Partner docs

LexFlow partner intake widget

Embed LexFlow’s secure intake form on referral firm websites. Every submission is tagged, consent-logged, and routed into your dashboard.

1. Copy the script

From Settings → Team roles, copy the auto-generated snippet for the partner firm.

<script async src="https://your-lexflow-domain.com/partner-intake.js"
  data-firm="{FIRM_ID}"
  data-partner-name="Partner Name"
  data-brand-color="#0f172a"
  data-height="640"></script>
  • `data-firm` – required; ensures submissions are tagged to the referral firm.
  • `data-partner-name` – optional; personalizes consent language.
  • `data-brand-color` – optional hex color for the submit button.
  • `data-height` – optional pixel height (defaults to 620px).
  • `data-source` – optional custom source tag (e.g., `partner:redwood-site`).

2. Drop into the partner site

Paste the script wherever the partner wants the form to appear. The widget renders inline and inherits the width of its container.

For CMS platforms (Webflow, Wix), use an embed element. For WordPress, add it to a custom HTML block.

3. Test the intake

You can preview the widget without touching a partner site:

https://your-lexflow-domain.com/widget/intake?firm={FIRM_ID}&partnerName=Partner%20Name

Submit a test lead—LexFlow records the consent text, IP address, and audit events on the lead detail page.

FAQ

Can we add hidden metadata?
Use `data-source` or extend the script by adding `data-metadata` with a JSON string. It will be merged into the lead’s metadata payload.
Is the widget responsive?
Yes. The iframe expands to 100% of its container. Adjust `data-height` if the host site needs more space.
How does consent work?
The widget enforces a consent checkbox. The consent text, timestamp, and IP are stored on the lead record and surfaced in the audit trail.