What You Get With This Integration
- Automatic matter creation in 8am MyCase upon lead conversion in Lawmatics
- Custom field mapping options for seamless data transfer
- Contacts and related notes are synced to their corresponding matter in 8am MyCase
- Matters can be synced manually or automatically via triggered events
- Update 8am MyCase matters with any new data from Lawmatics by initiating a resync
Integration Feature Details
Matter Sync
Transfers matters from Lawmatics to 8am MyCase upon conversion. Synchronization can be manual or automated. Updates the matter status in Lawmatics, and creates a new matter in 8am MyCase.
Custom field mapping
Map any or all of your Lawmatics fields to your 8am MyCase fields at both the contact and matter levels. When a matter is synced, these fields will all transfer over to the new 8am MyCase matter.
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
A "Resync" button allows users to push updates from Lawmatics to the corresponding 8am MyCase matter after the initial sync. This action transfers any changes to the corresponding 8am MyCase matter.
MHSB Integration Notes
MHSB Implementation Perspective
MHSB configures and optimizes the 8am MyCase + Lawmatics workflow so your intake handoff, matter updates, and follow-up automations stay consistent as your firm scales.
Source-Aligned Overview
This integration automates the transfer of matter data from Lawmatics to 8am MyCase, eliminating manual data entry and streamlining the transition from lead intake to case management.
Supplemental Guidance
Lawmatics makes it easy to integrate your 8am MyCase account with Lawmatics. If your firm uses MyCase for case management, this integration allows you to automatically sync matters from Lawmatics to MyCase, eliminating any need for multiple data entry.
