Reception, chatbots, and intake
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Blazeo

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.

Certified build path
Data-safe rollout
Go-live support
Blazeo integration visual

Partner-grade

Implementation controls

Execution-ready

Rollout playbook

Implementation Proof

From kickoff through post-go-live support

1 to 2 Weeks

Typical launch window

Includes chat configuration, contact creation mapping, and pipeline automation testing.

Every Chat

Creates a Lawmatics contact

Blazeo live chat conversations push leads into your intake pipeline with details attached.

24/7

Website lead capture

Live agents engage visitors around the clock and qualified leads flow into Lawmatics.

"Blazeo catches the website visitors who would have bounced without contacting us. MHSB wired the integration so each qualified chat creates a Lawmatics contact tagged by practice area and ready for follow-up."

Marketing Manager, Personal Injury Firm

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
  • Capture website visitors as leads 24/7 through live chat staffed by trained operators
  • Reduce time-to-contact by triggering Lawmatics automations the moment a chat ends
  • Track chat-sourced leads separately in Lawmatics reporting to measure website chat ROI

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.

Custom form integration

The connection between Blazeo and Lawmatics runs through a custom form API. MHSB builds and maps this form so that every field Blazeo collects -- name, phone, email, practice area, and chat notes -- lands in the correct Lawmatics field automatically.

Automated follow-up on chat leads

MHSB configures Lawmatics automations that trigger the moment a Blazeo chat creates a new matter. This typically includes a welcome email, an intake coordinator notification, and a consultation booking link sent to the lead.

Partner Implementation Blueprint

Estimated timeline: 1-2 weeks including custom form creation, API connection, automation configuration, and end-to-end testing.

  1. 1

    Create a custom form in Lawmatics with fields that match the data Blazeo collects during live chat sessions, including name, phone, email, practice area, and transcript.

  2. 2

    Copy the API link and field mapping from the Lawmatics custom form and share them with Blazeo so their system can submit leads through the form API.

  3. 3

    MHSB configures pipeline routing rules in Lawmatics so Blazeo-sourced leads are automatically placed in the correct practice area pipeline and assigned to the right team member.

  4. 4

    Set up Lawmatics automations triggered by new Blazeo form submissions, such as a welcome email, intake coordinator alert, and consultation scheduling link.

  5. 5

    Run test chat sessions and verify that matters are created in Lawmatics with all fields populated, the transcript is saved, and automations fire correctly.

QA Checklist

  • Complete a test Blazeo chat and confirm a new matter appears in Lawmatics with the correct practice area, contact information, and chat transcript.
  • Verify that the matter is attributed to the Blazeo lead source in Lawmatics.
  • Test that the welcome email automation fires within the expected timeframe after the matter is created.
  • Confirm that the intake coordinator receives a notification when a new Blazeo lead enters the pipeline.

Common Handoff Risks

  • If the custom form fields in Lawmatics do not match the data Blazeo sends, some information may be lost or placed in the wrong field. MHSB validates the field mapping before going live.
  • Changes to the Lawmatics custom form after setup, such as renaming or removing fields, can break the API connection. Notify MHSB before modifying the form.
  • Blazeo's live operators follow scripts provided by your firm. If the script does not ask for the right information, the data pushed to Lawmatics will be incomplete. MHSB reviews the script during onboarding.

When This Integration Is the Right Fit

  • A personal injury firm uses Blazeo live chat on their website to engage visitors browsing practice area pages. When a visitor chats about a car accident, the Blazeo operator collects basic case details and the lead appears in Lawmatics within minutes, ready for intake coordinator follow-up.
  • A family law firm runs paid search ads that drive traffic to their website. Blazeo captures visitors who are not ready to call, and the chat transcript gives the intake team enough context to personalize the follow-up call.
  • A criminal defense practice uses Blazeo to handle evening and weekend website traffic. Leads from Saturday night chats are waiting in the Lawmatics pipeline Monday morning, complete with transcripts and contact information.
  • A multi-practice firm configures Blazeo to ask which area of law the visitor needs help with. MHSB routes the resulting Lawmatics matter to the correct practice area pipeline based on the visitor's answer.

How This Fits into a Lawmatics Implementation Plan

A strong Blazeo integration only works when field mapping, workflow ownership, QA, and team training are designed together. MHSB typically scopes this work as part of a Lawmatics audit, implementation project, or post-launch optimization engagement.

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. Blazeo handles the front-end conversation with your website visitors, and MHSB makes sure every one of those conversations becomes an actionable lead in your Lawmatics pipeline.

The key to getting value from live chat is speed. A lead who chats on your website at 2 PM expects a response within minutes, not hours. By connecting Blazeo to Lawmatics and layering on automations, MHSB ensures that chat leads receive immediate follow-up — a welcome email, a consultation link, and an intake coordinator notification — before they move on to the next firm in their browser tabs.

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.

How MHSB Connects Blazeo to Your Lawmatics Pipeline

The Blazeo integration uses the Lawmatics custom form API. MHSB creates a dedicated form in your Lawmatics account with fields that map to the data Blazeo collects: first name, last name, phone number, email, practice area, and a notes field for the chat transcript. The form’s API endpoint is shared with Blazeo, and from that point forward, every completed chat automatically submits the collected data to Lawmatics.

Once the lead lands in Lawmatics, MHSB configures what happens next:

  • The matter is assigned to the correct practice area pipeline based on the lead’s stated need.
  • The intake coordinator receives an email or in-app notification about the new lead.
  • The lead receives a welcome email with your firm’s branding, a link to schedule a consultation, and any other information your firm wants to share immediately.
  • If the lead does not schedule within 48 hours, a follow-up text or email is sent automatically.

This sequence runs without anyone on your team having to lift a finger, and every step is logged on the matter timeline in Lawmatics.

Setup Focus

Common setup path from supplemental documentation: Connecting Blazeo.

Integration FAQ

Is Blazeo the same as ApexChat?

Blazeo was formerly known as ApexChat. The integration and functionality are the same. If your Lawmatics account still references ApexChat, the connection works identically.

Does Blazeo use real people or chatbots?

Blazeo offers live chat staffed by trained operators as well as automated chatbot options. The Lawmatics integration works with both modes. MHSB configures the connection regardless of which mode your firm uses.

How quickly do chat leads appear in Lawmatics?

Leads are pushed to Lawmatics through the custom form API as soon as the chat session ends. In most cases, the matter is created within one to two minutes of the chat completing.

Can I track how many leads come from Blazeo?

Yes. MHSB configures the integration to tag every Blazeo-sourced matter with the lead source. You can filter your Lawmatics pipeline and reporting by this source to see chat lead volume and conversion rates.

What if a returning visitor starts a new chat?

If the visitor provides contact information that matches an existing Lawmatics matter, the new transcript can be added to the existing matter. MHSB configures duplicate detection rules to prevent unnecessary duplicate matters.

Can Blazeo be installed on just specific pages of my website?

Yes. You can control which pages display the Blazeo chat widget. Many firms choose to show it only on practice area pages and the contact page, rather than every page of the site. This is a Blazeo configuration setting, not a Lawmatics one.

Implementation Packages

Choose Your Blazeo Implementation Path

MHSB can execute this integration as a focused sprint, a production hardening engagement, or a full operating-system rollout.

Blazeo Launch Sprint

Chat-to-contact mapping, practice area tagging, and intake pipeline automation setup.

Ideal for: Firms adding Blazeo live chat and connecting it to Lawmatics intake.

Most Selected

Blazeo Scale Hardening

Multi-practice routing, chat qualification alignment, and expanded pipeline automation triggers.

Ideal for: Firms with high website traffic needing chat leads categorized by practice area.

Launch Blazeo in Your Lawmatics Workflow

Get MHSB support to configure mapping, automations, and data quality checks for your integration rollout.

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