Here’s how it works

Our integrations team will first build your integration according to your custom needs, then send an email containing a unique link. When you click on the link, you’ll need to verify your login information. After that, the integration will be active.

From there, all new client messages taken by our virtual receptionists will be in the Matters section of your Lawmatics platform. The caller’s contact information and their message will be in the corresponding fields in their matter, and your custom intake questions and answers will populate into the Notes section.

These messages will still be sent to your Answering Legal app and/or your email. Keep in mind that only new lead messages will be sent to Lawmatics, keeping your intake management free from the clutter of existing client messages.

Skip the data entry

Every new lead in the Matters section of your Lawmatics platform will contain the results of your custom legal intake process. You’ll never have to enter new lead information from a phone message again.

Track your clients’ journeys

The information you need to secure your new leads will be instantly available to you in the Matters section of your platform at the end of a call. From there, you can track their journey to client and manage your communications with them, all in the same place.

Automatically follow up with all of your leads

Lawmatics allows you to automatically send follow-ups, information requests, and even representation agreements once you have contact information. You’ll be able to set up automations with your phone messages, allowing you to easily secure new business.