Case Study: Whitley Law Firm achieves a 49% increase in lead conversions with Filevine (Lead Docket)

Lead Docket increases lead conversions at Whitley Law Firm by 49%

Whitley Law Firm, a North Carolina personal injury boutique with over 40 employees, faced growing caseloads and an influx of leads that their legacy system (Captorra) couldn’t handle. To simplify new-hire training, improve intake communication, and get reliable marketing reporting, they turned to Filevine’s Lead Docket solution to better track leads, filter spam, and customize workflows.

Filevine implemented Lead Docket to centralize notes and messages, automate marketing-source attribution, and enable tailored intake criteria. The firm saw a 49% increase in converted leads in the first year, supported the addition of 15 staff, achieved monthly conversion rates of 90–100%, and gained more accurate reporting to optimize marketing spend — all credited to Filevine’s solution.

Whitley Law Firm

Kendall Knecht

Firm Administrator