PlaintiffDesk connects Lead API, Workflow automation, API documentation through the same case workflow, access model, and accountable team.
PlaintiffDesk connects Lead API, Workflow automation, API documentation through the same case workflow, access model, and accountable team.
Plan approved intake connections around a defined data contract, firm scope, validation, and accountable error handling.
An approved lead-intake integration can be defined to carry a structured submission into PlaintiffDesk under a private operation contract. The firm and implementation team agree on the use case, fields, validation, ownership, and review process before any integration is treated as available.
View the full featureDesign narrowly scoped no-code workflows for supported firm events and actions where an approved connection is available.
Approved no-code automation connections are scoped around a narrow firm event and an allowed action. The firm and implementation team define what may trigger, which data is necessary, what confirmation remains required, and who owns failures before a workflow is enabled.
View the full featureOrient approved developers to the technical materials available for a separately approved integration.
API documentation provides general guidance for developers working on an approved private PlaintiffDesk integration. When connection-specific materials are issued, they define the exact operations, credentials, fields, limits, and response contracts rather than establishing an unrestricted developer platform.
View the full featurePlaintiffDesk connects Lead API, Workflow automation, API documentation through the same case workflow, access model, and accountable team.