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 referral on Attorney Share marketplace, the integration creates an opportunity in Lead Docket.
When an attorney proposes on a referral on the Attorney Share marketplace, the integration creates an opportunity in Lead Docket.

Lead Docket → Attorney Share

When setting a client to a specific Status, Sub Status, and Referral Source, the integration will automatically post the referral on the Attorney Share marketplace.
After the referral is posted on the Attorney Share marketplace, any activity on the referral will be reflected in Lead Docket:

-Add a note to the Lead Docket lead when the referral 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.

Demo

Setup - Attorney Share → Lead Docket

You only need to complete this part of the setup if you would like to send leads from Attorney Share into Lead Docket.

Custom Fields

When the Attorney Share Lead Docket integration creates opportunities in Lead Docket, it maps Attorney Share fields to custom fields in Lead Docket.

When logged in to Lead Docket as a user with administrator privileges, navigate to Manage → Custom Fields and repeat the following steps to create custom fields to enable the integration between Attorney Share and Lead Docket:

Click the Add Custom Field button
Choose the field type; e.g.: Textbox
For Location, choose All Case Types - Other
Enter the display name of the custom field
Click Save Changes

Repeat these steps to create the following custom fields:

Referring Attorney Name: textbox
Referring Attorney Email: textbox
Referring Attorney Profile Url: textbox
Case Name: textbox
Case Description: textbox
Case Practice Area: textbox
Case Jurisdiction: textbox
Case Id: textbox

Lead Docket Custom Fields

Create Web Form Integration

The Web Form Integration exposes a URL that the integration will use to create opportunities in Lead Docket

When logged in to Lead Docket as a user with administrator privileges, navigate to Manage → Integrations, and click Add New → Web Form.

Configure the web form as follows:

Set Opportunity Name to Attorney Share
Click Save
You will see that the web form has been populated with some default form fields:
- First - the first name of the lead for this opportunity
- Last - last name
- Phone - phone number
- Email - email address
- Summary - summary information about the incoming lead
Click Add Form Field to associate the custom fields created in the preview steps with the web form

Field Type	Field Name
Referring Attorney Name	`referring_attorney_name`
Referring Attorney Email	`referring_attorney_email`
Referring Attorney Profile Url	`referring_attorney_profile_url`
Case Name	`case_name`
Case Description	`case_description`
Case Jurisdiction	`case_jurisdiction`
Case Practice Area	`case_type`
Case Jurisdiction	`case_jurisdiction`
Incident Date	`incident_date`
Case Id	`case_id`

When completed, your Form Fields section should resemble this screenshot:

Web Form Integration Configuration

When done configuring the form, click Back to List
Find your integration in the list, and click Definitions
Scroll down to the JSON POST section, and note the value of the Endpoint URL (multipart/form-date setting; e.g.: https://myfirm.leaddocket.com/opportunities/formjson/5

Setup - Lead Docket → Attorney Share

You only need to complete this part of the setup is if you would like to send your matched referrals from Attorney Share to Lead Docket.

Create Referral Source

To send a Lead to Attorney Share, you will set:

Lead Status to Referred
Referred Status to Pending Review
Referred To to Attorney Share

In this step, you will create the Attorney Share referral source.

When logged in to Lead Docket as a user with administrator privileges, navigate to Manage → Referral Sources, and click Add New.

For Firm Name, enter Attorney Share
Practice Areas is a required field, but is not used by the integration. Select one or more practice areas.
Click Save

Configure Lead Docket Webhooks

A webhook is an event that is triggered when certain conditions are met; e.g.: the status of a Lead Docket lead is changed.

In this step, you will configure Lead Docket webhooks that trigger on Lead events - this will trigger sending the case to Attorney Share.

When logged in to Lead Docket as a user with administrator privileges, navigate to Manage → Webhook Rules, and click Add New.

Create Lead Created webhook
- For Title, enter Attorney Share - Lead Created
- For Webhook URL, enter https://api.attorneyshare.com/v1/integrations/leaddocket
- For Trigger Event, choose Lead Created
- Under Creation Rules
  - For Associated Lead Status, choose Referred
  - For Referred Status, choose Pending Review
  - For Referred To, choose Attorney Share
Create Lead Status Changed webhook
- For Title, enter Attorney Share - Lead Status Changed
- For Webhook URL, enter https://api.attorneyshare.com/v1/integrations/leaddocket
- For Trigger Event, choose Lead Status Changed
- Under Creation Rules
  - For Associated Lead Status, choose Referred
  - For Referred Status, choose Pending Review
  - For Referred To, choose Attorney Share

Connecting the Attorney Share Lead Docket Integration

An organization administrator will need to complete the following steps in Attorney Share:

Click on the profile picture in the top-right of the screen, and select Firm Settings from the context menu
In the left menu, click Integrations

Configuring Default Attorney(s)

Every case on the Attorney Share Marketplace has an “owner”; i.e.: the attorney that the case is created on behalf of.

When a case is sent from Lead Docket to Attorney Share, it needs to be created on behalf of an attorney member of your organization.

In this step, you’ll set up Practice Area to Attorney mapping(s):

Navigate to Firm Settings > Referral Settings
Under 'Default Attorney,' you can select a default attorney that all cases get created on behalf of
Optionally, you can override this default for some specific practice areas in the 'Attorneys by Practice Areas'

Configuring Default Attorneys

Connecting Lead Docket

Locate the Lead Docket integration in Firm Settings > Integrations and click Connect
Enter the Lead Docket url of your law firm; e.g.: https://myfirm.leaddocket.com
Enter your Lead Docket API key
- We use this to programmatically interact with your instance of Lead Docket to create opportunities and fetch lead details
- We encrypt and store this securely in our database
Enter a Lead Docket web form integration url

Connecting the Lead Docket Integration

Troubleshooting the Attorney Share <> Lead Docket Integration

Referral is not created in Attorney Share

Browse to the Lead that wasn’t successfully sent to Attorney Share
Click on Notes, and choose Show System Notes
Look for an entry for the corresponding Lead Docket webhook and provide this information to the Attorney Share support team: