Side by side

Lead Docket vs Loi

Both stand on legal crm software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.

Lead Docket

Paid Web

Law firms looking to manage intake, lead follow-up and marketing performance should consider Lead Docket. Its AI tools, payment links and Filevine handoff support several stages of the intake process. Teams that need nested folders in the beta document feature should look elsewhere for that capability.

Visit Lead Docket

Loi

Paid Web

Loi centralizes prospective-client intake and offers integrations with common communication and law-firm tools listed by the maker. Its beta status and per-user monthly charge are important considerations.

Visit Loi

The facts

	Lead Docket	Loi
Free plan	Not published	No
Open source	Not published	Not published
Runs on	Web	Web
Lowest paid plan	Free or on request	Beta: $15 a month
Plans published	1	1
Maker	Not published	Not published
Website	leaddocket.com	loi.law
On legal crm software	#23 of 35	#29 of 35

Lead Docket: what it does well

Custom intake scripts collect contact and qualifying case details.
Tracks leads through conversion and exports granular reports.
LeadsAI summarizes case facts and creates intake timelines.
Payment links accept credit cards and ACH transfers.
Filevine handoff maps custom fields and tracks project phases.

What to know first

Pricing is available only by request.
Beta document folders do not support nested folders.
The listed platform is web.

Loi: what it does well

Combines calls, emails, and website inquiries.
Automatically prioritizes inquiries by best-fit clients.
Integrates with Twilio, Gmail, Outlook, OpenAI, and Clio.
Intake forms, email, and SMS are listed.
Client intake data is encrypted in transit and at rest.

What to know first

No free plan is listed.
The service is currently in beta.
Beta functionality may change or experience outages and errors.
Costs $15 a month per user.

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