Integration
AI calling + two-way sync for Lead Docket
Lead Docket exists because law firm intake is a conversion problem, not a paperwork problem. The firms that win the case are the ones that answered first and followed up on the fifth day when nobody else did. HighIQ takes that job: it calls the moment a lead hits Lead Docket, and it keeps working the ones that didn't pick up.
Intake is the most compliance-sensitive integration we run, so the agent's scope is deliberately narrow. It confirms contact details, captures the facts your intake form requires, screens against your practice-area criteria, and books the consultation or warm-transfers to an intake specialist. It does not give legal advice and it says so on the call.
Everything is documented back in Lead Docket: the recording, the transcript, the qualification answers and the disposition, on the lead record your intake team already works from. Referral-out and conflict-check outcomes get their own dispositions so the audit trail stays clean.
What syncs
Everything HighIQ writes back into Lead Docket
Notes with call summary + recording
Summary, captured intake answers and a recording link written to the Lead Docket lead.
Call logs
Every intake attempt logged with outcome and duration.
Tasks with round-robin or weighted assignment
Consultations and escalations create tasks assigned to intake staff by rotation or weighting.
Tags
Practice area, case-type and screening tags applied to the lead.
Stage + sub-status
Lead status and sub-status advanced — qualified, consult set, referred out or declined.
Event example
Consultation set — what writes back
A single conversation outcome, and every field it touches in Lead Docket.
- 01Note added to the Lead Docket lead with the intake summary and recording link.
- 02Call logged with outcome and duration.
- 03Task assigned to the intake specialist covering that practice area.
- 04Tags applied for practice area and screening result.
- 05Status advanced to Consultation Set with the matching sub-status.
- 06AI paused on that lead so intake owns the next contact.
Where this fits
Lead Docket is a legal intake system — the legal page covers screening, compliance and consult booking.
AI intake agents for law firms →FAQ
Lead Docket + HighIQ, answered
Does the AI give legal advice?
No. It confirms details, captures the intake facts you specify, screens against your criteria and books the consultation or transfers to a human. It identifies itself as an AI assistant.
How does HighIQ handle recording consent?
Recording disclosure is part of the script and can be configured per state. DNC and litigator scrubbing run on every outbound list.
Can it screen out cases we don't take?
Yes. Practice-area criteria become qualification logic, and declined or referred-out leads get their own disposition and status so the record is auditable.
Who configures the intake questions?
Your team defines them and ours builds them during White Glove Onboarding, mapped to the Lead Docket fields your intake staff already use.