1 Week
Typical launch window
Includes chat-to-contact mapping, transcript logging, and pipeline automation setup.
Reception, chatbots, and intake
N Ngage
Push lead and client information from Ngage into Lawmatics as a new matter. Transcripts of the initial conversation via Ngage 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 matter
Ngage webchat leads push into your pipeline with contact details and conversation transcript.
"Ngage handles our website chat and every conversation now creates a matter in Lawmatics with the full transcript attached. Our intake team picks up where the chat left off without asking the prospect to repeat themselves."
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.
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Review Ngage mapping, workflow impact, QA controls, and rollout priorities with MHSB.
Audit vs Build Guide
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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
- New contacts coming in via Ngage will automatically transfer to Lawmatics
- See transcript of initial contact in a note on the matter
Integration Feature Details
Contact transferring
Ngage syncs seamlessly with Lawmatics to transfer over any new leads from your webchats. While Ngage handles your intake, your pipeline stays up to date in Lawmatics.
Record keeping
A transcript of the conversation between your lead and the Ngage service will automatically save as a note to the matter's profile in Lawmatics. This offers you a record of communication with the lead.
Partner Implementation Blueprint
Estimated timeline: 1 week for standard setup including chat mapping, automation triggers, and test validation.
- 1
Connect your Ngage account to Lawmatics and confirm the correct webchat widget is selected.
- 2
Map Ngage contact fields (name, email, phone) to Lawmatics contact fields and verify transcript logging is enabled.
- 3
Configure pipeline automation so new Ngage matters are assigned to the correct intake owner and tagged by source.
- 4
Test by running a webchat through Ngage and verifying the matter appears in Lawmatics with all fields and transcript.
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
- Family law firm uses Ngage webchat to engage after-hours website visitors. Each chat creates a Lawmatics matter with the prospect name, contact info, and conversation transcript, so the intake team has full context for the morning callback.
- Personal injury firm embeds Ngage on landing pages to qualify ad traffic. Chat transcripts include accident details and injury type, which transfer to the Lawmatics matter as notes for the attorney review.
- Immigration firm uses Ngage to collect initial case details in multiple languages. Each chat creates a tagged matter in Lawmatics so the correct attorney is notified based on visa type or case category.
How This Fits into a Lawmatics Implementation Plan
A strong Ngage 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
Ngage provides live webchat agents who engage your website visitors and collect intake information before handing the conversation off to your team. The Lawmatics integration pushes each chat into your pipeline as a new matter with the prospect’s contact details and the full conversation transcript attached as a note.
MHSB configures this integration so that Ngage leads enter Lawmatics with the right tags and pipeline placement for your intake team to follow up efficiently. For firms that receive after-hours website traffic, this means the intake team starts each morning with new matters already in the pipeline, complete with the context they need to make a productive callback.
How the Chat-to-Matter Flow Works
When a visitor engages with Ngage on your website, the live chat agent collects their name, contact information, and the details of their legal issue. Once the chat ends, Ngage pushes this data to Lawmatics as a new matter. The conversation transcript is saved as a note on the matter so your team can review exactly what was discussed before reaching out.
MHSB maps the Ngage fields to your Lawmatics contact and matter fields during setup, and configures automation triggers so new Ngage matters are assigned to the correct intake owner and tagged by practice area. This prevents leads from sitting unassigned in the pipeline and ensures follow-up happens promptly.
Integration FAQ
Does the chat transcript sync to Lawmatics automatically?
Yes. The full conversation transcript is added as a note on the matter in Lawmatics so your team has complete context without asking the prospect to repeat anything.
Can we trigger automations when an Ngage lead arrives?
Yes. Matters created from Ngage can trigger Lawmatics automations for task assignment, email follow-up, and pipeline stage placement.
Does Ngage create a new matter for every chat, or does it match existing contacts?
Ngage creates new matters. If the contact already exists in Lawmatics, your team may need to merge records. MHSB configures deduplication review as part of the intake workflow.
Implementation Packages
Choose Your Ngage Implementation Path
MHSB can execute this integration as a focused sprint, a production hardening engagement, or a full operating-system rollout.
Most Selected
Ngage Launch Sprint
Chat-to-contact mapping, transcript logging, pipeline automation, and test chat validation.
Ideal for: Firms adding Ngage webchat to their Lawmatics intake for the first time.
Related Reception, chatbots, and intake Integrations
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