2 to 4 Weeks
Typical launch window
Includes field mapping, document/note sync setup, relationship configuration, and pilot testing.
Case management
L LEAP
Sync matter data from Lawmatics to LEAP upon lead conversion
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
4 Sync Channels
Matters, documents, notes, relationships
Each channel enabled independently based on your team readiness and workflow requirements.
100%
Manual re-entry eliminated
Signed cases flow from Lawmatics to LEAP with all mapped fields and documents pre-populated.
"LEAP is our case management system and the Lawmatics integration saves our team from re-entering every new case manually. MHSB set up the field mapping so matters arrive in LEAP ready to work on."
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 LEAP 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 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.
Partner Implementation Blueprint
Estimated timeline: 2 to 4 weeks depending on field mapping complexity and sync channel requirements.
- 1
Connect your LEAP account to Lawmatics and confirm the integration is active.
- 2
Map Lawmatics contact and matter fields to their LEAP counterparts, paying attention to matter types and required fields.
- 3
Enable document, note, and relationship sync settings based on what your team needs transferred at conversion.
- 4
Run pilot conversions across your most common matter types and verify that matters appear correctly in LEAP with all mapped data.
- 5
Document a resync procedure so staff know how to push updates from Lawmatics to existing LEAP matters.
QA Checklist
- New records appear in the destination tool with required fields populated.
- Updates sync correctly without creating duplicates or overwriting approved values.
- Failure states are logged and routed to a named owner.
- Reporting views match expected counts before and after go-live.
Common Handoff Risks
- Unmapped or renamed fields can silently break downstream automations.
- Inconsistent ownership creates delays in triage when sync issues appear.
- Missing QA gates can push bad data into reporting and billing workflows.
When This Integration Is the Right Fit
- General practice firm converts signed retainers in Lawmatics and the integration creates a LEAP matter with all contact details, documents, and notes transferred automatically.
- Family law firm uses automation triggers to convert matters after e-signature completion. The LEAP matter opens with signed engagement letters and intake notes already in the file.
- Multi-attorney firm leverages resync to keep LEAP matters current as court dates, co-counsel information, and document updates arrive during early case development.
- Solo practitioner uses the Sync to LEAP button to push pre-hire matters to LEAP for case evaluation before the retainer is signed.
How This Fits into a Lawmatics Implementation Plan
A strong LEAP 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
The LEAP integration connects your Lawmatics intake pipeline to LEAP case management, transferring matters, documents, notes, and relationships at the point of conversion. MHSB configures the integration to match your firm’s specific LEAP setup — mapping fields, aligning matter types, and setting conversion triggers that fire when intake is complete.
LEAP is a newer addition to the Lawmatics integration ecosystem, and MHSB treats it with the same field-mapping rigor we apply to Clio, Smokeball, and other case management connections. We run pilot conversions for each matter type before go-live and document the resync procedure for your team.
How Matter Sync Works
When a matter converts in Lawmatics (either manually or through automation), the integration creates a corresponding matter in LEAP with mapped contact details, custom fields, and any enabled sync channels. Documents transfer into a “Lawmatics Files” folder, and notes appear as comments in a “Lawmatics Notes” folder within the LEAP matter.
The integration supports four independent sync channels — matters, documents, notes, and relationships — each of which can be enabled separately. MHSB typically launches with matter conversion and core fields first, then enables document and note sync in a second phase after the team validates the baseline workflow.
Resync and Ongoing Updates
After the initial sync, your team can push updates from Lawmatics to LEAP using the Resync button or an automation step. New documents, updated notes, and changed contact information transfer to the existing LEAP matter without creating duplicates. MHSB documents the resync procedure during implementation so your team knows exactly when and how to use it.
Integration FAQ
Is this a one-way or two-way sync?
One-way from Lawmatics to LEAP. Data entered directly in LEAP does not flow back to Lawmatics.
Where do synced documents appear in LEAP?
Documents sync into a folder named "Lawmatics Files" within the LEAP matter. New documents added after the initial sync transfer during subsequent syncs.
Can we trigger conversion from an automation?
Yes. Conversion can be added as a step in any Lawmatics automation, typically triggered after e-signature completion or payment confirmation.
Does resync create duplicate matters?
No. Resync updates the existing LEAP matter with current Lawmatics data without creating a second record.
Implementation Packages
Choose Your LEAP Implementation Path
MHSB can execute this integration as a focused sprint, a production hardening engagement, or a full operating-system rollout.
LEAP Launch Sprint
Matter conversion setup, field mapping, automation triggers, and pilot testing with your primary matter types.
Ideal for: Firms connecting Lawmatics to LEAP for the first time and needing a reliable case handoff.
Most Selected
LEAP Scale Hardening
Add document, note, and relationship sync. Expand to all matter types and implement resync SOPs.
Ideal for: Firms that need full intake-to-case-management synchronization with phased rollout.
Launch LEAP in Your Lawmatics Workflow
Get MHSB support to configure mapping, automations, and data quality checks for your integration rollout.
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