What You Get With This Integration
- Access and review your call log directly within Lawmatics
- Instantly generate new matters for callers or assign them to existing matters
- Calls are automatically logged by matching the caller's phone number
Integration Feature Details
Call log
Easily access a record of all of your firm's inbound and outbound calls. When available, the system will also automatically fill in new callers' name and location.
Attribute calls to matters
For callers that already have an existing matter in Lawmatics, the integration will log the call on that matter automatically. New callers can be easily used to create a new matter or manually logged onto an existing matter.
Implementation Blueprint
Estimated timeline: 2 to 4 weeks depending on scope, mapping complexity, and QA depth.
- Align the RingCentral business outcome with your intake and matter workflow.
- Map data fields and ownership between systems before any automation is enabled.
- Configure sync triggers, guardrails, and notifications for edge-case handling.
- Run staged QA with real scenarios and sign-off criteria from operations leadership.
- Publish SOPs and assign ongoing ownership for changes, monitoring, and resyncs.
QA and Handoff Controls
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.
MHSB Integration Notes
MHSB Implementation Perspective
MHSB configures and optimizes the RingCentral + Lawmatics workflow so your intake handoff, matter updates, and follow-up automations stay consistent as your firm scales.
Source-Aligned Overview
All your inbound and outbound calls through RingCentral are automatically logged within Lawmatics. Whether it’s a first-time caller or an existing contact, you can effortlessly create a new matter or associate the call with an existing one. When an inbound call matches a Lawmatics contact’s phone number, the call is automatically logged.
Supplemental Guidance
With the RingCentral integration, you can seamlessly manage your calls within Lawmatics. Incoming calls from new or existing leads will automatically appear in your Lawmatics account, allowing you to track every interaction. Additionally, you can make outbound calls directly from matters in Lawmatics. The integration also lets you set call dispositions, ensuring that every call is properly tracked and categorized. This guide will walk you through the setup and usage of the RingCentral integration.
Setup Focus
Common setup path from supplemental documentation: Connecting Your RingCentral Account to Lawmatics.
