Superpractice vs Lead Docket

Lead Docket is Filevine’s intake software. Superpractice runs your marketing. Its AI agents work alongside your team until the client signs. Then Filevine takes over.

Checked Nov 7, 2026136 citationsBy the Superpractice team
We compete with Lead DocketRead the disclosure
Superpractice publishes this comparison and competes with Lead Docket. Superpractice has no customer, partner or affiliate relationship with Lead Docket. Information about Lead Docket comes only from its own pages, cited by number and checked November 7, 2026. The verdict is our opinion, and we didn’t test Lead Docket.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.How we compare
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Ask your AI about this comparison

An attorney striding down a walnut hallway toward double doors, blurred by a slow shutter while the hallway stays sharp

The short answer

Superpracticeassessmenthow we judge
Choose Superpractice if you want
Choose Lead Docket if you want
  • A direct link to Filevine, Needles or CASEpeer1,2
  • ROI counted on settlements and fees, by marketing source3,4,5
  • Referral fees tracked on the cases you refer out6,7
  • First-meeting fees and retainers taken by payment link8

The tradeoffLead Docket organizes your intake and shows what marketing returned once you enter its cost. Superpractice is one system that runs the marketing, CRM and AI agents included, tying every dollar to signed clients. Pick the tool if your marketing works, the system if not.18,19,10,11,12,20,9

Your firm

Which one fits your firm?

Superpracticeassessmenthow we judge
AI and technology
Marketing and growth
Service and terms
Your resultSuperpracticeassessment
The differences

Where each company wins. Each point cites both companies.

  • Superpractice runs the marketing the leads come from.

    Managed Ads runs your ads and landing pages and traces each signed client to the ad click. Lead Docket captures leads from your sources and connects to your vendors. Its pages don’t describe running ads, SEO or websites.10,21,22,23,24

    Explore client acquisition→

  • AI agents and voice agents work each lead, alongside your team.

    Superpractice’s voice agents answer 24/7, and its AI agents call, text and email toward a booked meeting. LeadsAI summarizes each case and predicts its odds. Lead Docket’s pages don’t describe agents that answer calls or book.25,12,26,27,28,29,30

    Explore Procedures→

  • Superpractice matches marketing spend to signed clients. Lead Docket asks you to enter it.

    Lead Docket has you enter your spend, then measures revenue by source. Superpractice traces each signed client from the ad click. Rainmaker shows each channel’s spend, revenue and cost per signed client, with no spreadsheet.19,31,32,33,14,15

    Explore Rainmaker→

  • Superpractice publishes its prices and its terms.

    Managed Ads plans are $997, $2,500 or $4,000 a month, with no annual contract. Lead Docket’s pricing page offers a custom quote. Its linked agreement renews a year at a time unless your order says otherwise.16,17,34,35,36

    See Superpractice pricing→

  • Build on Superpractice, and use it in any AI tool.

    Superpractice skills guide every agent, and any AI tool that speaks MCP can use them with your data. Lead Docket lets you write prompts for its AI summaries, and its pages don’t describe MCP access.37,38,39,40,41,42,43,44,45

    How skills work (opens in a new tab)
Services

What you get from each company.

Which jobs Superpractice and Lead Docket state they cover
JobSuperpracticeLead Docket
Paid search, Meta and Local Services Ads managementOffered[66]Not publicly disclosed[24]
SEO and contentOffered[67]Not publicly disclosed[68]
AI search visibilityOffered[69]Not publicly disclosed[68]
Websites and landing pagesOffered[21][70]Not publicly disclosed[24]
Intake forms and scriptsOffered[71][10]Offered[55]
Automated follow-up by text and emailOffered[12][72]Offered[63][73]
AI agents that call leads and book meetings alongside your teamOffered[12][71]Not publicly disclosed[30]
AI voice agentsOffered[74][75]Not publicly disclosed[29]
Booking pages and calendar syncOffered[76][77]Offered[78]
Lead tracking and CRMOffered[11]Offered[79]
Case management hand-offOffered[47]Offered[2]
Marketing ROI by sourceOffered[14][80]Offered[19][31]
Reports and dashboardsOffered[81]Offered[82]
Retainer and fee paymentsOffered[52]Offered[8]
OfferedNot offeredNot publicly disclosedCould not confirm from public pages

Each number links to its source below. Not publicly disclosed means the company’s website doesn’t say. Could not confirm means its public pages don’t settle the point. Neither one means the company doesn’t do it.

AI

Where each company puts AI to work.

Which jobs Superpractice and Lead Docket state they cover
JobSuperpracticeLead Docket
AI agents that call, text and email a lead toward a booked meetingOffered[12][26]Not publicly disclosed[30][83]
AI voice agents answering inbound calls 24/7Offered[74][25]Not publicly disclosed[29]
AI lead scoring on every contactOffered[84]Offered[85][28]
A daily AI audit of the Google Ads accountOffered[86]Not publicly disclosed[87]
AI revenue forecasting from the firm’s pipeline historyOffered[88][89]Not publicly disclosed[90]
An AI executive assistant for the attorneyOfferedBeta[91]Not publicly disclosed[87]
AI meeting intelligence on the firm’s sales meetingsOffered[92]Not publicly disclosed[90]
AI-made video with the attorney’s avatarOffered[93][94]Not publicly disclosed[87]
AI search visibility work for the firm’s pagesOffered[69]Not publicly disclosed[68]
Skills written by the firm that the AI followsOffered[37][39]Offered[43][95]
The firm’s skills and data in ChatGPT, Claude, Claude Code or CodexOffered[42][96][40][41]Not publicly disclosed[44]
Calling minutes and texts included each monthOffered[72]Offered[97]
OfferedNot offeredNot publicly disclosedCould not confirm from public pagesBetaBeta means an early version, not yet open to every firm.

Each number links to its source below. Not publicly disclosed means the company’s website doesn’t say. Could not confirm means its public pages don’t settle the point. Neither one means the company doesn’t do it.

SuperpracticeassessmentSuperpractice is the more AI-native option here. Both score leads and follow instructions you write, and LeadsAI predicts case success. Superpractice adds AI agents, voice agents and AI avatar video ads, and plugs into any AI tool. It offers all twelve capabilities compared and Lead Docket three.85,28,84,71,12,25,86,88,89,92,69,72,42,96,37,40,41,30,29,90,68,87,43,97,44,98,9

Details

How Superpractice and Lead Docket compare, point by point.

Superpractice and Lead Docket compared criterion by criterion, from each company’s own pages
CriterionSuperpracticeLead Docket
Category and scopeA law firm growth company that runs your marketing. It also sells websites, SEO and AI Voice Agents.[10][99]AI intake software from Filevine for the leads your marketing brings. Its pages don’t describe marketing services.[100][101][22][24]
Service modelSuperpractice runs the marketing, and AI agents work alongside your team to book meetings and follow up through signed engagement.[102]Software your team sets up and runs, with intake forms, task flows and lead tracking in one place.[18][79]
Conversion and intakeBooking pages and a shared inbox. AI agents reply to, log and follow up every lead alongside your team, and your team takes the calls.[76][103][104]Custom intake scripts, automated messages and triggered emails and tasks. Clients pay retainers by payment link. Its pages don’t describe answering calls.[55][63][73][8][29]
AI agents alongside your teamAI agents call, text and email toward a booked meeting within your approvals. Your firm’s skills guide them and work in any AI tool that speaks MCP.[12][26][105][37][40][41]LeadsAI assesses, summarizes and ranks leads, and automations follow up by message. Its pages don’t describe agents that call leads or book meetings.[85][27][83][30]
AI voice agentsVoice agents answer 24/7 and call new leads in seconds. Built on the latest voice models, they pace naturally and handle interruptions.[25][13]Lead Docket’s pages do not describe this[29]
CRM, platform and integrationsIts own CRM, with lead scoring and MCP access. Clio connects directly, and Filevine, MyCase and PracticePanther by webhook. The Clio assistant lets your Claude or ChatGPT work in Clio.[11][84][42][47][106]Tracks each lead to conversion and syncs signed cases to Filevine as new projects. Connects to call tracking, Zapier and answering services, and builds missing integrations.[79][2][60][61]
AttributionEvery signed client traced from the ad click across 48 channels. Rainmaker shows each channel’s spend, revenue and cost per signed client.[107][108][33][14]You enter your marketing spend, then it measures revenue by source and conversion rates. With Filevine, settlements and fees feed ROI. Its pages don’t describe importing ad spend.[19][31][5][32]
ReportingReal-time dashboards, with AI performance reports monthly on Launch and Momentum and weekly on Scale. Revenue forecasting on Scale.[81][88]Revenue by source, lead volume and referral fees, with detailed data export. Reports can run on a schedule, and its pages don’t describe forecasting.[109][82][110][90]
AI search visibilityCounts the leads and revenue that come from ChatGPT, Perplexity, Gemini and Claude. SEO + AI Search plans work on your pages for AI answers.[111][69]Lead Docket’s pages do not describe this[68]
Data and asset ownershipA website is yours after 12 paid months or a buyout, and SEO articles are yours on delivery. Google Ads run in your own accounts.[112][113][114]Filevine has no ownership of your uploaded files. Ask within 20 days of exit to get them back at your cost. They aren’t kept past 30 days.[62][115][116]
Onboarding and setupMoves your active campaigns and sets up attribution and intake routing. Most firms are live within 5 business days. Your existing leads and contacts are imported at no extra cost.[117][118][119]You name two contacts for setup and move data from your old provider yourself. Support is weekday email and chat, 7am to 6pm Mountain. Setup time isn’t stated.[120][121][122][123]
Pricing and termsPlans are $997, $2,500 or $4,000 a month, with no annual contract or exit fee. Scale adds 10% of ad spend over $10,000. Voice agents $250 to $1,000 a month.[124][16][17][75]A custom quote, billed per user, and LeadsAI costs extra. Terms renew yearly if your order is silent, and leaving early doesn’t end the fees. Prices can rise at renewal.[34][125][126][65][127][35][36][128][129]
Best-fit customerPlans for solo attorneys starting out, established firms new to marketing and firms ready to own their market.[130][131][132]Law firms working their own leads. Its 23 built-in case types cover most practice areas, and it states no firm size.[133][134][135]
What a click costs

What does a click cost in your practice?

Personal injury is shown because Lead Docket files its customer stories there. These are Superpractice’s own dated Google Ads estimates from its practice guides, for the market your leads come from.
Show the table
Average cost per click for each practice’s highest-volume search, October 2026
PracticeSearchAvg. cost per click
Personal injurycar accident lawyer near me$205
Nursing home abusenursing home abuse lawyer$143
Workers’ compensationworkers compensation lawyer$104
Property insuranceinsurance claim lawyer$102
DUIdui lawyer near me$67
Criminal defensecriminal lawyer near me$53
Medical malpracticemedical malpractice lawyer near me$42
Intellectual propertypatent attorney$39
Social Security disabilityssdi lawyers near me$36
Taxtax attorney near me$35
Lemon lawlemon law$33
Family lawfamily law attorney$29
Divorcedivorce attorney$28
Employment lawemployment lawyer near me$27
Business lawbusiness attorney near me$24
Bankruptcychapter 7$13
Immigrationimmigration lawyer near me$13
Real estatereal estate attorney$13
Mass tortozempic lawsuit$12
Elder lawelder law attorney$10
Estate planningestate planning attorney near me$7
Superpractice data. Google Ads keyword estimates for each practice’s highest-volume search, US national averages, collected October 2026. Each practice links to its guide.

What changes if you switch between them?

Both cover intake and source tracking, so you’d move the lead records and follow-up routines and keep Filevine either way. Read the agreement linked from Lead Docket’s site before giving notice, and confirm which document governs your order.

What should you ask before you choose either one?

How does each product know what a campaign cost?

Ask whether your team types in the spend or it comes from the ad platforms. Ask how often it updates and who matches it to signed clients.

Who runs the marketing that fills the intake queue?

Lead Docket organizes the leads your marketing brings. Ask what your agency will still own, and how its reports and your intake tool will agree on source.

What happens to a lead at 9pm?

Ask what is automated, what is AI and what your team must do. Ask whether anyone answers the phone. Neither company makes engagement decisions for you.

What is the term, and what does leaving cost?

Get the order, renewal, notice and early-exit terms in writing. Include what you’d owe for the months left on a term.

Where does a signed case end up, and how does it get there?

Ask what moves into Filevine or your case system, when and in what format. Ask what stays behind.

Who owns the data, and how does it leave?

Ask for the export format, the cost and how long data is kept after you leave. Ask who owns the ad accounts and tracking numbers.

How did we compare them?

We read each company’s current pages and recorded the information on them with its source, date and exact wording. Then we compared them on the same criteria we use for every page. The full method is on how we compare. Reviewed by the Superpractice team.

Limitations

  • Built only from each company’s public pages on the date shown. We didn’t test Lead Docket, and Superpractice has no customer, partner or affiliate relationship with Lead Docket or Filevine.
  • Superpractice publishes this page and competes with Lead Docket on intake and attribution.
  • Lead Docket’s posted agreement is written for Filevine and defers to each Sales Order, so your order may differ.
  • Results Lead Docket reports about its customers aren’t shown, and neither are third-party reviews. Superpractice’s own results appear with their disclaimer and are never set against another company’s.
  • Products, prices and terms change. Where Lead Docket doesn’t publish a detail, the page says so rather than guessing.
  • Company names and trademarks belong to their owners. Naming a company here doesn’t mean it endorses Superpractice or is affiliated with it.

Change log

  • First draft for review.
  • Credited Lead Docket’s Calendly scheduling, the prompts firms write for its AI, scheduled reports, per-user billing and the texts and minutes each phone number includes.
  • Added Superpractice skills, MCP access for Claude Code and Codex, and the Clio assistant. Searched Lead Docket’s pages for skills a firm writes for its AI. Added Superpractice’s one-system design.
  • The fit rows now list only real differences, balanced by side.
  • The differences section now shows where each company wins, with the same number of points for each.
  • The verdict cards now name only real differences, with the same number for each company.

Corrections

Spot an error? 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.

Cite this comparison

Superpractice team. Superpractice vs Lead Docket (2026). Last checked November 7, 2026. https://superpractice.com/compare/superpractice-vs-lead-docket
Markdown version for AI tools ↗

Built only from each company’s own public pages, with every source linked.

Sources

136 citations, each from the named company’s own page, with the words it rests on and the date we checked it.

  1. [1]

    Lead Docket connects directly to Filevine and other case management systems, including PracticePanther, Needles, CASEpeer, Trialworks and Clio.

    “Lead Docket has direct integrations with Filevine and several other case management systems”

    support.leaddocket.com/hc/en-us/articles/4414933758619 · checked November 9, 2026

  2. [2]

    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

  3. [3]

    On a closed lead, the firm records the settlement, the fee it kept, expenses and referral fees paid.

    “Total fee retained by the firm ... Total settlement amount”

    support.leaddocket.com/hc/en-us/articles/360045303072 · checked November 9, 2026

  4. [4]

    Lead Docket’s Fees Report filters the fees a firm earned by marketing source, case type and attorney.

    “The Fees Report allows you to filter fees based on various criteria ... Marketing Source - Filter by marketing source”

    support.leaddocket.com/hc/en-us/articles/360045720051 · checked November 9, 2026

  5. [5]

    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

  6. [6]

    A firm can refer a new lead to another firm from Lead Docket and track it for a referral fee if it becomes a case.

    “You want to receive referral fees if the lead turns into a case”

    support.leaddocket.com/hc/en-us/articles/360045900291 · checked November 9, 2026

  7. [7]

    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

  8. [8]

    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

  9. [9]

    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

  10. [10]

    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

  11. [11]

    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

  12. [12]

    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

  13. [13]

    Superpractice’s voice agents are built on the latest voice models, with natural pacing and real interruption handling.

    “Built on the latest voice models with natural pacing and real interruption handling. Most callers never realize they were not talking to a person.”

    superpractice.com/features/ai-voice-agents · checked November 7, 2026

  14. [14]

    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

  15. [15]

    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

  16. [16]

    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

  17. [17]

    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

  18. [18]

    Lead Docket is software the firm configures and runs: intake forms, task flows, lead tracking and marketing management in one place.

    “Customize intake forms, automate task flows, track leads, and manage marketing efforts”

    leaddocket.com/features · checked November 7, 2026

  19. [19]

    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

  20. [20]

    Rainmaker reconciles every channel, campaign and dollar against signed clients into one return number.

    “Every channel, campaign, and dollar reconciled against signed clients, one honest return number.”

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

  21. [21]

    Every Managed Ads plan includes landing pages.

    “| High-converting landing pages | Yes | Yes | Yes |”

    superpractice.com/pricing · checked November 7, 2026

  22. [22]

    Lead Docket captures leads from the firm’s sources; the leads come from marketing it does not run.

    “Lead Docket automatically captures leads from all your sources, so no opportunity slips through the cracks.”

    leaddocket.com · checked November 7, 2026

  23. [23]

    Lead Docket integrates with call tracking numbers, website forms, answering services and case management software.

    “Lead Docket integrates with your call tracking numbers, website forms, answering services, case management software, and much more.”

    leaddocket.com/features · checked November 7, 2026

  24. [24]

    Lead Docket’s pages do not describe marketing services such as running ads, SEO or building websites.

    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

  25. [25]

    Voice agents pick up 24/7 and call new leads in seconds.

    “Agents pick up 24/7 and call new leads in seconds.”

    superpractice.com/features/ai-voice-agents · checked November 7, 2026

  26. [26]

    The firm chooses each goal, from a booked meeting to a signed engagement.

    “Choose what you want to happen, from a booked meeting to a signed engagement.”

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

  27. [27]

    LeadsAI summarizes the key facts of a case.

    “Evaluate cases faster with concise AI summarization of the key facts.”

    leaddocket.com/features · checked November 7, 2026

  28. [28]

    LeadsAI includes tools that predict the likelihood of case success.

    “take the guesswork out of case qualification with revolutionary tools predicting the likelihood of case success”

    leaddocket.com/features · checked November 7, 2026

  29. [29]

    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

  30. [30]

    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

  31. [31]

    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

  32. [32]

    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

  33. [33]

    Managed Ads plans include attribution from ad click to signed client.

    “full attribution from ad click to signed client”

    superpractice.com/pricing · checked November 7, 2026

  34. [34]

    Lead Docket does not publish prices; its pricing page offers a custom quote.

    “Get a Custom Quote Your firm is unique and so are your needs. That's why we'll help you identify a solution and price that is tailored”

    leaddocket.com/pricing · checked November 7, 2026

  35. [35]

    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

  36. [36]

    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

  37. [37]

    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

  38. [38]

    Superpractice can also provide skills of its own for a firm’s assistants to use.

    “Superpractice may provide some skills for your firm.”

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

  39. [39]

    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

  40. [40]

    A firm’s published skills can be listed and read by the AI tools it connects to Superpractice, where they appear as ready-made prompts.

    “can be listed and read, and show up as ready-made prompts”

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

  41. [41]

    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

  42. [42]

    Every Managed Ads plan includes MCP access.

    “| MCP access | Yes | Yes | Yes |”

    superpractice.com/pricing · checked November 7, 2026

  43. [43]

    Firms can write their own prompts for Lead Docket’s AI summaries.

    “View existing prompts or create your own custom prompts for AI summaries.”

    support.leaddocket.com/hc/en-us/articles/40887286480923 · checked November 8, 2026

  44. [44]

    Lead Docket’s pages do not describe MCP access or connecting the firm’s data to ChatGPT or Claude.

    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

  45. [45]

    Lead Docket’s help center doesn’t list an MCP server or a Claude connector.

    Not publicly disclosed on the pages checked.

    support.leaddocket.com/hc/en-us · checked November 8, 2026

  46. [46]

    Data transfers natively to Filevine, creating one client record without double entry.

    “Data natively transfers to Filevine, creating a unified client record and eliminating double entry.”

    leaddocket.com · checked November 7, 2026

  47. [47]

    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

  48. [48]

    Superpractice’s pages and docs name no connection to Litify, Salesforce, Smokeball, Needles or CASEpeer. It reaches case management tools like MyCase, Filevine and PracticePanther by webhook (sp-ld-004).

    Not publicly disclosed on the pages checked.

    superpractice.com/pricing · checked November 9, 2026

  49. [49]

    Superpractice’s pages and docs describe no settlement tracking. Revenue counts each matter’s value from its services and the cash collected through the firm’s processor.

    Not publicly disclosed on the pages checked.

    docs.superpractice.com/payments · checked November 9, 2026

  50. [50]

    Superpractice’s pages and docs describe no way to refer leads to other firms or track referral fees. Referral appears as an attribution channel, a link on another website.

    Not publicly disclosed on the pages checked.

    superpractice.com/features/attribution · checked November 9, 2026

  51. [51]

    Superpractice’s booking pages take no payment, and its docs describe no payment request outside a contract. A fee is paid when a client signs a contract that carries one (sp-cap-009).

    Not publicly disclosed on the pages checked.

    docs.superpractice.com/booking-event-types · checked November 9, 2026

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    When a contract carries a fee, an embedded checkout appears right after signing, and a signed and paid contract moves the matter to Retained.

    “an embedded checkout appears immediately after signing”

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

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    Lead Docket supports signing in through the firm’s Azure Active Directory account.

    “Azure Active Directory is a more secure way to log in to your Lead Docket account by authentication via your existing Azure account.”

    support.leaddocket.com/hc/en-us/articles/360045268432 · checked November 9, 2026

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    Superpractice’s pages and docs describe no single sign-on through Microsoft Azure or another identity provider.

    Not publicly disclosed on the pages checked.

    docs.superpractice.com/mcp · checked November 9, 2026

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    Custom intake scripts gather contact information and qualifying case fields.

    “Custom intake scripts give you the power to efficiently gather lead contact information and qualifying case fields for smooth intake conversion.”

    leaddocket.com/features · checked November 7, 2026

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    Intake forms connect with web chats and answering services.

    “Easily integrate with web chats and answering services, so your potential clients can have quick access to your intake form.”

    leaddocket.com/features · checked November 7, 2026

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    LeadsAI is Lead Docket’s AI feature set for capturing, prioritizing and optimizing intake.

    “Lead Docket with LeadsAI helps you capture every potential client, prioritize the best prospects, and optimize your intake process.”

    leaddocket.com · checked November 7, 2026

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    LeadsAI analyzes sentiment in client communication.

    “Analyze the sentiment in client communication to catch potential problem areas.”

    leaddocket.com/features · checked November 7, 2026

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    LeadsAI generates intake timelines.

    “Stay up to speed on all new developments with AI-generated intake timelines.”

    leaddocket.com/features · checked November 7, 2026

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    The integrator list names CallRail and CallTrackingMetrics among call tracking tools, plus Zapier, Google Ads, Facebook Lead Ads and many answering services.

    “CallRail Call Rail Form CallRuby CallTrackingMetrics”

    leaddocket.com/integrations · checked November 7, 2026

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    Lead Docket offers to build an integration a firm uses that is not on its list.

    “Don't see an integration your firm uses on this list? We may be able to create an integration for you.”

    leaddocket.com/integrations · checked November 7, 2026

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    The subscription agreement states Filevine claims no ownership of data files uploaded by the firm’s users.

    “Filevine does not claim any ownership rights to any Uploaded Data Files created by Authorized Users”

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

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    Automated messaging sends the firm’s messages to leads on a schedule.

    “Lead Docket's automated messaging ensures your client gets the right message at the right time.”

    leaddocket.com/features · checked November 7, 2026

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    Anyone at the firm who can see a skill can download it to use in other AI tools.

    “Anyone who can see a skill can download it, to use it in other AI tools.”

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

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    Lead Docket publishes no price, plan tier, setup fee or minimum. It bills per licensed user (ld-rc-008), with no per-user price shown.

    Not publicly disclosed on the pages checked.

    leaddocket.com/pricing leaddocket.com/subscription-agreement · checked November 7, 2026

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    Managed Ads plans cover Google Ads, Meta Ads, Local Services Ads and OpenAI Ads, with one channel on Launch and all four from Momentum.

    “Google Ads, Meta Ads, LSAs, OpenAI Ads”

    superpractice.com/pricing · checked November 7, 2026

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    The Foundation SEO + AI Search plan is $1,750 a month and includes four human-reviewed articles.

    “Foundation — $1,750/mo”

    superpractice.com/pricing · checked November 9, 2026

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    Lead Docket’s pages do not describe SEO, AI search visibility or content work for the firm’s pages.

    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

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    SEO + AI Search plans track ChatGPT, Gemini and AI Overview answers and fix the firm’s pages for them, a separate plan from Managed Ads.

    “ChatGPT, Gemini, and AI Overview tracking with fixes to your pages”

    superpractice.com/pricing · checked November 7, 2026

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    A Superpractice website plan covers a law firm site designed, built, hosted and maintained on the Superpractice platform.

    “A law firm website designed, built, hosted, and maintained on the Superpractice platform.”

    superpractice.com/pricing · checked November 9, 2026

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    AI agents work alongside the firm’s team on every inquiry, gathering intake details, calling, booking meetings and following up, with the team stepping in with full history.

    “They gather intake details, call, book meetings, and follow up, and your team steps in with the full history already in place.”

    superpractice.com · checked November 7, 2026

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    Managed Ads plans include monthly AI credits, calling minutes and text segments, used by AI actions such as agents following up the firm’s leads and drafted texts and emails.

    “agents following up your leads”

    superpractice.com/pricing · checked November 7, 2026

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    Personalized emails and tasks are triggered automatically for follow-up.

    “Personalized emails and tasks are automatically triggered, ensuring consistent follow-up.”

    leaddocket.com · checked November 7, 2026

  74. [74]

    AI Voice Agents are sold separately from the Managed Ads plan fee.

    “AI Voice Agents are sold separately.”

    superpractice.com/pricing · checked November 7, 2026

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    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

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    Every Managed Ads plan includes Superpractice scheduling with branded booking pages.

    “| Superpractice® Scheduling | Yes | Yes | Yes |”

    superpractice.com/pricing · checked November 7, 2026

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    Booking has branded pages, live calendar sync, and agents that know about every meeting the moment it books.

    “Branded pages, live calendar sync, and agents that know about every meeting the second it books.”

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

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    Through a Calendly integration, users schedule meetings with leads from inside Lead Docket and put Calendly links in message templates.

    “Once the integration is set up, users can schedule Calendly meetings with leads from within Lead Docket, and incorporate Calendly scheduling links into message templates.”

    support.leaddocket.com/hc/en-us/articles/11121371917851 · checked November 8, 2026

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    Lead Docket tracks every lead through to conversion.

    “Capture every lead and track it all the way through to conversion.”

    leaddocket.com/features · checked November 7, 2026

  80. [80]

    Every Managed Ads plan includes first-touch and last-touch attribution and cost-per-signed-client tracking.

    “| First-touch & last-touch attribution | Yes | Yes | Yes |”

    superpractice.com/pricing · checked November 7, 2026

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    Plans include real-time dashboards, with AI performance reports monthly on Launch and Momentum and weekly on Scale.

    “| AI performance reports | Monthly | Monthly | Weekly |”

    superpractice.com/pricing · checked November 7, 2026

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    Reporting covers revenue by source, lead volume over time, referral fees and revenue, and other key indicators.

    “Track revenue by source, lead volume over time, referral fees and revenue, and other key indicators that help you make better business decisions.”

    leaddocket.com/features · checked November 7, 2026

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    AI-enhanced automations summarize information and follow up with potential clients.

    “Use AI-enhanced automations to summarize information and follow up with potential clients, freeing up your team's time.”

    leaddocket.com · checked November 7, 2026

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    Leads are graded A to F and scored for momentum.

    “Leads graded A to F and scored for momentum, so hot clients never wait behind tire kickers.”

    superpractice.com/features/lead-scoring · checked November 7, 2026

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    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

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    AI audits the firm’s Google Ads account every morning and Superpractice’s team executes, as part of done-for-you client acquisition.

    “AI audits your account every morning. Our team executes, as part of done-for-you client acquisition.”

    superpractice.com/features/google-ads · checked November 7, 2026

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    Beyond LeadsAI, Lead Docket’s pages don’t describe a daily AI audit of the ads account, an AI executive assistant, AI-made video or an avatar, or AI credits. Each phone number includes 1,000 texts and 300 voice minutes a month (ld-rc-007).

    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

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    Revenue forecasting is included in the Scale plan.

    “| Revenue forecasting | — | — | Yes |”

    superpractice.com/pricing · checked November 7, 2026

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    Sales Intelligence forecasts from velocity, close rates and pipeline history, with the moves that beat goal.

    “Forecasts from your velocity, close rates, and pipeline history, and the moves that beat goal.”

    superpractice.com/features/sales-intelligence · checked November 7, 2026

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    Lead Docket’s pages don’t describe revenue forecasting from pipeline history or AI meeting intelligence. Reports can run on a schedule by email or data sync (ld-rc-006).

    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

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    The AI Executive Assistant makes calls, sends texts and emails and coordinates the day, reachable in iMessage, the app or by voice.

    “Your AI Executive Assistant makes calls, sends texts and emails, and coordinates your day.”

    superpractice.com/features/ai-assistant · checked November 7, 2026

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    Every meeting is scored against the firm’s own playbook, and patterns become coaching for the team.

    “Every meeting scored against your own playbook, and every pattern turned into coaching for your team.”

    superpractice.com/features/meeting-intelligence · checked November 7, 2026

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    Superpractice makes commercials and video ads starring the attorney’s AI avatar, from a few photos and a voice sample.

    “Commercials and video ads for your firm, starring your AI avatar that looks like you and speaks like you.”

    superpractice.com · checked November 7, 2026

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    Every Managed Ads plan includes AI Avatars video credits each month, 300 on Launch, 1,500 on Momentum and 3,000 on Scale, plus voice cloning.

    “| AI Avatars video credits each month | 300 | 1,500 | 3,000 |”

    superpractice.com/pricing · checked November 7, 2026

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    Firms can change the viability indicators and guidance Lead Docket’s AI uses to review a lead for each case type.

    “If you’d like, you can alter a built-in system case type’s viability indicators and viability guidance.”

    support.leaddocket.com/hc/en-us/articles/56788699319963 · checked November 8, 2026

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    Firms can bring their Superpractice context into ChatGPT, Claude or any MCP-compatible tool.

    “Bring your firm’s context and tools into ChatGPT, Claude, or any MCP-compatible harness.”

    superpractice.com · checked November 7, 2026

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    Each Lead Docket phone number includes 1,000 text messages and 300 voice minutes a month.

    “Each phone number includes 1000 SMS messages and 300 voice minutes per month billing period.”

    support.leaddocket.com/hc/en-us/articles/360045303012 · checked November 8, 2026

  98. [98]

    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

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    Superpractice sells five offerings for law firms. Managed Ads, Websites, SEO Articles, AI Voice Agents and the Platform on its own.

    “Superpractice pricing across five offerings”

    superpractice.com/pricing · checked November 7, 2026

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    Lead Docket describes itself as AI legal intake software.

    “Lead Docket: AI Legal Intake Software | Prioritize Leads”

    leaddocket.com · checked November 7, 2026

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    Lead Docket is a Filevine, Inc. product; every page carries the Filevine copyright.

    “2026 Filevine, Inc.”

    leaddocket.com · checked November 7, 2026

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    Superpractice runs the firm’s marketing, and AI agents work alongside the team to book meetings and follow up through signed engagement.

    “Superpractice runs your marketing, and AI agents work alongside your team to book meetings and follow up through signed engagement.”

    superpractice.com · checked November 7, 2026

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    Texts, emails and calls sit in one shared queue, scored, drafted and visible to the whole team.

    “Texts, emails, and calls in one shared queue, scored, drafted, and visible to your whole team.”

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

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    AI agents reply to, log and follow up every lead alongside the intake team, and the team takes the calls.

    “AI agents work alongside your team, replying to and logging every lead and following up. Your team takes the calls.”

    superpractice.com/pricing · checked November 7, 2026

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    The firm delegates routine actions and can require approval for others.

    “Delegate routine actions and require approval for others.”

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

  106. [106]

    The Clio assistant lets the firm’s Claude or ChatGPT read and work in its Clio Manage account through Superpractice.

    “The Clio assistant connects your firm's Clio Manage account to Claude or ChatGPT through Superpractice.”

    docs.superpractice.com/clio-assistant · checked November 8, 2026

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    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

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    Attribution recognizes 48 channels, including AI search referrals.

    “48 channels recognized, including AI search referrals.”

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

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    Lead Docket reports can run on a schedule, by email or data sync, with the next run date shown.

    “Scheduled reports have their next scheduled run date listed.”

    support.leaddocket.com/hc/en-us/articles/33089329037723 · checked November 8, 2026

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    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

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    Attribution counts leads, clients and revenue from ChatGPT, Perplexity, Gemini and Claude by practice area.

    “Leads, clients, and revenue from ChatGPT, Perplexity, Gemini, and Claude, broken out by practice area.”

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

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    A Superpractice website is the firm’s after 12 paid months on a website plan, or sooner by buying out the remaining months at the plan’s full price. If the firm cancels earlier, the site comes down and Superpractice exports its content and lead data.

    “The site is yours after 12 paid months, or sooner if you buy out the rest of those months at your plan’s full price.”

    superpractice.com/pricing · checked November 9, 2026

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    Articles delivered under an SEO + AI Search plan are the firm’s, and those published on its site stay there. Platform access ends on cancellation, so the firm exports what it needs first.

    “Articles we deliver are yours, and the ones published on your site stay there.”

    superpractice.com/pricing · checked November 9, 2026

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    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

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    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

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    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

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    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

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    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

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    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

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    Implementation requires the firm to name a primary and secondary point of contact to coordinate and make decisions.

    “to coordinate communication and make decisions during the Filevine Services implementation process”

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

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    Filevine is not responsible for extracting data from the firm’s previous provider.

    “Filevine is not responsible for extracting any Data from Subscriber's previous provider(s).”

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

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    Technical support is by email and online chat during business hours, 7am to 6pm Mountain, Monday to Friday, plus the help center.

    “email-based and online chat-based technical support services during Filevine's regular business hours, 7:00 a.m.- 6:00 p.m. Monday to Friday U.S. Mountain Time”

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

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    Lead Docket’s pages do not state how long setup takes or what onboarding includes beyond the agreement’s implementation clauses.

    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

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    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

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    Lead Docket bills per licensed user. No per-user price is published.

    “billing is decided by the number of Licensed Users on your account at the time the invoice is sent.”

    support.leaddocket.com/hc/en-us/articles/360045256192 · checked November 8, 2026

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    LeadsAI is a paid feature, and its price isn’t published.

    “Lead Docket’s LeadsAI is a paid feature that includes Summarization and Predictive Analysis.”

    support.leaddocket.com/hc/en-us/articles/20050814497691 · checked November 8, 2026

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    LeadsAI is a paid feature (ld-rc-005), and what it costs isn’t published.

    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

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    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

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    Fees may rise at the end of the initial or any renewal term on 45 days’ notice, and the Sales Order’s prices are confidential.

    “Filevine may increase fees at the end of the Initial Term or any Renewal Term”

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

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    Launch is for solo attorneys who are just starting out.

    “For solo attorneys who are just starting out.”

    superpractice.com/pricing · checked November 7, 2026

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    Superpractice’s plans are described for solo attorneys starting out (Launch), established firms new to marketing (Momentum) and firms ready to own their market (Scale).

    “For established firms that are new to marketing.”

    superpractice.com/pricing · checked November 7, 2026

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    Scale is for firms ready to own their market across every channel.

    “For serious firms ready to own their market across every channel, powered by AI and guided by human experts.”

    superpractice.com/pricing · checked November 7, 2026

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    Lead Docket addresses law firms; its intake flow starts with a potential client clicking the firm’s online ad.

    “A potential client clicks on your law firm's online ad.”

    leaddocket.com · checked November 7, 2026

  134. [134]

    Lead Docket ships 23 built-in case types covering most practice areas, from personal injury and mass torts to bankruptcy and workers’ compensation.

    “The 23 built-in system case types include Personal Injury (PI), Motor Vehicle Accident (MVA), Mass Tort Law, Bankruptcy, Worker’s Compensation, and others covering most practice areas.”

    support.leaddocket.com/hc/en-us/articles/56788699319963 · checked November 8, 2026

  135. [135]

    Lead Docket’s pages don’t state that it serves only law firms or name a firm size. Its help center lists 23 built-in case types covering most practice areas (ld-rc-003).

    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

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    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

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