Lead Docket shows which sources sign cases. Your ad accounts still don't.
Lead Docket can tell you revenue by marketing source, but Google Ads and Meta never see that report. They keep bidding on every form fill and tracked call in your intake queue, including duplicates and callers your team turns down. We send what intake decided back to each ad platform, matched to the click, so budget follows signed retainers.
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Lead Docket · what breaks
What goes wrong with Lead Docket and paid ads
- 01
Google Ads counts every lead your intake team turns down
The ad platform scores a conversion when the form submits or the call connects, before intake reviews it in Lead Docket. A caller from a state you don't serve teaches bidding the same lesson as a signed truck crash case, so more of your budget goes to people you'll never retain.
- 02
One person shows up as three leads
Lead Docket's integrations list covers form builders like Gravity Forms and Jotform, CallRail and CallTrackingMetrics numbers, and chat vendors such as Intaker and Ngage. The driver who chats, calls, then fills the form can register as three conversions in Google Ads while intake handles one person, so your cost per case looks better than it is.
- 03
Marketing source stops at the channel
Lead Docket ranks marketing sources by revenue and conversion rate. Unless the campaign, keyword and click ID are captured on each lead, "Google Ads" is as far as it goes, and you keep paying for search terms that only bring declined matters.
- 04
The money shows up in Filevine, months or years later
Lead Docket calculates ROI from Filevine settlement amounts and legal fees. Those numbers arrive long after the ad platforms stopped looking, so bidding never learns which clicks became fee-generating cases and treats a soft-tissue inquiry like a catastrophic injury.
Lead Docket · the fix
What changes after we fix it — Lead Docket
Bidding learns from signed retainers
Google Ads and Meta get a conversion when intake marks a case signed in Lead Docket, carrying the original click ID, so bidding chases cases you take.
One lead, counted once
Calls, chats and forms from the same person collapse to one conversion with a shared event ID.
Campaign-level answers in Lead Docket
Campaign, keyword and click ID land in Lead Docket custom fields wherever your forms and integrations pass them, so revenue by source breaks down to the campaign that signed the case.
Lead Docket · architecture
What Lead Docket actually lets you hook into
Lead Docket describes its Filevine sync in detail. Its ad-platform integrations are listed by name only, so we test them on your account.
- 1
Web form, call tracking and chat capture
Lead Docket captures leads from your web form and lists Gravity Forms, Ninja Forms, Jotform, Wufoo, CallRail and CallTrackingMetrics as sources. We confirm which fields each passes.
- 2
Custom fields
Supported, and mappable to Filevine. That's where the click ID, campaign and keyword belong.
- 3
Google Ads, Bing and Facebook Lead Ads
Named on the integrations page with no published description. We confirm whether any of them sends outcomes back.
- 4
Zapier and custom integrations
Zapier is listed, and Lead Docket says it may build integrations for unlisted tools. We check what your account exposes.
- 5
Advanced reporting export
Exports down to individual text-field values, a fallback path for offline conversion uploads.
- 6
Filevine sync
Signed cases become Filevine projects; fees feed Lead Docket's ROI view. Useful later for case value.
Lead Docket · diagnose
Where Lead Docket tracking breaks, in the order we check
Most law firm accounts aren't missing leads. They're counting the wrong ones, so we start there.
- 01
What each ad account calls a conversion
Form submits, call clicks and calls over a set length, none of which know what intake decided.
- 02
Whether the click ID reaches the Lead Docket record
A test lead from an ad-tagged URL through each form and tracking number.
- 03
Duplicates across sources
How often one phone or email becomes several leads.
- 04
How marketing source is assigned
Whether the integration sets it or intake picks it by hand, where it tends to drift.
- 05
Facebook Lead Ads quality
Instant Form leads that never reach qualified while Meta optimizes for more.
Lead Docket · prove
The QA evidence — Lead Docket
Run on real leads moving through your Lead Docket intake, not test entries.
Source of truth
Lead Docket lead records: every lead by date, marketing source and the intake outcome your team records (qualified, signed, turned down, referred out), with the click ID stored on the record
- Test leads from ad-tagged URLs with the click ID on each Lead Docket record, one per form, number and chat widget.
- One conversion per person, even when they chatted and called first.
- Signed cases matched one by one to signed-case conversions in each ad account.
- Turned-down and duplicate leads absent from the bidding conversion.
- Referred-out cases reported apart from signed retainers.
- Repeated 30 days later and after any change to forms, chat vendor or numbers.
Lead Docket · free audit
What we check in the free audit
- What each ad account calls a conversion
- Whether the click ID reaches the Lead Docket record
- Duplicates across sources
- How marketing source is assigned
- Facebook Lead Ads quality
Checked against
Lead Docket lead records: every lead by date, marketing source and the intake outcome your team records (qualified, signed, turned down, referred out), with the click ID stored on the record
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Lead Docket · when not to buy
When you don't need this on Lead Docket
Some firms on Lead Docket don't need us. We'll say so on the call.
- If most cases come from referrals or TV and paid search is a small test, Lead Docket's source reports are enough.
- If your cases come from lead vendors like 4 Legal Leads or LegalMatch rather than your own ads, there's no click of yours to match a signed case to.
- If you only run Facebook Lead Ads and sign a few cases a month, optimize on qualified leads first.
- If intake doesn't record outcomes in Lead Docket consistently, fix that before any tracking.
Lead Docket · what we deliver
The event map on Lead Docket
Inquiry received
Form, tracked call or chat that creates a Lead Docket lead, sent once per person with the click ID stored.
Qualified by intake
Intake marks the lead as wanted. The main bidding signal for most PI and mass tort accounts.
Consultation set
Optional, for criminal defense and bankruptcy firms that book an attorney call before signing.
Retainer signed
The conversion that matters, sent when the case is signed in Lead Docket, before it syncs to Filevine.
Referred out
Tracked on its own, with the referral fee when you record one.
Excluded
Duplicates, existing clients, spam and wrong-state or wrong-practice-area leads never reach an ad platform.
Written guarantee
95%+ tracking accuracy
Measured against Lead Docket lead records: every lead by date, marketing source and the intake outcome your team records (qualified, signed, turned down, referred out), with the click ID stored on the record. Miss it and we keep working at no cost.
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FAQ
Lead Docket questions, answered
Lead Docket lists Google Ads on its integrations page but doesn't publicly describe what that integration does. We check your account, and where it doesn't send signed outcomes back with the click ID, we build that path.
Usually one person contacted you through chat, a tracked call and a form, and each touch counted as a conversion before Lead Docket saw them as one person.
Not from the marketing source alone. When the click ID and UTMs are captured into custom fields on the lead, you can report campaigns and keywords against signed cases.
Signed cases if you sign enough each month for bidding to learn; qualified leads if you don't. You can send both and choose which one bidding optimizes on.
Lead Docket lists Facebook Lead Ads as an integration, but Meta still treats every Instant Form submission as a win. Meta documents a CRM integration for sending down-funnel stages back through the Conversions API, and we send qualified and signed outcomes that way.
No. The Filevine sync keeps working. We read outcomes from Lead Docket and use Filevine fee data only if you want case value on conversions.
More on Lead Docket
- Lead gen trackingLead tracking that measures qualified leads, not form fills
- Lead-to-sale attribution missingWhy can't I attribute sales back to the leads that produced them?
- Marketplace lead attributionPaying Angi, Thumbtack, Yelp and Google, with no idea which one books your jobs
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Free · 30 min
Find out which of your ads sign cases in Lead Docket
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