Who This Is For
Marketing teams, intake teams, and firm administrators using CloudLex
What the CloudLex Integration Does
The CloudLex integration allows Lawbrokr to push intake data directly into your CloudLex account.
When connected, Lawbrokr:
Creates a new Opportunity in CloudLex
Pushes all intake response data into the Opportunity record
This ensures your intake team can review complete intake information inside CloudLex without manual data entry.
How the Integration Works
The CloudLex integration uses authenticated credentials provided by CloudLex rather than a traditional OAuth flow.
The workflow looks like this:
A potential client completes a Lawbrokr intake
Lawbrokr creates a new Opportunity in CloudLex
All structured intake responses are attached to the Opportunity
Intake teams can immediately review the submission inside CloudLex
Lawbrokr does not overwrite existing Opportunities. If CloudLex detects a matching record, its standard behavior applies based on your account configuration.
Connecting CloudLex to Lawbrokr
To connect CloudLex, you will need credentials provided by CloudLex.
Required information:
CloudLex Subscription Key
CloudLex Auth Token
To connect CloudLex:
Log in to Lawbrokr
Go to Settings
Select Integrations
Choose CloudLex
Enter your Subscription Key
Enter your CloudLex Auth Token
Save and activate the integration
Once saved, the integration is active.
No additional field mapping is required.
Where Intake Data Appears in CloudLex
After a successful submission:
A new Opportunity is created in CloudLex
All Lawbrokr intake responses are visible within the Opportunity record
This includes:
Contact information
Answers to all intake questions
Context captured throughout the workflow
This keeps CloudLex 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 CloudLex integration:
Does not automatically create a Case
Does not upload documents
Does not map responses into custom CloudLex fields
Its purpose is to deliver complete intake context into CloudLex efficiently and consistently.
Best Practices
Confirm your Subscription Key and Auth Token are current
Test the integration with a live submission after setup
Review Opportunities promptly inside CloudLex
Pair with Lawbrokr Response Management for intake decisions
This setup works best when intake review processes are clearly defined.
Common Mistakes
Entering expired or incorrect CloudLex credentials
Expecting Case creation instead of Opportunity creation
Looking for intake data outside the Opportunity record
Forgetting to test the integration after setup
Related Articles
Understanding Integrations in Lawbrokr
Response Management in Lawbrokr
Understanding Workflows in Lawbrokr
CRM Integration Comparisons