What You Get With This Integration
- One Outlook account sync per Lawmatics user
- Sync emails, attachments, and/or send from outbox
- Sync calendar events from Lawmatics to Outlook
- Appointment edits in Outlok to sync back to Lawmatics
- Use Outlook calendar availability for booking links
Integration Feature Details
Email and attachment syncing
Lawmatics works with your Outlook inbox to sync and log emails and or attachments from any of your Lawmatics contacts. How it works: An email comes into your Outlook, 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 Outlook onto the appropriate contact.
Appointment sync
Appointments booked in Lawmatics will automatically and instantaneously sync onto the host's Outlook 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 Outlook calendar account is checked to ensure that no double-booking can occur. Only free time slots on the Outlook calendar will be listed as available bookings.
MHSB Integration Notes
MHSB Implementation Perspective
MHSB configures and optimizes the Microsoft Outlook + Lawmatics workflow so your intake handoff, matter updates, and follow-up automations stay consistent as your firm scales.
Source-Aligned Overview
Sync your Outlook emails and attachments with Lawmatics with the option to send Lawmatics emails from your 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 utilizing automatic scheduling via booking links, Lawmatics considers Google calendar availability, ensuring a smooth appointment booking process.
