What You Get With This Integration
- One Gmail account sync per Lawmatics user
- Sync emails, attachments, and/or send from outbox
- Sync calendar events from Lawmatics to Google
- Appointment edits in Google to sync back to Lawmatics
- Use Google calendar availability for booking links
Integration Feature Details
Email and attachment syncing
Lawmatics works with your Gmail inbox to sync and log emails and/or attachments from any of your Lawmatics contacts. How it works: An email comes into your Gmail, if the sender is a contact in Lawmatics, the system will automatically log that email communication on the appropriate profile in Lawmatics. If a file is attached to the email, the attachment will be saved to the contact's files when the attachment setting is turned on. Similarly, the sync works the other way as well, logging emails that you send out of your Gmail onto the appropriate contact.
Send from my outbox
While Lawmatics meets industry standards for email deliverability, enabling the send from outbox option increases deliverability rates even more. With this setting activated, all emails sent out of Lawmatics from your user account will be sent directly from your Gmail account and will also appear in your regular outbox.
Appointment sync
Appointments booked in Lawmatics will automatically and instantaneously sync onto the host's Google calendar, with all attendees, location, and details included.
Availability check for booking links
When using Lawmatics booking links, allowing contacts to book their own appointment based on the host's availability, the synced Google calendar account is checked to ensure that no double-booking can occur. Only free time slots on the Google calendar will be listed as available bookings.
MHSB Integration Notes
MHSB Implementation Perspective
MHSB configures and optimizes the Gmail + Lawmatics workflow so your intake handoff, matter updates, and follow-up automations stay consistent as your firm scales.
Source-Aligned Overview
Sync your Gmail emails and attachments with Lawmatics with the option to send Lawmatics emails from their outbox. Furthermore, the integration includes calendar sync. Any appointments booked through Lawmatics will automatically sync onto the user’s Google calendar. Enabling two-way sync allows users to edit, reschedule, or delete Google calendar events, with these changes seamlessly reflected in Lawmatics. When using automatic scheduling via booking links, Lawmatics considers Google calendar availability, ensuring a smooth appointment booking process.
