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Lead Docket

The models drive the prioritization feature and sit on an intake CRM that works without them. The AI functions are described in present tense and are specific: LeadsAI reads intake documents, generates automatic summaries of lead details, messages and notes, and surfaces a Lead Viability assessment on every lead the moment it opens. The product is now marketed as Lead Docket with LeadsAI, and the home page leads with the reading and scoring rather than the pipeline.

Underneath sits a lead management system that predates the AI and still delivers most of what buyers describe. It covers capture from web forms and calls, automated follow up emails and tasks, referral tracking with accept and reject templates and scheduled chasing, marketing source and ROI reporting, payment collection and native transfer into Filevine. Remove the models and a firm still has a working intake CRM.

Nothing is published on the accuracy or the grounding of the assessments this product makes. Lead Viability decides which prospective clients a firm pursues, and the marketing states that the AI knows the next best lead and that a team can see which cases are worth taking. No accuracy figure, evaluation, test set, error rate or statement of failure modes accompanies any of it. The grounding is not described either. Nothing says what the score is derived from, which fields or documents it reads, how a summary ties back to the underlying message or note, or whether a user can see why a lead scored as it did.

There is no accuracy page, benchmark page or research post on the site. The subscription agreement runs the other way, disclaiming all warranties of accuracy and providing the service as is with all faults. An unexplained score that suppresses a viable claimant stays hidden, because the firm never works that lead.

Oversight is implied rather than described as a control. The published account is that AI assesses every lead the moment it opens so the team knows which cases are worth taking. No human decision step is described. No review step is specified and no threshold is stated. Nothing says whether a lead with a low score is deprioritized, or closed automatically, and nothing addresses what happens when a score is wrong or how a user would find out.

Real unattended automation runs alongside it and is marketed as the point. Personalized emails and tasks fire automatically on capture, and automations described as AI enhanced summarize information and follow up with potential clients. The system therefore communicates with prospective clients without a person in the loop. The agreement allocates responsibility rather than describing controls. It makes the subscriber solely responsible for its own data entry and for maintaining its own deadlines, and disclaims responsibility for misuse of the calendar. No written commitment is published that the models work alongside a supervising human with real review surfaces.

Named firms carry figures, undated and without method. Four customers are named with attributed individuals. David Brauns of Brauns Law is quoted against 250,000 dollars a year saved in advertising costs. Kendall Knecht of Whitley Law Firm is quoted against a 49 percent increase in converted leads, which also has a dedicated case study. Ryan McKeen of Connecticut Trial Firm is cited as being named the tenth fastest growing firm in the country by Law Firm 500.

Joe Fantini of Rosen Injury Lawyers describes the product as the single most important software the firm has purchased. A named customer and a figure are joined on two of the four. Nothing is dated, and no method is published for any figure, so the basis of the 49 percent and the 250,000 dollars is unstated. The Law Firm 500 growth ranking is an award to the firm rather than an outcome of the product. A customers page and further case studies exist and were not opened; they may say more.

Substantive commitments sit in a published agreement, with one clause pointing the other way and no privilege treatment. Section 2.8 commits Filevine to maintain administrative, physical and technical safeguards for subscriber data and not to disclose it except under the privacy policy or as expressly permitted in writing. It also bars access except to provide the service, address technical problems, or answer the subscriber's support requests.

Section 6 adds a mutual confidentiality regime surviving seven years, and section 6.4 requires third party service providers to keep information confidential and bars them from using it for any other purpose. Against that, section 7.2 reserves to Filevine a right to collect and analyze subscriber data and to use, store, copy, display and transmit it to improve and enhance the service and for other development purposes.

It may also use and share the data in aggregate or deidentified form in its business, and that right survives termination. Two things are missing. No privilege or work product treatment appears anywhere, on a product that holds prospective client intake material where privilege attaches from first contact. Nothing describes separation between firms or matter level walls inside a firm's own workspace.

A real published position, undercut because its worked example belongs to a different product. Section 8.2 of the subscription agreement states that Filevine is not a law firm or legal services provider and does not and cannot provide any legal advice, explanation, opinion or other recommendation. That is an express position a buyer can read before signing, and more than a marketing disclaimer. Section 8.5 makes the subscriber solely responsible for its own calendar entries and for maintaining statutory deadlines.

The limitation is scope. The operative sentence ends with contract strategy and the meaning of terms in any contract generated by the services. That describes Filevine's contract product rather than intake and lead scoring, so the clause reaches this product only through its general wording. Nothing engages professional responsibility itself. No bar guidance, rule of professional conduct or ethics opinion is named. Nothing addresses a firm's obligations where an automated system communicates with a prospective client or where a viability score shapes who gets representation.

No governance position of any kind is published. There is no responsible AI page, no principles statement, no accountable owner or function named, no testing regime before release and no management system on the surfaces read. Nothing addresses uneven output, and the omission is pointed rather than formal on this product: Lead Viability scores prospective clients and determines which of them a firm pursues, so any systematic tilt in that score falls on people seeking representation rather than on the buyer, and nothing published states whether the scoring has been tested for it or what it is derived from. The subscription agreement is silent on the subject throughout.

The agreement covers most of the ground and names no supplier. On retention and deletion it is concrete. Filevine has no obligation to hold uploaded data files more than thirty days after termination, and the subscriber elects within twenty days whether files are destroyed or returned in an agreed format. Written certification of deletion is available on request, and retained copies are permitted only for archival, legal or regulatory purposes and for no other use.

Migration copies are held ninety days and then hard deleted. On access, section 2.8 restricts Filevine's own access to providing the service, fixing technical problems and answering support requests. Section 6.1 touches incident practice indirectly, requiring prompt notice of any unauthorized disclosure of confidential information. Availability carries a 99.5 percent monthly commitment. What is absent is the supplier picture.

Section 6.4 discloses that third parties perform hosting, backup and recovery, email delivery, customer service and data analysis, and names none of them. A buyer knows the kinds of company touching intake data but not their identities.

The agreement allocates real loss through a vendor indemnity and a warranty, and nothing reaches output. Section 8.1 warrants that the service will function in substantial accordance with its written specifications and documentation. The remedies end in termination and a pro rata refund of prepaid fees. Section 9.2 commits Filevine to indemnify and defend the subscriber against third party claims that authorized use infringes United States patents of which Filevine is aware, copyrights or trade secret rights.

Named exclusions cover combination with software from outside Filevine and trial subscriptions. Against that, section 8.2 provides the service as is with all faults outside the express warranty and disclaims accuracy expressly. Section 8.3 caps total liability at fees paid in the six months before the event, and claims are barred after twelve months. Nothing addresses the exposure the AI creates. There is no warranty on the correctness of a viability score or a generated summary, no service credit and no insurance position.

One integration is described at the level of what it moves, and no implementer documentation is published. The Filevine connection is native rather than a partnership. The subscription agreement defines the Filevine Services to include products delivered through filevine.com, leaddocket.com, getoutlaw.com and vinesign.com under one agreement. The product material states that lead data transfers natively into Filevine to create a unified client record and eliminate double entry, with retainers and payments collected inside Lead Docket.

That names both the counterparty and the object moved. Lead capture is described as reaching web forms, live chat and after hours calls, and outbound SMS and email are sent from the platform; the telephony and messaging connections behind them are not specified. What is missing is depth. No document management, calendaring or electronic billing system is named, and no API documentation is published on the surfaces read.

Nothing states what fields map, in which direction, or what a firm must configure. A dedicated integrations page exists in the navigation and was not opened; it may say more.

Cloud delivery is settled; tenancy and data region are not stated. The subscription agreement defines the service as software as a service delivered through named web properties. It requires only a browser supporting HTTP/2 and TLS 1.2 or 1.3 at the customer end and offers no on premises or self hosted option anywhere. Beyond that nothing is published. No statement says whether the platform is single or multi tenant, no dedicated or isolated option appears, no region is named for storage or processing, and no cloud provider is identified.

Section 6.4 confirms that hosting is performed by unnamed third parties. The only geographic facts published are corporate and procedural: Utah governing law, exclusive venue and arbitration in Salt Lake County, and a Salt Lake City notice address. Those locate the company and the forum, not the data. Nothing in the material read addresses residency for a product holding intake records on prospective clients.

No independent security attestation is published on the surfaces read. There is no SOC 2 of either type, no ISO certification, no penetration test summary, no named auditor, no examination period and no certification claim of any kind on the Lead Docket site. No trust center or security page appears in its navigation or footer, which carry only a privacy policy, terms of service and the subscription agreement. The agreement commits to commercially reasonable administrative, physical and technical safeguards without referencing any external examination.

One point matters for a buyer. Section 1.8 of the agreement defines the Filevine Services to include products delivered through leaddocket.com by name, so a Filevine attestation whose own scope covers that service would cover Lead Docket too. Filevine's own trust material was not opened and may say more.

The vendor refers to its AI throughout and identifies nothing underneath it. The site speaks of LeadsAI, of AI enhanced automations, and of AI that reads intake documents and assesses lead viability. It names no model, version, provider or hosting arrangement, and makes no commitment to notify customers if those change. The subscription agreement does not close the gap. Section 6.4 discloses categories of third party performing hosting, backup, email delivery, customer service and data analysis, which identifies functions rather than companies.

Section 8.6 contemplates third party services embedded in the product while disclaiming responsibility for them. No subprocessor list exists on the surfaces read. The vendor does describe a distinct AI layer as its own named component. A buyer still cannot learn whose model reads a prospective client's intake file.

The pricing page carries no pricing, and the agreement carries the structure. The page at the pricing link in the navigation is a quote request form inviting a custom quote, with no rate, unit, tier or range. The subscription agreement sets out the rest. Fees are charged per Filevine License, with one named individual per license and no sharing. They are quoted and payable in United States dollars and invoiced in advance, with charges due ten days after the invoice date.

Fees cannot be canceled or refunded, and the license count cannot be decreased during a term. Renewal is automatic for one year unless thirty days notice is given. Overdue interest runs at one and a half percent per month, overage fees are invoiced monthly in arrears under separately published product terms, and any increase requires 45 days written notice before the next renewal. A buyer can establish the unit, the currency, the term and the commitment before contacting the company, but not the number.

One clause cuts against transparency: section 4.1 makes all prices in the sales order confidential information that the customer may not disclose to any third party without written consent.

Coverage is claimed so generally that a buyer cannot tell whether their practice is served. The product is addressed to law firms throughout and to intake teams within them. The workflow described applies to any practice: capture, follow up, vetting, referral in and out, marketing source reporting and conversion. No practice area is named on the surfaces read, no firm size band is stated, and nothing says where the product stops or which kinds of matter it does not suit.

The published customer names are personal injury and plaintiff firms, but the vendor makes no coverage statement to that effect. Jurisdiction is never addressed. Nothing distinguishes what the product does for a consumer facing practice from an insurance defense or in house function. A features page and a customers page exist in the navigation and were not opened; they may say more.