1 to 2 Weeks
Typical launch window
Includes questionnaire mapping, contact sync rules, and intake workflow automation testing.
Reception, chatbots, and intake
D DecisionVault
Automatically sync intake forms from DecisionVault into Lawmatics, and trigger automations when a form is submitted to DecisionVault.
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 Response
Synced to Lawmatics
DecisionVault questionnaire responses create or update contacts with structured intake data.
"DecisionVault handles our detailed client questionnaires and MHSB made sure every response feeds directly into Lawmatics contact fields. Our attorneys walk into consultations fully prepared."
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 DecisionVault 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
- 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
- Structured conflict check and decision-support data flows directly into your CRM without manual re-entry
- DecisionVault's guided questionnaires capture more detailed prospect information than standard web forms
Integration Feature Details
Matter sync
DecisionVault syncs your completed forms over to Lawmatics, creating new Matters upon form submission. Each submission generates a contact and matter record with all collected fields populated, giving your intake team a complete picture of the prospect before any follow-up.
Automation potential
Trigger powerful Lawmatics Automations when a DecisionVault form is filled out and submitted. Different form types can trigger different automation sequences, allowing your firm to route family law inquiries to one pipeline and personal injury inquiries to another without manual intervention.
Structured data collection
DecisionVault's guided questionnaire format captures more consistent and detailed information than free-form intake methods. This structured data flows into Lawmatics fields cleanly, improving downstream reporting accuracy and reducing the need for intake staff to follow up on missing details.
Partner Implementation Blueprint
Estimated timeline: 1 to 3 weeks depending on the number of DecisionVault forms and the complexity of field mapping and automation routing.
- 1
Connect your DecisionVault account to Lawmatics and verify the integration handshake is active.
- 2
Map each DecisionVault form's fields to the corresponding Lawmatics contact and matter custom fields.
- 3
Configure which DecisionVault form submissions trigger which Lawmatics automations for practice-area routing.
- 4
Set up Lawmatics pipeline stages and follow-up sequences that activate when DecisionVault data arrives.
- 5
Run test form submissions through each DecisionVault form and verify that matters, contacts, field data, and automations behave as expected in Lawmatics.
QA Checklist
- DecisionVault form submissions create a contact and matter in Lawmatics with all mapped fields populated correctly.
- Practice-area-specific automations trigger only for the intended form types.
- Complex or multi-field submissions do not truncate or lose data during the sync.
- Duplicate detection rules handle cases where a prospect submits multiple DecisionVault forms for the same matter.
Common Handoff Risks
- Unmapped form fields will not transfer to Lawmatics, causing gaps in matter records that intake staff may not notice until follow-up.
- If automation triggers are not scoped to specific form types, all DecisionVault submissions may fire the same generic follow-up sequence.
- Firms with multiple DecisionVault forms across practice areas need clear naming conventions to avoid confusion during field mapping and QA.
When This Integration Is the Right Fit
- Collect detailed conflict check information through guided DecisionVault questionnaires before a prospect's first consultation, then push the results into Lawmatics for attorney review.
- Use practice-area-specific DecisionVault forms to qualify leads and route them to the correct Lawmatics pipeline with relevant automations triggered automatically.
- Replace long, static intake forms with interactive DecisionVault questionnaires that adapt based on prospect responses, then sync the collected data to Lawmatics.
- Capture complex multi-party or financial information for estate planning or business law matters through structured DecisionVault forms that feed directly into Lawmatics custom fields.
How This Fits into a Lawmatics Implementation Plan
A strong DecisionVault 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 DecisionVault + Lawmatics workflow so your intake handoff, matter updates, and follow-up automations stay consistent as your firm scales. We handle the form-to-field mapping, automation routing, and QA testing that ensures DecisionVault’s structured data flows cleanly into your Lawmatics pipelines.
Source-Aligned Overview
Automatically sync intake forms from DecisionVault into Lawmatics, and trigger automations when a form is submitted to DecisionVault. DecisionVault’s guided questionnaires collect detailed, structured prospect information that creates complete matter records in Lawmatics without manual data entry.
Why Structured Intake Data Matters for Law Firms
Standard web forms capture basic contact information, but they rarely collect the detailed, structured data that attorneys need to evaluate a potential case. DecisionVault solves this with guided questionnaires that adapt based on prospect responses, collecting the specific information relevant to each practice area.
For conflict checking, this is especially valuable. DecisionVault can collect party names, relationships, dates, and other details through a structured flow that ensures nothing is missed. When this data syncs to Lawmatics, your team has everything they need to run a conflict check before the first consultation rather than discovering missing information mid-meeting.
Connecting DecisionVault to Your Full Intake Pipeline
The real power of this integration emerges when DecisionVault form submissions trigger Lawmatics automations. A completed family law intake form can automatically assign the lead to a family law attorney, send a consultation confirmation email, and move the matter into the appropriate pipeline stage. A personal injury form can trigger a completely different sequence.
MHSB configures these automation pathways during implementation, ensuring each form type routes to the correct workflow. This eliminates the manual triage step where an intake coordinator reads a submission and decides what happens next. The routing happens automatically based on the structured data DecisionVault has already collected.
Reducing Intake Friction for Prospects
Long, static intake forms are a known conversion killer. Prospects abandon them when the questions feel irrelevant or the form feels endless. DecisionVault’s branching logic shows prospects only the questions relevant to their situation, keeping the experience focused and reducing abandonment rates. The result is more completed submissions with better data quality, which translates to more qualified leads entering your Lawmatics pipeline.
Integration FAQ
Can we use different DecisionVault forms for different practice areas?
Yes. MHSB maps each form separately and configures distinct Lawmatics automations per form type, so family law, personal injury, and other practice areas each get their own intake workflow.
Does DecisionVault data trigger existing Lawmatics automations?
Yes. Because DecisionVault creates matters in Lawmatics, any automations tied to matter creation or specific pipeline stages will fire as configured.
How does DecisionVault differ from standard Lawmatics forms?
DecisionVault uses guided, branching questionnaires that adapt based on prospect responses. This collects more structured and detailed information than a static form, especially for complex intake scenarios like conflict checks or financial disclosures.
Can prospects save and resume a DecisionVault form later?
DecisionVault supports save-and-resume functionality. Data syncs to Lawmatics only when the form is fully submitted, so your team never sees incomplete records.
What happens if a prospect submits a DecisionVault form but already exists in Lawmatics?
Lawmatics duplicate detection rules apply. MHSB configures your handling preferences so existing contacts are updated with the new form data rather than creating duplicate records.
Can we add DecisionVault forms to our website or send them via email?
Yes. DecisionVault forms can be embedded on your website or shared via direct links in Lawmatics email sequences. MHSB helps configure the distribution method that fits your intake workflow.
Implementation Packages
Choose Your DecisionVault Implementation Path
MHSB can execute this integration as a focused sprint, a production hardening engagement, or a full operating-system rollout.
Most Selected
DecisionVault Launch Sprint
Questionnaire-to-contact mapping, field sync configuration, and intake automation setup.
Ideal for: Firms using DecisionVault questionnaires and connecting responses to Lawmatics intake.
Related Reception, chatbots, and intake Integrations
Launch DecisionVault in Your Lawmatics Workflow
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