What You Get With This Integration
- Contacts newly created in Client Chat Live will automatically transfer to Lawmatics
- View transcript of initial contact in a note on the matter
Integration Feature Details
Client Chat Live / Contact transferring
Client Chat Live syncs seamlessly with Lawmatics to transfer over any new leads from your web chats. While Client Chat Live handles your intake, your pipeline stays up to date in Lawmatics.
Record keeping
A transcript of the conversation between your lead and the Client Chat Live 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 Client Chat Live + 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 Client Chat Live into Lawmatics as a new matter. Transcripts of the initial conversation via Client Chat Live are also added as notes to a matter in Lawmatics.
