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Once activated, Answering Legal automatically sends all new client messages into the Opportunities section of your Lead Docket account.

Here’s how it works:

• You or your team provide us with your Answering Service form URL from Lead Docket.
• Our Tech Team uses this to set up the connection.
• The integration becomes active immediately and requires no login credentials or tokens.

All synced leads appear as new Opportunities, complete with case details and notes.