What You Get With This Integration
- Contacts newly created in Blazeo will automatically transfer to Lawmatics
- View transcript of initial contact in a note on the matter
Integration Feature Details
Contact transfer
Blazeo syncs seamlessly with Lawmatics to push over any new leads from your webchats. While Blazeo handles your intake, your pipeline stays up to date in Lawmatics.
Record keeping
A transcript of the conversation between your lead and the Blazeo service will automatically save as a note to the matter's profile in Lawmatics. This offers you a record of communication with the lead.
MHSB Integration Notes
MHSB Implementation Perspective
MHSB configures and optimizes the Blazeo + Lawmatics workflow so your intake handoff, matter updates, and follow-up automations stay consistent as your firm scales.
Source-Aligned Overview
Push lead and client information from Blazeo into Lawmatics as a new matter. Transcripts of the initial conversation via Blazeo are also added as notes to a matter in Lawmatics.
Supplemental Guidance
By integrating Blazeo with Lawmatics, you can automatically capture and manage leads generated from your Blazeo chat interactions into your Lawmatics account. This integration streamlines the intake process, ensuring that every conversation is logged and potential clients are efficiently followed up with. This guide will provide you with step-by-step instructions for setting up the integration and making the most of Blazeo’s capabilities.
Setup Focus
Common setup path from supplemental documentation: Connecting Blazeo.
