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