Delta works inside Lead Docket.
Delta reads and updates your Lead Docket leads, intake status and notes.
Connected at firms today
What Delta does in Lead Docket.
Reads
- Leads and intake status
- Referral and marketing sources
- Intake questionnaire answers
- Notes and follow-ups
- Signed and rejected leads
Updates
- Adds notes to a lead
- Updates intake status
- Creates follow-up tasks
Ask it things like.
- Which leads from last week are still pending with no follow-up?
- How many signed cases came from each referral source this quarter?
- Check that every signed lead from this month has a case in Filevine.
Connect Lead Docket in minutes.
- 1Ask Delta to connect it
- 2Sign in once, on its own page
- 3Delta checks it can see your cases
Here is Lead Docket’s sign-in.
Sign in to Lead DocketChecking Lead DocketReading your cases
Lead Docket questions.
Does CaseDelta work with Lead Docket?
Yes. You sign in once on Lead Docket's own sign-in page. Delta reads and updates your Lead Docket leads, intake status and notes.
Does it need Lead Docket's API?
No. Delta signs in to your firm's Lead Docket once, the same way your intake team does.
Can Delta update Lead Docket, or only read it?
Both. In Lead Docket, Delta adds notes to a lead, updates intake status and creates follow-up tasks.
Is my Lead Docket data safe?
Yes. Each firm's data is isolated, and every request Delta makes is scoped to one firm. Your client data is never used to train, fine-tune or improve any AI model.
What does connecting Lead Docket cost?
Nothing extra. CaseDelta is priced per firm by account band, from $599 a month for up to 5 accounts, and every band includes every system you connect.
How long does it take to connect Lead Docket?
Minutes. You ask Delta to connect a system, sign in once on its own page, and Delta is working the same day.