Docketly
Docketly is a legal CRM and automation platform that launched in 2025 and has since become a top trending tool for solo and small law firms. It focuses on client acquisition and retention through smart lead scoring, automated follow-ups, and personalized nurture campaigns. Docketly integrates with common law firm software like Clio, QuickBooks, and Outlook, pulling data to create a single source of truth. Its standout feature is the AI intake assistant that conducts pre-consultation interviews via chat or voice, generating a summary for the attorney. Docketly also offers a review management module to boost online reputation. Pricing is competitive and includes a free forever plan for up to 10 clients.
From $59/mo
Key Features
- ✓AI intake assistant for pre-consultation
- ✓Lead scoring and automated nurture sequences
- ✓Integration with Clio, QuickBooks, and Office 365
- ✓Review management and reputation tracking
- ✓Customizable client portals and automated workflows
Pros
- +Easy to use
- +Good support
- +Regular updates
Cons
- -Learning curve
- -Pricing could be clearer