Lexidesk has native integrations for the most common tools law firms use (Clio, HubSpot, Lawmatics, and others). If you use something we don't natively support, or you want to do something more custom on top of an integration we do support, you can set up a custom integration using a webhook.
A webhook is just a URL that another tool (like Zapier, Make, or your own system) gives you. Once you paste that URL into Lexidesk, every new lead or client is sent to that URL automatically, and the receiving tool can do whatever you want with it.
This article is for firm admins and IT folks who want to connect Lexidesk to a tool we don't natively integrate with, or to extend what our native integrations already do.
What you can do with a custom integration
A custom webhook is flexible. Here are the most common things firms use it for:
Connect a CRM or practice management system we don't natively support. The webhook sends the full lead/client payload, so Zapier, Make, or n8n can map the fields to your system.
Get notified in Slack or Microsoft Teams. Post a message to a channel every time Lexidesk captures a new lead, including the caller's name, case details, qualification, and priority.
Extend a native integration. Already using our Clio or HubSpot integration? Layer a webhook on top to add custom logic, create deals in the right pipeline stage, create matters with specific custom fields, or mirror the data into a second system.
Push every conversation to a spreadsheet or database. Route leads and clients into Google Sheets, Airtable, Notion, or your own database so you have a running log you control.
Build any other automation a no-code platform supports. If Zapier, Make, or n8n can connect to it, Lexidesk can send data to it.
What data Lexidesk sends
When you set up a custom webhook, you choose which events trigger it. There are three options:
New leads only. The webhook fires when a new potential client contacts your firm for the first time.
Existing clients only. The webhook fires when someone who's already a client calls or messages.
Both new leads and existing clients. The webhook fires for every conversation.
Pick the scope that matches what your downstream tool is built for. For example, a CRM like Clio Manage usually wants both. A Slack notification for intake probably only wants new leads.
Where to configure it in Lexidesk
Custom webhooks live inside the agent settings. To find them:
Go to Agents
Click Configure.
Open the Integrations tab.
Find the Custom webhook section.
From here, you can paste your webhook URL and choose the data scope (new leads, existing clients, or both).
How to set up a custom integration
There are two ways to get a webhook URL. Pick whichever matches your situation.
Option 1: Use one of our ready-made templates
We've built templates for the most-requested tools so you don't have to start from scratch. Open the link for your tool, connect your own account inside Make or Zapier, and the platform will generate a webhook URL for you.
Clio Manage - Lexidesk + Clio Manage template (Make)
Clio Grow - Lexidesk + Clio Grow Template (Make)
HubSpot CRM - Lexidesk + HubSpot template (Make)
goHighLevel - Lexidesk + goHighLevel template (Make)
Lawmatics - built on Zapier on our end. Zapier doesn't let us share a full template link, so we set this up for you. We need quick, one-off access to your Lawmatics account to build it out.
Neos - same setup as Lawmatics. We build the Zapier flow on our end and need one-off access to your Neos account.
Tip: The Make templates above are starting points. Once your scenario is running, you can add steps, tweak field mappings, or split the flow into multiple destinations. Nothing is locked.
Option 2: Build your own webhook
If your tool isn't on the list above, or you want full control, build the flow yourself in Zapier, Make, n8n, or any other platform that accepts webhooks.
In your automation platform, create a new scenario that starts with a Webhook trigger.
The platform will give you a unique webhook URL. Copy it.
Open Lexidesk and go to Agents → Configure → Integrations → Custom webhook.
Paste the URL and choose the data scope (new leads, existing clients, or both).
Save.
Back in your automation platform, add the steps you want: create a record in your CRM, post to Slack, append a row to Google Sheets, whatever fits.
Run a test call or message through Lexidesk to confirm the data arrives and the downstream steps fire.
Real examples of what firms are doing
Create deals in HubSpot in the right pipeline stage. The webhook fires on a new lead, and the Make scenario creates a HubSpot deal, assigns it to the intake rep, and puts it into the correct stage based on case type.
Create matters in Lawmatics with custom fields. Every new qualified lead becomes a matter in Lawmatics with case type, jurisdiction, and intake summary pre-filled.
Slack notification on every new lead. A message is posted to the #intake channel with the caller's name, phone number, case type, and whether the AI qualified them.
Google Sheets master log. Every conversation, lead or existing client, is appended to a spreadsheet so the firm has a running audit trail they own.
Native + custom combo. Firms already using our native Clio integration layer a webhook on top to also sync the same intake into their reporting dashboard.
FAQs
Do I need to be technical to set this up?
No. If you use one of our templates (Clio Manage, HubSpot, goHighLevel, Lawmatics, Neos), the only thing you do is click a link, log in to your account, and send us the webhook URL. Everything else is on our side or inside the template. If you want to build a custom flow from scratch, basic familiarity with Zapier or Make helps, but no coding is required.
Does the custom webhook replace the native integration?
It can do that or in can run in addition. You can have a native integration (like Clio or HubSpot) turned on and a custom webhook going to a different tool at the same time.
Can I send the same data to more than one tool?
Yes. Inside Make, Zapier, or n8n, you can branch a single webhook into as many destinations as you want. One webhook from Lexidesk can populate your CRM, post to Slack, and log to Google Sheets all at once.
What if the tool I need isn't on your template list?
As long as your tool is supported by Zapier, Make, n8n, or any no-code automation platform (most SaaS tools are), you can connect it. Build the scenario yourself, or reach out to [email protected] and we'll help you scope it.
What happens if my webhook breaks or the downstream tool is down?
If the receiving URL fails, the event doesn't reach your downstream tool, but it doesn't affect the call or the native integrations. Native CRM sync (Clio, HubSpot, Lawmatics) keeps working independently. When you fix the downstream flow, new events will start flowing again.
Still stuck?
Email [email protected] with your firm name and the tool you're trying to connect. If it's something we've integrated before, we'll send you the template. If it's new, we'll scope it with you.