Overview
Using Zapier, you can connect Docketwise and LeanLaw so that new contacts in Docketwise automatically create matching client records in LeanLaw. This eliminates duplicate data entry between your immigration practice management platform and your billing system.
Beta Notice: The LeanLaw Zapier app is currently in beta and is not fully supported by the LeanLaw support team. We welcome your feedback at product@myleanlaw.com as we continue to expand functionality ahead of a full release.
What You'll Need
A LeanLaw account with API access
A Docketwise account
A Zapier account (free or paid)
How It Works
Zapier connects Docketwise and LeanLaw using a simple "trigger and action" workflow called a Zap. When something happens in Docketwise (the trigger), Zapier automatically performs an action in LeanLaw.
Zap | Trigger (Docketwise) | Action (LeanLaw) |
Push Clients | New Contact — triggers when a new contact is created | Create Client in LeanLaw |
Note: Docketwise's Zapier triggers use polling, so new contacts are picked up within a few minutes rather than instantly.
Getting Started
Log in to Zapier and click Create a Zap
Set the trigger: Search for Docketwise, select it, and choose New Contact
Connect your Docketwise account and test the trigger
Set the action: Search for LeanLaw, select it, and choose Create Client
Connect your LeanLaw account using your API key
Map the fields from Docketwise to LeanLaw (see tips below)
Test the Zap and turn it on
Field Mapping Tips
Docketwise Contact → LeanLaw Client
Map the Docketwise contact Name to the LeanLaw client Name
Docketwise does not currently offer a case or matter trigger on Zapier, so only client syncing is available through this integration. If you only need clients, consider creating a matter with the same name under the client you created.