Call done. Opportunity in Lead Docket.
Personal-injury and similar firms using Lead Docket get a new opportunity on each qualified Niche lead: customer name, phone, job notes, and a link back to the conversation.
What syncs, and when
No CSVs. No nightly cron.
Live, bidirectional, idempotent. Niche reads what it needs from Lead Docket and writes back at the right moment in the conversation.
- Opportunity form POST Out On qualified lead
- Name, phone, job info Out On push
- Conversation link Out On push
What it actually does
Five things only happen when Niche talks to Lead Docket.
Your opportunity form, not a generic webhook
Niche posts to the Lead Docket opportunity form URL for that firm. Fields match what intake already types: name, phone, job_info, conversation_link.
Per-office mapping
Each Niche business maps to a specific Lead Docket form (e.g. form/8 vs form/22). Multi-office firms don't dump every lead into one docket.
Enabled with Niche, not a public OAuth card
Like Clio, this is configured for the businesses that run Lead Docket. Request enablement if you don't see opportunities landing.
Setup
Live in 30 minutes.
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Step 01
Have the opportunity form URL
Lead Docket → the form you use for new opportunities (the /opportunities/form/N path).
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Step 02
Niche maps the business
We attach that URL to the Niche business. No Zapier hop.
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Step 03
Run a test intake
Confirm the opportunity appears with phone and the conversation link staff can open.
Popular with
Shops on Lead Docket that run on Niche.
FAQ
Questions people on Lead Docket ask.
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Is this Zapier?
No. Niche POSTs directly to your Lead Docket opportunity form. Name, phone, job notes, conversation link.
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Self-serve marketplace card?
Not today. Enablement is per business. Contact Niche with the form URL for each office.
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