Lead Docket

Connect Lead Docket to Reflekt Legal so your AI intake specialists can receive incoming calls and automatically enroll or unenroll leads in autopilot chasing.

The integration has two parts:

1. Answering Service Integration — lets Reflekt Legal act as your answering service and create leads from incoming calls.
2. Webhook Rules — send leads to Reflekt Legal when a lead's status changes, so they can be enrolled in (or unenrolled from) AI autopilot chasing.

Prerequisites

Before you begin, make sure you have:

• Administrator access to Lead Docket (you need rights to manage Integrations and Webhook Rules).
• An active Reflekt Legal account.
• Your Reflekt Legal API key (shown as lap_live_...). You can find this in your Reflekt Legal project settings.

caution

Treat your API key like a password. Store it securely and only use it in the Lead Docket webhook URLs described below.

Part 1: Answering Service Integration

This integration lets Reflekt Legal receive incoming phone calls and push caller details into Lead Docket as leads.

Step 1: Create the Integration

1. Sign in to Lead Docket as an administrator.

2. In the left menu, under Manage, open Integrations.

3. Add a new Answering Service integration and complete the fields:

   • Opportunity Name: Reflekt Legal AI
   • Type: Answering Service (set automatically for this integration type).
   • Email Addresses: a semicolon-separated list of recipient emails that should be notified (optional).
   • Notes: Reflekt Legal service to receive incoming phone calls.
   • Add debug information to notes: Yes (helpful while setting up; you can switch to No later).
   • Security Key (optional): leave blank unless Reflekt Legal provides one.
   • Automatically convert to Lead: Yes so incoming calls become leads automatically.

4. Save the integration.

Step 2: Map the Fields

The Answering Service integration maps the data Reflekt Legal sends into Lead Docket fields. Set Accept Data to Yes for the fields Reflekt Legal populates, and leave the rest set to No (your intake team or rules can fill those later).

Field Name	Field Type	Accept Data	Order
First	First Name (Textbox standard field)	Yes	1
Last	Last Name (Textbox standard field)	Yes	2
Phone	Mobile Phone (Textbox standard field)	Yes	3
Email	Email (Textbox standard field)	Yes	4
Summary	Summary (Text Area standard field)	Yes	5
Severity_Level	Severity Level (Dropdown List standard field)	No
	Office (Dropdown List standard field)	No
	Case Type (Dropdown List standard field)	No
	Contact Source (Dropdown List standard field)	No
	Assign to Intake (Role field)	No
	Marketing Source (Dropdown List standard field)	No
	Lead Status (Dropdown List standard field)	No

note

The First, Last, Phone, Email, and Summary fields must accept data so Reflekt Legal can create complete leads. The remaining dropdown and role fields are managed inside Lead Docket and stay set to No.

Part 2: Webhook Rules

Webhook rules notify Reflekt Legal when a lead's status changes, using the same endpoint with an enroll parameter that controls whether the lead is added to or removed from autopilot chasing.

Both rules use the same base URL with your API key. Replace YOUR_API_KEY with your Reflekt Legal API key:

• Enroll endpoint (start chasing a lead):

https://us-api.reflektlegal.ai/webhooks/leaddocket/leads?api_key=YOUR_API_KEY&enroll=true

• Unenroll endpoint (stop chasing a lead):

https://us-api.reflektlegal.ai/webhooks/leaddocket/leads?api_key=YOUR_API_KEY&enroll=false

Step 1: Create the Enroll Webhook

1. In Lead Docket, open Webhook Rules and add a new rule.
2. Under Description, set:
   • Title: Reflekt Legal - Start Chaser
   • Webhook URL: the enroll endpoint (...&enroll=true).
3. Set Trigger Event to Lead Status Changed.
4. Under Creation Rules, set:
   • Language Spoken: -- All Languages --
   • Associated Lead Status: the status that should start chasing (for example, your "Autopilot Start Chase" status).
   • Case Type: select the case types this rule applies to (or leave to apply to all).
5. Save the rule.

Step 2: Create the Unenroll Webhook

1. Add a second Webhook Rule.
2. Under Description, set:
   • Title: Reflekt Legal - Stop Chaser
   • Webhook URL: the unenroll endpoint (...&enroll=false).
3. Set Trigger Event to Lead Status Changed.
4. Under Creation Rules, set:
   • Language Spoken: -- All Languages --
   • Associated Lead Status: Autopilot Stop Chase
   • Case Type: select the case types this rule applies to (or leave to apply to all).
5. Save the rule.

tip

Use clear titles like Reflekt Legal - Start Chaser and Reflekt Legal - Stop Chaser so the two webhook rules are easy to tell apart in Lead Docket.

Verify

Confirm both parts of the integration are working:

1. Answering Service: trigger a test call and confirm a new lead appears in Lead Docket with the First, Last, Phone, Email, and Summary fields populated.
2. Enroll webhook: move a lead into the start-chasing status and confirm Reflekt Legal begins autopilot chasing. Check the webhook's delivery log in Lead Docket for a successful response.
3. Unenroll webhook: move a lead into Autopilot Stop Chase and confirm Reflekt Legal stops chasing.

If a webhook fails, recheck the Webhook URL (including the api_key and enroll values) and the Associated Lead Status for that rule.

Resources

• Lead Docket Website

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