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Overview

With our direct integration, all new client messages from Answering Legal are automatically added to your Lawmatics account. This seamless sync streamlines your lead management process, enabling faster responses and fewer missed opportunities.

What This Integration Does

• Pushes new client messages into Lawmatics as new Matters
• Populates key contact and intake information directly into the platform
• Simplifies onboarding and intake without manual data entry

Getting Started

1. Activate the Integration
   • Our Tech Team will send you a secure OAuth2 link.
   • Click the link, log in to Lawmatics, and approve the connection.
   • The integration becomes active immediately and remains valid for 12 months.
2. Reauthorization
   • We’ll notify you when it’s time to renew.
   • Simply re-click the link and re-authenticate—no reconfiguration needed.

What You’ll Need

• Lawmatics login credentials
• The secure activation link from Answering Legal

What Gets Synced

• Contact Information: Name, Phone Number, Email Address, and Message
• Unique intake responses populate in the Notes section of each Matter
• Leads appear in the Matters tab within Lawmatics

Where to Find Your Leads

1. Hover over CRM at the top of the Lawmatics dashboard.
2. Click on Matters to view all leads.
3. Review activity under the Activities and Notes tabs in each Matter for full message content.

Troubleshooting

Issue: Lead not visible in Lawmatics Checklist:

• Confirm the call was for a New Client
• Check under Matters—this is where leads populate
• Confirm the integration is marked as Active

Need help?

• Email us the Message ID(s) and a screenshot of where you’re looking.
• We’ll validate if the lead synced successfully or assist further.

Tips for Best Results

• If your firm uses automations in Lawmatics, confirm that new Matters from Answering Legal trigger your intended workflows.
• If you’re getting duplicate entries, ensure no overlapping internal automations are also generating Matters from the same event. In addition to this: make sure you are using a “booking link,” rather than an “appointment-calendar” link. The reason for this is that an “appointment-calendar” link, when filled out by our virtual receptionists, will create a new matter in Lawmatics, resulting in duplicate matters. Using a “booking link” will simply create the event on your calendar, while the intake we perform on the new client caller will create the corresponding new matter in Lawmatics. If you need further clarification on the difference, our Technical Support Team will walk you through setting this up. If this is happening, submit the support ticket below and it will automatically send your message to the team!
• Prefer leads to show up in a specific “Stage” in Lawmatics? Use Lawmatics automation rules to route Answering Legal leads accordingly.