Lead Docket Support

General Lead Docket Information

• Installing DNS Records for Domain Authentication
• Referral Process in Lead Docket
• Texting Registration and TCPA Compliance
• Webhook Fields sent from Lead Docket to Outside Source

Integrations

• Slack Integration with Lead Docket
• Adding the Calendly Scheduling Link to Message Templates
• Associating CallRail Numbers with Sources in Lead Docket
• CallRail Integration with Lead Docket
• Elementor Forms Integration with Lead Docket
• Gravity Forms Integration

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Filevine and Lead Docket

• Renaming Filevine Project through Lead Docket Integration
• Language Other Than English Selected

Manage Menu Items

• Administrator Use in Lead Docket
• Bulk Actions
• Case Types
• Custom Field Types
• Lead Custom Fields - Adding / Editing / Removing
• Document Templates

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Vinesign

• Creating Vinesign Templates for Lead Docket