Handler Firm: Full Integration with Polling

Receive case invitations via polling, respond via API, and sync status updates bidirectionally.


🎯 Overview

📌 TL;DR

You're a firm that receives referrals. Poll for new invitations, accept or decline via API, and send/receive status updates—all without needing webhook infrastructure.

This guide is for you if:

  • You receive case referrals from other firms via Lexamica

  • You want to accept/decline invitations programmatically

  • You can't receive webhooks or prefer polling

  • You need to send status updates from your system

For real-time webhooks instead, see Handler Firm: Full Integration with Webhooks


📖 Key Terms

Term
Definition

Handler

Your firm—you receive and handle referred cases

Invitation

A request for you to handle a case

Stored Event

An event stored for polling retrieval


⚙️ Architecture


📋 Prerequisites

Credentials:

Infrastructure:

Foundational Docs:


💡 Step-by-Step Implementation

Step 1: Create Mappings

Same mappings as the webhook version:

CaseInvitation Mapping:

CaseUpdate Mapping:

Step 2: Create Stored Event Subscriptions

Step 3: Poll for Events

Query stored events periodically.

Step 4: Respond to Invitations

Same API calls as the webhook version:

Step 5: Send Status Updates


🔧 Complete Code Example


📋 Invitation Actions

Same actions available as the webhook version:

Action
When to Use

Accept

You want to handle the case

Decline

You can't take it (provide reason)

Evaluate

Need more time to decide

Contact Attempted

Tried to reach the client

Consult Complete

Initial consultation done


❓ FAQ

❓ "How often should I poll for invitations?"

📝 Full Answer: Invitations have expiration times, so poll frequently enough to respond before they expire:

Typical Expiration
Recommended Poll Interval

24-48 hours

Every 5-15 minutes

1 week

Every 30-60 minutes


❓ "What if I miss an invitation?"

If an invitation expires before you respond, it's marked as expired. The originator may re-send or try another firm.


➡️ Next Steps


Last updated: January 2026

Last updated