Create a new lead/intake. FirstName+LastName or FullName required. CellPhone and Email strongly recommended.

Create a new lead/intake with full field set including address, DOB, and contact preferences.

Create a lead with duplicate checking disabled (for On-Behalf-Of cases where the same contact has multiple matters).

Retrieve a lead/intake by LeadID. Returns contact info, status, case type, and all stored fields.

Update the status of a lead/intake. Common values: New Lead, Emailed Intake Questionnaire, Sent Retainer Contract, Signed Retainer Contract, Converted to Case, Approved.

Assign a lead/intake to a staff member (LeadAssignee — the user managing the lead).

Set the owner of a lead/intake (LeadOwner — the attorney or partner who owns the matter).

Update the case type of a lead/intake (e.g., Auto Accident, Workers Compensation, Divorce).

Update the case description/summary for a lead.

Add a conversation note or chat transcript to a lead.

Add tags to a lead. For multiple tags, separate with commas: 'New, Level 1, High Value'.

Update the preferred language for a lead (e.g., Spanish, French, Mandarin).

Update contact information fields on a lead (phone, email, address).

Set a custom field on a lead. field_name is the API parameter name (e.g., custom2413). Custom field names are found in the LawRuler Intake Form Builder.

Update multiple fields on an existing lead at once. custom_fields_json accepts a JSON object of field_name:value pairs for custom fields.