Legal Intake & Lead Management

AI Receptionist for Lead Docket

Never miss a legal lead again. AgentZap answers your firm's phone 24/7, qualifies leads with intake questions, captures source attribution, and syncs directly to your Lead Docket CRM pipeline.

Source attribution preserved
30-day money-back guarantee
Filevine pipeline ready
AgentZap
Sync
Lead Docket

API + webhook integration

Real-time CRM pipeline sync

42%
Legal Calls After 5 PM
$5K-$50K
Avg PI Case Value
72%
Expect After-Hours Access
24/7
Lead Capture Coverage
[01] Features

AI Lead Capture. Built for Lead Docket.

Every feature designed for law firms running Lead Docket intake

24/7 Lead Capture

AI answers every call with your firm name — evenings, weekends, holidays, and during court. Never miss a PI lead, mass tort inquiry, or new client call again.

Lead Docket CRM Sync

Captures lead information and syncs directly to your Lead Docket pipeline. Name, contact, case type, source attribution, and intake details — zero manual entry.

Legal Intake Qualification

Asks practice-area-specific intake questions — accident details for PI, exposure history for mass tort, filing status for family law — qualifying leads before they reach your team.

Source Attribution Tracking

Captures how the caller found your firm (Google, TV ad, referral, billboard) and tags it in Lead Docket — preserving the source attribution that drives your marketing ROI.

Conflict-of-Interest Screening

Asks opposing party questions on every intake call and flags potential conflicts in the Lead Docket record — automated on every call, not dependent on staff remembering.

Bilingual Support

Handles calls in English and Spanish — critical for PI and immigration firms serving diverse communities where language barriers lose high-value leads.

[02] How It Works

From phone call. To qualified lead.

1

Lead Calls

Someone calls about a car accident, workplace injury, divorce, or other legal need.

2

AI Qualifies

AgentZap answers, asks intake questions, captures source attribution, and screens for conflicts.

3

Books Consultation

AI checks attorney availability and books a consultation for qualified leads.

4

Lead in Pipeline

Qualified lead created in Lead Docket with all details — ready for your intake team.

[04] Pricing

AI Lead Capture vs. Hiring Intake Staff. Save 96%.

FeatureIntake SpecialistAgentZap + Lead Docket
Monthly Cost$3,000 - $4,500$109/mo
Availability40 hrs/week24/7/365
Simultaneous Calls1 at a timeUnlimited
Lead Docket SyncManual entryAutomatic via API
Source AttributionMay forget to askCaptured every call
Conflict ScreeningVariable (depends on training)Automated every call
Annual Savings$35,000 - $52,000+
[05] FAQ

Lead Docket + AgentZap. Questions answered.

Stop Losing Legal Leads. Start Filling Your Lead Docket Pipeline.

Capture every lead. Preserve every source. Qualify every call. 24/7.

Source attribution preserved • Filevine pipeline ready • 30-day money-back guarantee • Cancel anytime