Augment LeadsThis guide is for intake managers, operations leads and the person who set up your CRM. It covers the delivery options, how to plan routing rules, and how to hand a lead to intake so nobody misses it.
Start with a delivery map
Before you connect anything, write down four things:
- Where leads should land. Your CRM, intake software, a shared inbox, or more than one.
- Who should know. The intake team, a specific office, a supervisor, or on-call staff after hours.
- How leads should be split. By state, office, case type, language or intake hours.
- What fields you need. Map every field the vendor sends to a field in your system, including the consent record.
This map becomes your setup checklist and the thing you check against when a lead goes missing.
Webhooks
A webhook is an automatic message the vendor's system sends to a web address your system provides, carrying the lead's fields. Most CRMs and automation tools can receive one.
What to agree with the vendor:
- The receiving URL and any authentication your system requires
- The format, usually JSON, and the exact field names
- How dates, phone numbers and states are formatted
- Where the TrustedForm certificate URL goes
- What happens if your system doesn't accept the message, and who gets told
Ask for the full field list in writing, then run a test lead through before your first paid order goes live. Check that every field lands where you expect, including the consent record.
LeadDocket
LeadDocket is intake software built for law firms. When leads go straight into LeadDocket, each one arrives as a new lead your intake team can work in the same queue as calls and web forms. During setup, map the vendor's fields to your LeadDocket fields, set the lead source so you can report on it, and decide which case type or marketing source each lead is filed under.
Litify
Litify is a legal practice and intake platform built on Salesforce. Firms using Litify usually receive leads as new intake records. Work with whoever administers your Litify setup to map fields, set the case type and source, and decide which queue or user each new record is assigned to.
GoHighLevel
GoHighLevel is a CRM and marketing automation platform that many firms use for follow-up. A new lead can create a contact, land in a pipeline stage and trigger a workflow, such as a text to the claimant, a task for intake or an alert to a team member. Map fields to contact fields or custom fields, and tag each lead by source and case type so your workflows can branch on them.
Email and SMS alerts
Even with a CRM integration, many firms add alerts so a new lead never depends on someone checking a screen.
- Email alerts go to a shared intake inbox or named people, with the key fields in the body.
- SMS alerts go to intake phones, often with the claimant's name, case type and state.
- Use alerts alongside your CRM, not instead of it, so every lead is still recorded in one place.
- Keep alert lists current. When staff change, update the list the same day.
Routing by office or case type
Routing rules decide where each lead goes. Common rules include:
- By state. Leads from each state go to the office or attorney licensed there.
- By office. Multi-office firms route by the claimant's ZIP code or county.
- By case type. Motor vehicle accident leads go to the PI team and workers' comp leads go to the workers' comp team. Some firms split further, such as truck or motorcycle crashes.
- By hours. After-hours leads go to on-call staff or an answering service.
Routing can happen on the vendor's side, inside your CRM or both. Write down which system owns each rule, so two systems don't send the same lead in different directions.
The intake handoff
Delivery is only half the job. The other half is making sure a person picks up the lead and acts on it.
- Assign an owner. Every lead should have one named person or queue responsible for the first call.
- Set a first-contact standard. Decide how your team calls, texts and follows up, and track it.
- Log every attempt. Record calls, texts and outcomes against the lead in your CRM.
- Flag problems early. If a lead looks unqualified, follow the vendor's written process for flagging it.
- Close the loop. Mark each lead as signed, declined, referred or unreachable, so reporting stays accurate.
Our speed-to-lead intake scripts cover first-call openings and follow-up sequences.
Common problems to check
- Leads arriving with fields in the wrong place because the field map was never tested
- Alerts going to a former employee's phone or inbox
- Two routing systems sending the same lead to two offices
- Consent records not saved with the lead
- No one owning leads that arrive outside intake hours
How Augment Leads delivers leads
Augment Leads generates 10,000+ leads every month across motor vehicle accident and workers' comp campaigns. We deliver by webhook, LeadDocket, Litify or GoHighLevel, or by email, SMS alert, a lead distribution platform or a Google Sheet. We can route leads by office or case type, and every lead goes to one firm only, with a TrustedForm certificate and an SMS-verified phone number. Unqualified leads are replaced under our written replacement policy, agreed before your first paid order. There's no agency retainer and no minimum term.
Spanish-speaking MVA and workers' comp leads are also available.
Frequently asked questions
What is lead routing for law firms?
Lead routing is how a new lead gets from the vendor to the right person at your firm. It covers where the lead lands, such as your CRM, who is alerted, and the rules that send it to the right office or team by state or case type.
How do webhooks deliver leads to a CRM?
A webhook is an automatic message the vendor's system sends to a web address your system provides, carrying the lead's fields. You agree the format and field names with the vendor, map each field in your CRM and run a test lead before going live.
Can leads go straight into LeadDocket, Litify or GoHighLevel?
Yes, many vendors can deliver into these systems. During setup, map the vendor's fields to your fields, set the lead source and case type, and decide which queue, user or workflow each new lead goes to.
Should I use email and SMS alerts as well as a CRM?
Many firms do. Alerts make sure intake sees each new lead, while the CRM keeps the record in one place. Use them together, and keep alert lists current when staff change.
How do I route leads by office or case type?
Set rules by state, ZIP code or county, case type, language or intake hours. Decide whether each rule lives with the vendor or in your CRM, and write it down so two systems don't route the same lead differently.
Set up delivery on a strategy call
Tell us your CRM, your offices and your case types. We'll map delivery and routing with you before your first paid order.