Accessing the Woodpecker API allows you to do things like:
Automatically populate a set of documents without having to open the documents themselves.
Use the responses to a client intake form (Google Form, Typeform, etc.) to automatically populate a set of documents for that client.
Integrate with your existing tools/platforms like Clio, Salesforce, PracticePanther, or other practice management platform or CRM, to automatically prepare documents using data stored in these platforms.
Use a service like Zapier to allow another service (like Gmail, Clio, Salesforce, etc.) to communicate with Woodpecker and automatically trigger the preparation of a set of documents and store that set of documents in a document management system or cloud storage drive.
Tons of other use cases!
If you're a developer and would like an API key you can obtain one here.
Need help setting up an integration with the Woodpecker API? We can help! Let us know and we'll be in touch.