What You Get With This Integration
- Automatic matter creation in Lawmatics upon form submission in DecisionVault
- Form data syncs from DecisionVault to Lawmatics
- Use DecisionVault forms to trigger Automations in Lawmatics
Integration Feature Details
Matter sync
DecisionVault syncs your completed forms over to Lawmatics, creating new Matters upon form submission.
Automation potential
Trigger powerful Lawmatics Automations in Lawmatics when a DecisionVault form is filled out and submitted.
MHSB Integration Notes
MHSB Implementation Perspective
MHSB configures and optimizes the DecisionVault + Lawmatics workflow so your intake handoff, matter updates, and follow-up automations stay consistent as your firm scales.
Source-Aligned Overview
Automatically sync intake forms from DecisionVault into Lawmatics, and trigger automations when a form is submitted to DecisionVault.
