Lead Docket Setup

About the Attorney Share Lead Docket Integration

The Attorney Share Lead Docket integration supports 2-way updates between Attorney Share and Lead Docket.

The integration supports the following functionality:

Attorney Share → Lead Docket

• When an attorney is invited to a case on Attorney Share marketplace, the integration creates an opportunity in Lead Docket
• When an attorney proposes on a case on the Attorney Share marketplace, the integration creates an opportunity in Lead Docket

Lead Docket → Attorney Share

• When setting a lead to a specific Status, Sub Status, and Referral Source, the integration will automatically post the case on the Attorney Share marketplace
• After the case is posted on the Attorney Share marketplace, any activity on the case will be reflected in Lead Docket:
  • Add a note to the Lead Docket lead when the case receives a proposal
    • After matching with an attorney, the referee attorney has to contact the potential client and sign them
      • If the referee attorney is successful in signing the client, mark the Lead Docket lead as Referred / Signed Up
      • If the referee attorney is not successful in signing the client, mark the Lead Docket lead as Referred / Declined

The Lead Docket integration is ever improving! Please reference this living guide from our engineering team for the most up to date setup instructions: Lead Docket Setup. 

If you need additional assistance, please reach out to [e-mail]