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The Dialpad + LeadDocket integration helps legal teams manage calls and lead records from one place. During an active call, agents can use the built-in Dialpad panel to search LeadDocket contacts, browse associated leads, and link the right lead without leaving the conversation. Once a lead is linked, Dialpad automatically writes a note to that lead after the call ends, including a call summary and a link to the Dialpad call history page. When Task Queue is enabled, the note can also include richer AI content like recaps and dispositions. The result is less context switching, more reliable call documentation, and cleaner LeadDocket records—without requiring agents to jump between systems.
In-call LeadDocket search: Search contacts in LeadDocket by name, email, or phone directly from Dialpad during an active call.
Browse associated leads: View the leads tied to a selected contact, including lead summary, status, practice area, and recent activity.
Manual lead linking: Link the correct lead to the active call before hangup so the interaction is tied to the right record.
Automatic post-call notes: Once a lead is linked, Dialpad automatically writes a note to LeadDocket after the call ends.
Call summary + history link: Each logged note includes a call summary and a direct link to the Dialpad call history page.
Optional richer AI logging: With Task Queue enabled, notes can include merged AI recap and disposition details for more complete records.
