This article discusses how Lead Docket can directly integrate with external services. It also discusses how Lead Docket’s API can be used to set up new integrations.

Integrations Overview

There are several ways to integrate external services with Lead Docket, depending on your organization’s workflow and needs. The links below provide more detailed information for users that want to set up integrations on their own.

Users can also contact Lead Docket support to set up integrations. Learn more about setting up new integrations with Lead Docket’s assistance.

Opportunity Integrations

Opportunity integrations are services that push information about new opportunities to Lead Docket. These integrations could include website forms, web chats, answering services, or social media forms. Learn how to set up opportunity integrations.

Webhooks

Webhooks push information about Lead Docket events to other applications. For example, changing the status of a lead can trigger an event in a separate application. Typically, webhooks are used with 3rd party services, such as Zapier. Learn more about integrating webhooks with Lead Docket.

Case Management Integrations

Lead Docket has direct integrations with Filevine and several other case management systems, including the following:

PracticePanther
Needles
CASEpeer
Trialworks
Clio

Other Direct Integrations

Lead Docket also has direct integrations with the following services:

Lead Docket API

The Lead Docket API allows you to request or update information in Lead Docket via authenticated API calls. This option is useful for services that have not yet been directly integrated with Lead Docket. Learn more about the Lead Docket API.