Lead Docket
4 Case Studies
A Lead Docket Case Study
O’Connor, Acciani & Levy, a personal injury law firm in Ohio, faced a challenge with its lead intake process. Without a centralized system, leads were being lost through ad-hoc communications, making it difficult to track conversations and measure team performance. To address this and support their strategic marketing efforts, the firm implemented the Lead Docket solution.
Lead Docket provided a new system of record for processing leads, enabling the firm to capture more incoming leads and improve client communication through features like texting and emailing. The solution also delivered accurate data on marketing channel performance. This implementation resulted in a 6% increase in signed leads and a 19% increase in lead resolution, allowing the firm to sign more business despite having a smaller lead funnel.
Eric Rowe
O’Connor, Acciani & Levy