What You Get With This Integration
- Matter and contact created in Lawmatics from information collected from Clerx AI
- See transcript of initial contact in a note on the matter
- Appointments scheduled using Clerx AI will appear in your Lawmatics calendar
MHSB Integration Notes
MHSB Implementation Perspective
MHSB configures and optimizes the Clerx AI + Lawmatics workflow so your intake handoff, matter updates, and follow-up automations stay consistent as your firm scales.
Source-Aligned Overview
Automatically create new leads in Lawmatics via client information collected from Clerx AI using the Lawmatics API.
