Lead Docket, Litify, Filevine or Salesforce: where the intake file should land

Searches for "filevine lead docket" and "lead docket api" come from intake managers asking a practical question: once a lead is captured, how does it get into the system the firm actually runs? An intake that lives in an inbox is an intake somebody has to retype.

The front door and the house

Workup Agent is the front door. It answers the phone and the website, runs the intake and writes the file. The house is your case management or CRM: Lead Docket, Litify, Filevine, Salesforce or another platform. The file goes to your intake team by email in every case, and where the platform is connected, it lands there too, with the conversation attached.

Why the handoff is built by people who know the other side

Micronetbd implements Litify, Filevine and Salesforce for law firms, and has done so since 2012. That matters for a handoff because every platform has its own idea of a lead: which fields are required, how a practice area is coded, what triggers a task for the intake specialist. An integration built by people who configure those platforms every week lands the file in the right object with the right fields, rather than as a note in a comments box.

What a good handoff contains

The contact block, verified. The practice area and the answers to your questionnaire in your order. The acceptance criteria result. The urgency flag, if any. A human summary on top so the callback starts from page two. And the transcript, so nothing the caller said is lost between the call and the file.

Firms keeping a live service for some hours

Nothing has to change on day one. Firms that keep a live answering service for business hours forward nights, weekends and overflow to Workup Agent, and the file from those calls lands in the same place. Bring your questionnaire to a walkthrough and we will show you the conversation, the file and the routing in thirty minutes.