What You Get With This Integration
- Contacts newly created in Answering Legal will automatically transfer to Lawmatics
- Matters sourced from Answering Legal will be attributed to Answering Legal in the Lawmatics Activity Timeline
Integration Feature Details
Contact transferring
Whether from phone calls or web chats, Answering Legal syncs seamlessly with Lawmatics to transfer over any new leads. While Answering Legal handles your intake, your pipeline stays up to date in Lawmatics.
MHSB Integration Notes
MHSB Implementation Perspective
MHSB configures and optimizes the Answering Legal + Lawmatics workflow so your intake handoff, matter updates, and follow-up automations stay consistent as your firm scales.
Source-Aligned Overview
As Answering Legal captures your new leads they also have the capabilities to receive qualified lead information and transfer that information right into Lawmatics.
Supplemental Guidance
By integrating Answering Legal with Lawmatics, new calls can automatically generate matters in your Lawmatics account, ensuring that every potential case is efficiently captured and tracked. This guide will walk you through setting up the integration for Answering Legal.
Setup Focus
Common setup path from supplemental documentation: Connecting Answering Legal.
