What You Get With This Integration
- Automatic matter creation in LEAP upon lead conversion in Lawmatics
- Synchronize contacts and related notes to their corresponding matter in LEAP
- Manually sync matters or set it as an automation action
- Update LEAP matters with any new Lawmatics additions by initiating a resync
Integration Feature Details
Matter Sync
Lawmatics seamlessly integrates with LEAP, transferring matters once they convert. This can be done manually or automatically. The matter status then updates in Lawmatics and opens as a new matter in LEAP.
Automation Potential
Sync matters automatically triggered by events like signed agreements or fee payments. Most firms incorporate this into their automated processes, ensuring effortless syncing.
Resync
This integration offers more than a one-time sync. If updates are needed in Lawmatics, simply click the 'Resync' button. This action seamlessly transfers any changes to the corresponding LEAP matter.
MHSB Integration Notes
MHSB Implementation Perspective
MHSB configures and optimizes the LEAP + Lawmatics workflow so your intake handoff, matter updates, and follow-up automations stay consistent as your firm scales.
Source-Aligned Overview
Sync matter data from Lawmatics to LEAP upon lead conversion
Supplemental Guidance
The Lawmatics-LEAP integration connects your client intake and matter management workflows, allowing matter data, documents, notes, and relationships to sync seamlessly between the two systems. Once connected, you can control exactly when matters sync and how Lawmatics fields map to LEAP.
Setup Focus
Common setup path from supplemental documentation: Matter Conversion Sync; Matter Document Sync; Matter Note Sync; Matter Relationship Sync; Custom Field Mappings; Syncing Matters to LEAP.
