist · checked November 7, 2026

97. [97]

    Smith.ai integrates natively with Clio, MyCase, Lawmatics and Filevine.

    “We integrate natively with Clio, MyCase, Lawmatics, Filevine”

    smith.ai/receptionists · checked November 7, 2026

98. [98]

    Smith.ai’s pages describe pushing call data into the CRM the firm already uses and a Smith.ai call dashboard; they do not describe a CRM of Smith.ai’s own in which the firm works its leads.

    Not publicly disclosed on the pages checked.

    smith.ai · checked November 7, 2026

99. [99]

    Calls on Virtual Receptionist plans are answered by a real person 24/7, guided in real time by Smith.ai’s AI.

    “All calls on our Virtual Receptionist plans are answered by a real person, 24/7, guided in real time by proprietary AI”

    smith.ai/receptionists · checked November 7, 2026

100. [100]

     Smith.ai’s Hybrid option has AI handle some call types and live agents the rest, with the firm choosing the mix.

     “AI handles certain call types, and Smith.ai Live Agents handle the rest. You pick the mix.”

     smith.ai/hybrid-ai-human-receptionists · checked November 7, 2026

101. [101]

     Smith.ai states its receptionists never give legal advice and that many are former paralegals or court staff.

     “Our receptionists never provide legal advice or interpret a caller’s matter — many are former paralegals or court staff”

     smith.ai/receptionists · checked November 7, 2026

102. [102]

     Conflict checks are a $0.50 per-call add-on in which receptionists check new leads for conflicts of interest.

     “Conflict checks $0.50 Our receptionists can check new leads for conflicts of interest.”

     smith.ai/pricing/receptionists · checked November 7, 2026

103. [103]

     Booking appointments on the firm’s calendar is a $1.50 per-call add-on on Virtual Receptionist plans.

     “Book appointments $1.50 We’ll schedule meetings directly on your calendar.”

     smith.ai/pricing/receptionists · checked November 7, 2026

104. [104]

     Smith.ai’s pages do not describe attribution that traces a signed client or case back to the ad or marketing source that produced the call.

     Not publicly disclosed on the pages checked.

     smith.ai · checked November 7, 2026

105. [105]

     Smith.ai’s terms state subscriber information is jointly owned by Smith.ai and the firm, so Smith.ai can store it on its servers to provide the service.

     “All Subscriber Information is jointly owned by Smith and you. Smith retains this joint ownership solely so that it has the right to store the information”

     smith.ai/receptionists/terms · checked November 7, 2026

106. [106]

     The AI Receptionist pricing page lists Free at $0 for 25 calls a month ($3.00 a call after), Pro at $150 a month ($2.00 a call) and Enterprise at $500 a month ($1.67 a call).

     “$0 mo 25 calls/mo ($3.00/call after that) ... $150 /mo $2.00/call (~2–3 calls/day) ... $500 /mo $1.67/call (~10 calls/day)”

     smith.ai/pricing/ai-receptionist · checked November 9, 2026

107. [107]

     Several Smith.ai blog posts state AI Receptionist plans start at $500 a month billed annually.

     “Smith.ai's virtual receptionist plans start around $300/month, with AI receptionist plans starting at $500/month billed annually.”

     smith.ai/blog/5-reasons-to-invest-in-an-answering-service-for-your-law-firm · checked November 9, 2026

108. [108]

     Smith.ai offers a 30-day money-back guarantee on receptionist and chat plans, refunding the plan and add-ons up to $1,000, excluding overage.

     “You’ll get a full refund of your plan and any add-on services, regardless of how many calls or chats you have used, up to $1,000.”

     smith.ai/how-it-works/easy-as-1-2-3 · checked November 9, 2026

109. [109]

     Smith.ai’s receptionist terms state all payments are non-refundable.

     “All payments are non-refundable.”

     smith.ai/receptionists/terms · checked November 9, 2026

110. [110]

     Virtual Receptionist plans are $300 a month for 30 calls, $810 for 90 calls and $2,100 for 300 calls, with per-call overage.

     “30 calls $300 / month ... 90 calls $810 / month ... 300 calls $2,100 / month”

     smith.ai/pricing/receptionists · checked November 7, 2026

111. [111]

     Virtual Receptionist plans are month-to-month, billed through the end of the current cycle on cancellation, with a 10% discount for a 12-month subscription.

     “Smith is a month-to-month service. This means there aren't any long term contracts. ... We offer a 10% discount for subscribing for 12 months.”

     smith.ai/pricing/receptionists · checked November 7, 2026

112. [112]

     The AI Receptionist is month-to-month with no long-term contract, and cancellation needs 30 days’ notice.

     “AI Receptionist is a month-to-month service. ... If you ever cancel, we need 30 days' notice, and then you're done.”

     smith.ai/pricing/ai-receptionist · checked November 7, 2026

113. [113]

     The AI Receptionist has a free tier of 25 live calls a month, every month.

     “25 live calls / month, free every month”

     smith.ai/ai-receptionist · checked November 7, 2026

114. [114]

     The subscription term is whatever the firm’s Sales Order states.

     “means the applicable subscription term set forth in Subscriber's Sales Order”

     leaddocket.com/subscription-agreement · checked November 9, 2026

115. [115]

     Filevine is not obliged to store uploaded data files more than 30 days after the agreement ends.

     “Filevine shall not be obligated to store any Uploaded Data Files for more than thirty (30) days following the expiration or termination of this Agreement”

     leaddocket.com/subscription-agreement · checked November 9, 2026

116. [116]

     Advanced lead reporting exports granular data, down to word values in text fields.

     “Now with advanced lead reporting, you can export granular data”

     leaddocket.com/features · checked November 7, 2026

117. [117]

     When a firm moves from another agency, Superpractice migrates active campaigns, configures attribution and sets up intake routing.

     “We migrate your active campaigns, configure attribution, and set up intake routing so nothing drops during the handoff.”

     superpractice.com/pricing · checked November 7, 2026

118. [118]

     Superpractice says most firms moving from another agency are fully live within 5 business days.

     “Most firms are fully live within 5 business days.”

     superpractice.com/pricing · checked November 7, 2026

119. [119]

     Superpractice imports a firm’s existing leads and contacts at no extra cost.

     “We also import your existing leads and contacts at no extra cost.”

     superpractice.com/pricing · checked November 9, 2026

120. [120]

     Superpractice works in the firm’s own Google Ads accounts. Its AI’s changes reach only those connected accounts.

     “Changes only ever reach your firm's own connected Google Ads accounts.”

     docs.superpractice.com/google-ads · checked November 8, 2026

121. [121]

     A firm can cancel at any time and Superpractice winds down the campaigns.

     “You can cancel anytime, and we will wind down your campaigns cleanly.”

     superpractice.com/pricing · checked November 7, 2026