Integration Examples
🎯 Overview
📖 Find Your Guide
What role does your firm play?
Are you SENDING cases to other firms?
│
├─► YES: You're an ORIGINATOR
│ │
│ ├─► Just sending leads from a form?
│ │ └─► Lead Form Submission (simplest)
│ │
│ ├─► Sending cases + want updates back?
│ │ ├─► Can receive webhooks? → Originator: Full Integration (Webhooks)
│ │ └─► Need to poll instead? → Originator: Full Integration (Polling)
│ │
│ └─► Importing existing cases with known handlers?
│ ├─► Can receive webhooks? → Import Existing Cases (Webhooks)
│ └─► Need to poll instead? → Import Existing Cases (Polling)
│
└─► NO: You're a HANDLER (receiving cases)
│
├─► Just want to know when cases arrive?
│ ├─► Can receive webhooks? → Receive Cases (Webhooks)
│ └─► Need to poll instead? → Receive Cases (Polling)
│
└─► Want to respond to invitations + send updates via API?
├─► Can receive webhooks? → Handler Firm: Full Integration (Webhooks)
└─► Need to poll instead? → Handler Firm: Full Integration (Polling)📋 All Guides at a Glance
Originator Guides (Sending Cases)
Guide
Use Case
Complexity
Data Flow
Handler Guides (Receiving Cases)
Guide
Use Case
Complexity
Data Flow
Appendix
Guide
Use Case
⚙️ Prerequisites (All Guides)
Doc
Required For
💡 Choosing Between Webhooks and Polling
Factor
Webhooks
Polling
🔧 Quick Reference
Base URL
Common Endpoints
Purpose
Endpoint
Key Events
Event
Triggered When
Last updated
