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DocketWise (AffiniPay) + HubSpot Integration
DocketWise is a case-management and client-intake platform for immigration and law firms. Our integration connects clients, matters and intake data with HubSpot, so intake and client success run in the CRM while attorneys keep working in DocketWise.Our Experience
Method: custom build on Karana (iPaaS); HubSpot is the intake/CS layer, DocketWise the attorneys' system of record.
Built: HubSpot Contact → DocketWise (client push); Matter ↔ HubSpot ticket association; intake forms and lead management in HubSpot; unified HubSpot + DocketWise + Vonage workflow.
In plain terms: DocketWise is where immigration attorneys manage cases. We connect it to HubSpot so the client-success team runs intake, calls and follow-up in HubSpot, new clients flow into DocketWise automatically, and matter details show up on the HubSpot ticket — so both teams work from one connected process without double entry.
- Legal
- Matter management
Planning a DocketWise + HubSpot integration?
Tell us which DocketWise objects and firm workflows you need to connect. We'll recommend the right integration architecture, sync direction, and implementation approach.
Book a Call
Tell us which DocketWise objects and firm workflows you need to connect. We'll recommend the right integration architecture, sync direction, and implementation approach.
Book a Call
Data Sync Objects
| HubSpot Object | DocketWise (AffiniPay) Object | Direction |
|---|---|---|
| Contacts | Clients | HubSpot → External |
| Tickets | Matters | External → HubSpot |
| Custom Objects | Intake / Case data | External → HubSpot |
Use Cases
Intake in HubSpot
Customer Success handles new-lead calls, qualification and scheduling in HubSpot, so intake is captured and tracked in the CRM before a matter is ever opened.
New lead → HubSpot intake → consultation scheduledContact-to-DocketWise
When a lead becomes a client, the HubSpot contact pushes into DocketWise so attorneys open the matter without re-entering the details.
HubSpot Contact → DocketWise clientMatter Visibility for CS
Matter data from DocketWise is surfaced against HubSpot tickets, so Customer Success can answer client questions and follow up without leaving HubSpot.
DocketWise Matter → HubSpot ticket associationFeatures
- Contact push to DocketWise
- Matter-to-ticket association
- Client intake in HubSpot
- Built on Karana middleware
- Unified HubSpot + DocketWise + Vonage workflow
- Field-level mapping
Frequently Asked Questions
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How does the DocketWise HubSpot integration work?
DocketWise is a legal case-management and client-intake platform used by immigration and law firms. We build a custom integration on Karana so HubSpot runs intake and client success — contacts push into DocketWise when a lead becomes a client, and matter data is surfaced on HubSpot tickets — while attorneys keep working in DocketWise.
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What data can I sync between DocketWise and HubSpot?
HubSpot contacts push to DocketWise as clients, DocketWise matters are associated to HubSpot tickets, and intake and case data come across as custom objects — scoped so each system stays the source of truth for its own records.
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Can the integration be customized to our DocketWise setup?
Yes. Which records sync, in which direction, and how matters map to tickets are scoped to your firm's workflow across HubSpot, DocketWise and your phone system.