Firm-specific mapping
Approved contact, matter-type, source, incident, and configured intake fields are mapped for the participating firm.
Lead API
Plan approved intake connections around a defined data contract, firm scope, validation, and accountable error handling.
What it does
A practical part of the firm’s workflow.
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.
Defined validation
The private contract identifies required values, accepted formats, reference choices, and duplicate-handling expectations.
Reviewable outcome
The integration design includes a success reference, usable failure handling, and a reconciliation owner.
How it works
What the team can expect.
Approve the use case
Identify the firm owner, responsible developer, source system, minimum data, and intended intake workflow.
Map and test privately
Use the issued contract to validate fields, permissions, duplicates, errors, and representative submissions.
Monitor the approved workflow
Reconcile created leads, review failures, and change mappings only through the agreed process.
Have leads coming from somewhere else?
Plan structured intake submissions around the approved contract for that connection.