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Docketwise

Connect Docketwise to Reflekt Legal so your AI intake specialists can securely read and write contacts, matters, and intake data in your Docketwise account.

Docketwise uses the OAuth 2.0 authorization code flow. You register an application in Docketwise, which issues a client ID and client secret that Reflekt Legal uses to connect.

Prerequisites​

Before you begin, make sure you have:

  • Administrator access to your Docketwise account (you need rights to manage API applications).
  • An active Reflekt Legal account.
  • The Reflekt Legal callback (redirect) URL:
https://us-app.reflektlegal.ai/projects/integration/docketwise/callback

Step 1: Open API Settings​

  1. Sign in to Docketwise as an administrator.
  2. Click your profile (top-right) and open Settings.
  3. Go to the Integrations (or API) section.

Step 2: Register a New Application​

  1. Choose Create Application (or New OAuth App).
  2. Complete the fields:
    • Name: Reflekt Legal
    • Redirect URI: paste the Reflekt Legal callback URL exactly:
https://us-app.reflektlegal.ai/projects/integration/docketwise/callback
  1. Save the application.
caution

Enter the redirect URI exactly as shown, with no trailing spaces. The value Reflekt Legal sends must match character-for-character or the login will fail.

Step 3: Copy the Client ID and Client Secret​

After you save the application, Docketwise displays:

  • Client ID — a public identifier for the app.
  • Client Secret — a private value shown once at creation.

Copy both. If you navigate away before copying the secret, use Regenerate Secret to create a new one (this invalidates the previous secret).

caution

Treat the client secret like a password. Store it securely and only share it through Reflekt Legal's connection flow.

  1. Log in to your Reflekt Legal account.
  2. Navigate to Integrations.
  3. Search for Docketwise.
  4. Click Connect and enter the Client ID and Client Secret from Step 3.
  5. Complete the Docketwise login and approve the requested access to finish linking your account.

Step 5: Verify​

  1. Confirm Reflekt Legal reports a successful, authorized connection.
  2. Confirm Reflekt Legal can read or create a test contact in Docketwise.

If the connection fails, recheck the redirect URI in Step 2 and the client credentials in Step 3.

Resources​

If you need help validating your setup, contact [email protected].