Lead Docket Integration

Connecting CaseXchange to Lead Docket

Lead Docket is where many firms manage their intake. When you connect it to Case Xchange, referrals you receive can flow straight into Lead Docket as new opportunities — so your team doesn't have to re-type anything.

This guide walks you through setup one step at a time. No technical skills required: if you can copy and paste, you can do this in about ten minutes.

Overview

Once connected, a new referral that arrives in Case Xchange can show up in Lead Docket automatically — or with a single click, if you'd rather send each one yourself. The client's details, case information, and referring firm all come across with it.

Two things to know:

• Information flows one way — from Case Xchange into Lead Docket. Case Xchange doesn't change anything in your Lead Docket account except adding new opportunities.
• Only the receiving firm can send a referral to Lead Docket. If you sent a referral to another firm, it's theirs to send, not yours.
  
  

 Before you begin 

 Prerequisites: 

• Firm Admin or Account Manager role — only these roles can see and manage integrations.

• An endpoint URL from Lead Docket — the mailbox address Case Xchange delivers referrals to.

• An API key from Lead Docket — proves the referrals are really coming from you.

 Quick setup 

Settings → Integrations → Manage Lead Docket → Enable → Endpoint URL + API Key → Test Connection → Set field mappings → Save (Optional: Auto-Send New Referrals toggle)

The full walkthrough is below.

 Step-by-step setup 

1. Open the setup page

   1. In Case Xchange, go to Settings, choose the Integrations tab, and select Lead Docket.

   2. You'll see a setup guide with five short steps. Work down the page from top to bottom. Nothing is applied until you save — everything you enter is held on the page until you click Save Lead Docket Settings at the bottom, so take your time

2. Enable the Lead Docket Integration
   1. Flip the Enable Lead Docket Integration switch to on. The remaining steps appear underneath it.
      1. You can switch this back off anytime. Your settings are remembered, but no referrals are sent while it's off.
3. Add your endpoint URL and API key
   1. Paste in the two values you copied from Lead Docket:
      1. Endpoint URL: Paste the full address into the box. Confirm there are no extra spaces at the start or end.
      2. API key: Click Change, paste your key, and click Save in the pop-up. Your key is hidden and stored securely — you'll only see dots unless you choose to reveal it.
         1. To swap in a new key later, click Change again and paste the new value.
4. Test the connection
   1. Click Test Connection. Case Xchange gives your endpoint a quick knock to confirm everything is wired up. (This test doesn't send any real client information, and nothing shows up in Lead Docket.)
      1. Connected (green) — you're good to go.
      2. Connection failed (red) — usually the URL or the key. Double-check both and try again.
5. Map your fields
   1. Lead Docket and Case Xchange use their own names for things, so this step lines them up — for example, telling Case Xchange that the client's first name should go into Lead Docket's "First Name" field.
      1. The easy way: Click Load Recommended Mappings. This fills in the most common matches in one tap. For most firms, that's all you need.
      2. The recommended setup connects:
         1. Client name, email, and phone number
         2. Case type and a short description
         3. Date and location of the incident
         4. Referring firm and their contact details
         5. The Case Xchange reference number
   2. After loading the recommendations, scan the list. The names on the left must match your Lead Docket field names exactly — these are case-sensitive. If your Lead Docket uses different labels, adjust them. Whoever set up your Lead Docket account will know.
6. Decide when referrals get sent
   1. The Auto-Send New Referrals switch controls timing:
      1. On — every new referral goes to Lead Docket automatically the moment it arrives.
      2. Off — review each one first and send it yourself.
         
         Either way, you can always send a referral by hand (see below). If an automatic send doesn't go through, the referral is still safe in Case Xchange and you can resend it manually.
         
7. Save 
   1. Click Save Lead Docket Settings at the bottom. You'll see a confirmation message — and you're connected.

Sending a referral manually

Whether or not auto-send is on, you can send any referral to Lead Docket:

1. Open the case.
2. Click Send to Lead Docket.

The opportunity is created in Lead Docket right away, and the case shows when it was last sent so you can confirm it went through.

Troubleshooting

• The connection test won't pass.

  • Re-copy the endpoint URL straight from Lead Docket's Manage → Integrations → Definitions page, watching for extra spaces. If it still won't connect, re-enter your API key and confirm with your Lead Docket admin that the key is active.

• Referrals aren't showing up in Lead Docket.

  • Check three things: the integration is switched on (Step 2), field mappings are set (Step 5), and Auto-Send is on if that's what you expected (Step 6).

• Some details are missing on the Lead Docket side.

  • If a value was blank in Case Xchange, it's left out. If a whole field comes across empty, the field name in Step 5 probably doesn't match Lead Docket exactly — these names are case-sensitive, so even a small difference matters.

• My changes didn't stick.

  • Make sure you clicked Save Lead Docket Settings. Nothing is applied — not even the API key — until you save.

FAQs

• Will Lead Docket send information back into Case Xchange?

  • No, not yet. The connection only goes one way: Case Xchange sends new opportunities into Lead Docket.

• Is my API key safe?

  • Yes. It's stored securely and kept hidden on the page. It's never shown unless you deliberately reveal it.

• What about referrals I received before I set this up?

  • Those won't go over on their own. Open each one and use Send to Lead Docket to push it across.

• Can I change my field mappings later?

  • Yes. Update them in Step 5 anytime and save. From then on, new referrals use your updated setup.