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What gets synced to Lead Docket?

What gets synced to Lead Docket?

Published: 07.14.25

Your Answering Legal messages populate the following fields in Lead Docket:

  • First Name
  • Last Name
  • Phone Number
  • Email Address
  • Intake Responses appear in:
    • Case Details
    • Notes (inside each Opportunity)

Make sure the form used in Lead Docket includes all default fields required for the sync to work properly.

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