The Lead Docket Overview dashboard is the top-level view of your intake pipeline: how many leads are coming in, where they're coming from, and how many turn into signed cases.
Top-line metrics
- Leads created: total leads logged in the selected date range.
- Leads wanted: leads your firm decided to pursue.
- Leads signed up: leads that became signed cases.
- Conversion rate: the share of leads that convert to signed cases.
- Time to sign: the average time from lead to signed case.
- Leads per day: your average daily lead volume.
Trends and breakdowns
The Leads by week chart shows volume over time. Leads created by marketing source and Conversion rate by practice area show where your leads come from and which practice areas convert best. The All leads table lists every lead in the selected range for a closer look.
When leads come in
The Leads created by hour and day of week heatmap on the second page shows when your leads typically arrive, useful for staffing intake around your busiest hours.
Filters
Filter by date range, practice area, marketing source, contact source, referred by, or intake owner to narrow the view.
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