Lead intake connections
How approved sources can create a structured lead for review inside the firm’s existing intake process.
On this page
Before you start
- An approved lead source.
- A firm owner for mapping and exception review.
Typical workflow
- 1
Identify the lead source and intended intake path.
- 2
Map the available contact, matter, source, and assignment information.
- 3
Test representative and incomplete submissions.
- 4
Review created leads and reconcile failures after launch.
Connected lead capture
A website, campaign, referral source, or other approved intake system can submit the contact and matter information needed to begin firm review.
Firm-specific intake fields
The connection can be mapped to the participating firm’s available sources, case types, incident information, assignments, and configured intake fields.
Review inside PlaintiffDesk
Created leads enter a reviewable intake workflow where staff can complete missing details, manage follow-up, connect documents and activity, and decide whether to open a case.
Keep in mind
- The Lead API can be enabled for an approved firm connection; it is not an anonymous public intake channel.