1 to 2 Weeks
Typical launch window
Includes chat flow mapping, contact creation rules, and intake pipeline automation testing.
Reception, chatbots, and intake
I Intaker
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.
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 Chat
Creates a Lawmatics contact
Intaker chat conversations push qualified leads into your pipeline with intake details attached.
24/7
Automated intake screening
AI-powered chat qualifies prospects around the clock before they reach your team.
"Intaker screens our website visitors with qualifying questions before they ever talk to our team. MHSB connected it to Lawmatics so qualified leads arrive in our pipeline with practice area, case details, and contact info already populated."
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 Intaker 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
- Contacts newly created in Intaker will automatically transfer to Lawmatics
- View transcript of initial contact in a note on the matter
- Capture leads from your website around the clock, even when your office is closed
- Reduce intake coordinator workload by pre-qualifying leads through chat before they reach your team
- Route leads to the correct practice area pipeline in Lawmatics based on information collected during the chat
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.
Practice area routing
Based on the information collected during the Intaker chat, MHSB configures Lawmatics to route the new matter to the correct practice area pipeline and assign it to the appropriate attorney or intake coordinator.
Partner Implementation Blueprint
Estimated timeline: 2-3 weeks including chat flow design, Lawmatics pipeline configuration, automation setup, and testing.
- 1
Install the Intaker chat widget on your law firm's website and configure the conversation flow with practice-area-specific questions.
- 2
Connect Intaker to Lawmatics so that completed chat conversations automatically create new matters with the collected lead data.
- 3
MHSB configures pipeline routing rules in Lawmatics so new Intaker leads land in the correct practice area pipeline based on the chat responses.
- 4
Set up Lawmatics automations triggered by new Intaker matters, including welcome emails, consultation booking links, and intake coordinator notifications.
- 5
Run test chat sessions on your website and verify that matters are created correctly in Lawmatics with the full transcript attached as a note.
QA Checklist
- Complete a test chat on your website and confirm a new matter appears in Lawmatics with all collected fields populated.
- Verify that the full chat transcript is saved as a note on the matter's activity timeline.
- Confirm that the matter is routed to the correct practice area pipeline based on the chat responses.
- Test that the welcome email automation fires within the expected time after the matter is created.
Common Handoff Risks
- If the Intaker chat questions do not collect enough information, Lawmatics cannot route the lead accurately. MHSB reviews your question flow during setup to minimize this risk.
- Changes to your website layout or CMS may remove or break the Intaker widget embed. Your web team should notify MHSB before making major site changes.
- If Lawmatics pipeline stages are restructured after the integration is configured, the routing rules may need to be updated to match the new stages.
When This Integration Is the Right Fit
- A personal injury firm embeds Intaker on their website to capture leads after business hours. A visitor who chats at 9 PM about a car accident becomes a new matter in Lawmatics overnight. The intake coordinator reviews the transcript the next morning and calls the lead before competing firms respond.
- A family law practice uses Intaker to pre-qualify potential divorce clients. The chat asks about children, property, and timeline. By the time the lead reaches the intake coordinator, the team already knows which attorney should handle the consultation.
- A criminal defense firm uses Intaker to handle the high volume of website visitors who are not ready to call. The chat collects basic case information, and Lawmatics sends an automated follow-up email with the firm's consultation booking link.
- An estate planning firm configures Intaker to ask screening questions about the visitor's assets and family situation. Leads that meet certain criteria are routed to the senior partner's pipeline in Lawmatics, while others go to an associate's queue.
How This Fits into a Lawmatics Implementation Plan
A strong Intaker 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 Intaker + Lawmatics workflow so your intake handoff, matter updates, and follow-up automations stay consistent as your firm scales. The goal is simple: every website visitor who engages with your chat widget should become a trackable lead in Lawmatics with enough context for your intake coordinator to take the next step.
We handle the behind-the-scenes work — designing the chat question flow with your team, connecting the data to Lawmatics, setting up pipeline routing so leads land in the right queue, and building the automations that send immediate follow-up messages. Your team just sees new matters showing up in their pipeline, ready to work.
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.
Why Chat-Based Intake Matters for Law Firms
Most law firm websites lose a significant percentage of visitors who are not ready to pick up the phone. A chat widget gives those visitors a low-friction way to start a conversation, and connecting that chat to Lawmatics ensures the conversation does not end when they close the browser tab.
The firms that get the most value from Intaker are the ones that treat chat leads with the same urgency as phone calls. MHSB configures the integration so that Intaker leads enter the same pipeline, trigger the same automations, and receive the same follow-up sequences as any other lead source. The only difference is that your intake coordinator has a chat transcript to review instead of a voicemail.
Designing Your Chat Flow for Better Lead Quality
The questions your Intaker widget asks directly affect the quality of leads that enter Lawmatics. MHSB works with your team to design a question flow that collects the right information without making the visitor feel like they are filling out a form.
A typical configuration for a personal injury firm might ask: What type of accident? When did it happen? Have you seen a doctor? What is your name and phone number? These four questions give your intake coordinator enough context to prioritize the lead and prepare for a follow-up call. For a family law firm, the questions might focus on whether children are involved, the stage of the process, and the county where the case would be filed.
The answers collected during the chat are mapped to Lawmatics custom fields, so your pipeline views and automations can use them immediately.
Setup Focus
MHSB handles the end-to-end configuration: Intaker question flow design, Lawmatics connection, pipeline routing rules, automation sequences, and QA testing. Most firms are live within two to three weeks.
Integration FAQ
Does Intaker use live agents or is it automated?
Intaker offers both live chat staffed by trained agents and automated chatbot flows. MHSB configures the Lawmatics integration to work with whichever mode your firm uses.
Will the chat transcript include everything the lead said?
Yes. The full conversation between the lead and Intaker is saved as a note on the Lawmatics matter. Your team can read the entire exchange before following up.
Can I customize the questions Intaker asks?
Absolutely. MHSB works with you to design a question flow tailored to your practice areas. The questions determine what information is collected and how leads are routed in Lawmatics.
What happens if a returning visitor chats again?
If the visitor's contact information matches an existing matter in Lawmatics, the new transcript is added to the existing matter rather than creating a duplicate. MHSB configures the matching rules during setup.
Can Intaker hand off a chat to a live person mid-conversation?
Yes, depending on your Intaker plan. If a chatbot flow detects a high-value lead or the visitor requests to speak with someone, the conversation can be transferred to a live agent. The full transcript, including the automated portion, is still synced to Lawmatics.
Does this integration work if my website is built on WordPress?
Yes. Intaker provides an embed code that works on WordPress, Squarespace, Wix, and most other website platforms. MHSB or your web team can add the widget in a few minutes.
Implementation Packages
Choose Your Intaker Implementation Path
MHSB can execute this integration as a focused sprint, a production hardening engagement, or a full operating-system rollout.
Intaker Launch Sprint
Chat flow alignment, contact creation mapping, qualification criteria setup, and pipeline automation testing.
Ideal for: Firms adding Intaker AI chat to their website and connecting it to Lawmatics intake.
Most Selected
Intaker Scale Hardening
Multi-practice qualification flows, chat-to-consultation booking automation, and lead scoring integration.
Ideal for: Firms with high website traffic that need automated screening before human intake.
Launch Intaker in Your Lawmatics Workflow
Get MHSB support to configure mapping, automations, and data quality checks for your integration rollout.
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