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What gets synced to Lead Docket?
Published: 07.14.25
Your Answering Legal messages populate the following fields in Lead Docket:
- First Name
- Last Name
- Phone Number
- Email Address
- Intake Responses appear in:
- Case Details
- Notes (inside each Opportunity)
Make sure the form used in Lead Docket includes all default fields required for the sync to work properly.
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