Who This Is For
Marketing teams, intake teams, and firm administrators using LeadDocket
What the LeadDocket Integration Does
The LeadDocket integration allows Lawbrokr to push intake data directly into your LeadDocket account.
When connected, Lawbrokr:
Creates a new Opportunity in LeadDocket
Pushes all intake response data into the Case Summary field on the Opportunity record
This ensures your intake team can review the full intake context directly inside LeadDocket without manual data entry.
How the Integration Works
The integration uses the Webform connection with LeadDocket.
The workflow looks like this:
A potential client completes a Lawbrokr intake
Lawbrokr creates a new Opportunity in LeadDocket
All structured intake responses are written into the Case Summary field
Intake teams can immediately review the submission inside the Opportunity
Lawbrokr does not overwrite existing Opportunities. If LeadDocket detects a matching record, its standard behavior applies based on your account configuration.
Connecting LeadDocket to Lawbrokr
To connect LeadDocket:
Log in to LeadDocket
Go to Integrations, then click "Add New" and click "Lawbrokr"
Grab the URL and copy the Secret Key
Log in to Lawbrokr
Go to Settings
Select Integrations
Choose LeadDocket
Click Add
Then paste the URL and the Secret Key
Once authenticated, the integration is active.
No additional field mapping is required.
Where Intake Data Appears in LeadDocket
After a successful submission:
A new Opportunity is created in LeadDocket
The complete Lawbrokr intake appears in the Case Summary field on the Opportunity
This includes:
Contact information
Answers to all intake questions
Context captured throughout the workflow
This approach keeps LeadDocket data clean while preserving the full intake narrative.
What This Integration Does Not Do
It is important to understand the scope of the integration.
The LeadDocket integration:
Does not automatically create a Case
Does not upload documents
Does not map responses into custom LeadDocket fields unless built through Zapier
Its purpose is to deliver complete intake context into LeadDocket efficiently and consistently.
Best Practices
Review new Opportunities promptly inside LeadDocket
Use the Case Summary as the primary intake reference
Pair Lawbrokr Response Management with LeadDocket pipeline stages
Use Lawbrokr Automations for timely follow up communication
This setup works best when intake review and pipeline management are aligned.
Common Mistakes
Expecting Case creation instead of Opportunity creation
Looking for responses outside the Case Summary field
Forgetting to test the integration after connecting
Assuming document uploads are supported
Video Walkthrough
You can watch a step by step walkthrough of the LeadDocket integration here:
https://youtu.be/pRcOkJijArU
This video covers:
Connecting LeadDocket to Lawbrokr
Where intake data appears
What a completed submission looks like inside LeadDocket
Related Articles
Understanding Integrations in Lawbrokr
Response Management in Lawbrokr
Understanding Workflows in Lawbrokr
Clio, Lawmatics, MyCase, and LeadDocket Integration Comparisons