1 to 2 Weeks
Typical launch window
Includes tracking number mapping, source audit, test calls, and attribution validation.
Lead generation & marketing
C CallRail
Log incoming calls and automatically record which of your marketing sources the call is attributed to. View an overview of your firm's call history as well as the call activity log on each individual matter.
Certified build path
Data-safe rollout
Go-live support
Partner-grade
Implementation controls
Execution-ready
Rollout playbook
Implementation Proof
From kickoff through post-go-live support
Every Call
Marketing source attributed
Each incoming call carries its campaign source into Lawmatics reporting automatically.
0 Blind Spots
Full channel attribution
Phone calls from Google Ads, directories, billboards, and referrals all tracked in one system.
Quarterly
Mapping review cadence
MHSB establishes a tracking number audit process to keep attribution current.
"Before MHSB set up our CallRail integration, we were guessing about which ads were working. Now we can see that our Google Ads PI campaign brings in three times the matter value of our directory listings, and we shifted budget accordingly."
Need the right implementation path first?
MHSB does more than connect tools. We help law firms choose the right Lawmatics audit, build, and optimization sequence before configuration begins.
Book a Strategy Consultation
Review CallRail mapping, workflow impact, QA controls, and rollout priorities with MHSB.
Audit vs Build Guide
Choose whether your firm needs an audit, a scoped build, or a phased combination before implementation starts.
How MHSB Works
See our fixed-fee delivery model for audits, custom builds, QA, training, and launch support.
Lawmatics Implementation FAQ
Get answers on timelines, scope, training, integrations, and ongoing support.
What You Get With This Integration
- Access to view CallRail call log within Lawmatics
- Create a new matter for a caller or assign the caller to an existing matter
- Automatic logging and duplicate prevention based on the caller's phone number
- Automatic marketing source tracking
- Listen to call recording and log call notes within Lawmatics
Integration Feature Details
Incoming call log access
Easily access a record of all of your firm's incoming calls, along with their marketing source. When available, the system will also automatically fill in new callers' name and location. View key stats on each call such as the duration and even listen to a recording.
Marketing source tracking
Connect your marketing sources to their respective CallRail phone numbers to automatically log and track incoming calls associated with said marketing sources. This paves the way for insightful performance data.
Attribute calls to matters
If a caller already has an associated matter in the system, the integration will automatically record the call under that matter. For new callers, you can easily create a new matter or manually link them to an existing one, ensuring that all client interactions are accurately documented and organized.
Partner Implementation Blueprint
Estimated timeline: 1 to 2 weeks for firms with a straightforward tracking number setup. Firms with 15 or more tracking numbers, multiple CallRail companies, or complex offline campaign attribution may need 3 weeks to complete mapping, testing, and the initial audit cycle.
- 1
Connect your CallRail account to Lawmatics from the Integrations page. Confirm that the correct CallRail company is selected if your CallRail account manages multiple companies or sub-accounts.
- 2
Map each CallRail tracking number to its corresponding marketing source in Lawmatics. This is the critical step that makes attribution work. Every tracking number needs a clear, consistently named source (e.g., 'Google Ads - PI Auto Accident', 'Avvo Profile', 'Billboard I-95 Northbound').
- 3
Configure call handling rules in CallRail to ensure phone numbers are formatted consistently and caller ID data is passed through. Inconsistent formatting (with or without country codes, dashes vs. dots) is the most common cause of duplicate contacts.
- 4
Test the integration by placing calls to each tracking number and verifying that the call appears in the Lawmatics call log with the correct marketing source, caller information, and recording link. Create a test matter from one of the calls to confirm the matter creation workflow.
- 5
Set up a weekly review cadence for the first month. MHSB helps you audit the call log for unmapped sources, duplicate contacts, and calls that were not attributed to the correct matter, then adjusts the configuration to close any gaps.
QA Checklist
- Calls to each CallRail tracking number appear in the Lawmatics call log within minutes, with the correct marketing source label and caller phone number.
- Repeat callers are matched to their existing contact and matter in Lawmatics rather than creating a duplicate record, using phone number as the match key.
- Call recordings are accessible and playable from the Lawmatics call log entry and from the matter activity timeline.
- New matters created from the call log inherit the correct marketing source, and that source appears in Lawmatics reporting dashboards for ROI analysis.
Common Handoff Risks
- Phone number mapping errors are the most common issue. If a CallRail tracking number is not mapped to a Lawmatics marketing source, calls from that number will log without attribution, creating a gap in your ROI data. MHSB audits every tracking number during setup and documents the mapping in a reference sheet your team can update as campaigns change.
- Duplicate contact creation happens when caller phone numbers are formatted inconsistently between CallRail and Lawmatics, or when callers use different phone numbers across calls. MHSB configures phone number normalization rules and establishes a periodic deduplication review process to keep your contact database clean.
- Call recording storage and access permissions need to be considered for compliance. Some jurisdictions require two-party consent for recording, and your firm may have internal policies about who can access recordings. MHSB confirms that recording settings in CallRail align with your state's laws and that Lawmatics user permissions restrict recording access to authorized staff.
When This Integration Is the Right Fit
- Personal injury firm tracks which ad campaigns generate the most signed cases by mapping CallRail tracking numbers to specific Google Ads campaigns and LSA listings, then comparing call volume and matter conversion rates per source in Lawmatics reporting.
- Family law firm identifies its highest-value referral sources by assigning dedicated CallRail tracking numbers to each referring attorney, therapist, and financial advisor. When a call comes in, Lawmatics automatically tags the contact with the correct referral source for downstream reporting.
- Multi-practice firm evaluates billboard and radio spend by assigning unique CallRail numbers to each offline campaign. The intake team sees the marketing source on every incoming call, and firm leadership runs monthly ROI reports comparing ad spend to signed matter value per channel.
- Solo practitioner uses CallRail call recordings logged in Lawmatics to review intake conversations for quality, ensuring that the receptionist is asking the right qualifying questions and accurately capturing case details before the attorney's callback.
How This Fits into a Lawmatics Implementation Plan
A strong CallRail 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
CallRail is the integration that answers the question every law firm managing partner asks: “Which of our marketing campaigns are actually generating signed cases?” Without call tracking, firms rely on asking prospects “How did you hear about us?” during intake, which is unreliable and often forgotten. With CallRail connected to Lawmatics, every phone call is automatically tagged with its marketing source, and that source follows the contact through intake, conversion, and matter value reporting.
MHSB treats the CallRail integration as a two-part project. The first part is the technical connection and tracking number mapping, which is straightforward. The second part, which most firms underestimate, is establishing clean marketing source naming conventions in Lawmatics and building the habit of reviewing attribution data regularly. A perfectly configured integration is useless if your sources are named inconsistently or if no one looks at the reports.
During implementation, MHSB maps every active CallRail tracking number to a Lawmatics marketing source, tests calls to each number, and validates that the data flows through to reporting. We also set up a quarterly review process so your team keeps the mapping current as campaigns launch and retire.
Source-Aligned Overview
Log incoming calls and automatically record which of your marketing sources the call is attributed to. View an overview of your firm’s call history as well as the call activity log on each individual matter.
Supplemental Guidance
CallRail is a powerful marketing tracking tool that can be used in conjunction with Lawmatics to log incoming calls and automatically record which of your marketing sources the call is attributed to. The integration gives your firm visibility into which campaigns, directories, and referral sources are driving phone calls, and more importantly, which of those calls convert into signed matters with real value attached.
For firms running paid campaigns across multiple channels (Google Ads, LSA, Avvo, directories, billboards, radio), the CallRail integration is what closes the loop between marketing spend and matter revenue. Without it, you have cost data in your ad platforms and revenue data in your case management system, but no clean way to connect the two. With it, your Lawmatics reporting can show cost-per-lead and cost-per-signed-case by marketing source.
MHSB recommends pairing the CallRail integration with the Google Ads integration for firms that run paid search. Together, these integrations provide both ad spend data and call attribution data in a single Lawmatics dashboard, giving you the full picture from dollars spent to cases signed.
Setup Focus
Common setup path from supplemental documentation: Connecting Your CallRail Account to Lawmatics. Key configuration decisions include selecting the correct CallRail company, mapping tracking numbers to marketing sources with consistent naming, and verifying phone number formatting to prevent duplicate contacts.
Integration FAQ
Does CallRail automatically create new contacts in Lawmatics when someone calls?
CallRail logs the call in Lawmatics, but it does not automatically create a contact or matter. Your intake team reviews the call log and decides whether to create a new matter or link the call to an existing one. This prevents junk calls and wrong numbers from polluting your contact database.
Can we see which marketing source a call came from before we answer the phone?
CallRail can be configured to whisper the tracking number name or source to your intake team before connecting the caller. In Lawmatics, the marketing source is logged on the call record after it ends. Between the two, your team knows the source context both during and after the call.
What happens if we add new tracking numbers or retire old ones?
New tracking numbers need to be mapped to a Lawmatics marketing source to maintain attribution accuracy. MHSB provides a documented process for adding and retiring numbers so your team can make these changes without breaking existing reporting. We recommend reviewing your tracking number map quarterly.
Does this integration work with CallRail's form tracking or only phone calls?
The Lawmatics integration focuses on phone call tracking. If you use CallRail's form tracking feature, those submissions are handled separately and do not sync into Lawmatics through this integration. For web form leads, Lawmatics has its own native form builder and web-to-lead options.
Can we use CallRail data to trigger automations in Lawmatics?
Calls logged through CallRail can be used as activity signals when building automations. For example, you can set up a workflow that assigns a follow-up task to an intake coordinator when a new call is logged from a high-value marketing source. MHSB helps design these automation triggers during implementation.
How does this integration compare to using Lawmatics' built-in call tracking?
Lawmatics does not have native call tracking with dynamic number insertion. CallRail is the dedicated tool for attributing calls to marketing sources using unique tracking numbers. The integration brings that attribution data into Lawmatics so you get the best of both: CallRail's call tracking precision and Lawmatics' intake and automation capabilities.
Implementation Packages
Choose Your CallRail Implementation Path
MHSB can execute this integration as a focused sprint, a production hardening engagement, or a full operating-system rollout.
CallRail Launch Sprint
Account connection, tracking number mapping, source naming audit, test calls, and attribution validation.
Ideal for: Firms connecting CallRail to Lawmatics for the first time with a straightforward tracking number setup.
Most Selected
CallRail Scale Hardening
Multi-company CallRail configuration, complex offline campaign mapping, duplicate prevention rules, and recording compliance review.
Ideal for: Firms with 15+ tracking numbers, multiple practice areas, or complex offline attribution needs.
Attribution Operating System
Combine CallRail with Google Ads integration, Lawmatics reporting, and monthly ROI dashboards for a complete marketing attribution layer.
Ideal for: Firms with significant multi-channel marketing spend that need unified cost-per-case reporting.
Related Lead generation & marketing Integrations
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