1 to 2 Weeks
Typical launch window
Includes call logging configuration, contact matching rules, and activity tracking setup.
Communication
R RingCentral
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.
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 Call
Logged on contact timeline
RingCentral calls sync to Lawmatics contact records with duration, notes, and recordings.
2-Way
Click-to-call from Lawmatics
Initiate RingCentral calls directly from contact records without switching applications.
"Our attorneys make calls from RingCentral all day and none of those calls were being tracked. MHSB set up the integration so every client call logs automatically on the Lawmatics timeline. No more he-said-she-said about who called when."
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 RingCentral 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
- 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
- Set call dispositions so every conversation is properly categorized
- Make outbound calls directly from matter records in Lawmatics
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.
Call dispositions and follow-up triggers
Set dispositions on each call to categorize outcomes. MHSB can configure Lawmatics automations that trigger follow-up sequences based on disposition, such as sending a consultation confirmation email when a call is marked as booked.
Partner Implementation Blueprint
Estimated timeline: 1-2 weeks from kickoff to full deployment, including user mapping, automation setup, and team training.
- 1
Connect your RingCentral account to Lawmatics using the integration settings panel and authorize the connection.
- 2
MHSB maps your firm's phone lines to the appropriate Lawmatics users so calls are attributed to the correct team members.
- 3
Configure call disposition labels that match your firm's intake workflow, such as consultation booked, not a fit, follow-up needed, and left voicemail.
- 4
Set up Lawmatics automations triggered by call events, including new-caller welcome emails and missed-call follow-up text messages.
- 5
Test with sample inbound and outbound calls to verify that calls log correctly, dispositions save, and automations fire as expected.
QA Checklist
- Verify that an inbound call from a known contact auto-logs on the correct matter in Lawmatics.
- Confirm that an inbound call from an unknown number appears in the unassigned calls panel.
- Test that setting a call disposition triggers the expected Lawmatics automation.
- Place an outbound call from a matter record and confirm it appears in the matter's activity timeline.
Common Handoff Risks
- If RingCentral phone numbers are not mapped to the correct Lawmatics users, calls may be attributed to the wrong team member or left unassigned.
- Firms that change their RingCentral plan or phone numbers after setup may need to re-authorize the integration to restore call logging.
- Call dispositions only work if the intake team uses them consistently. Without team training, the data will be incomplete and automations may not trigger.
When This Integration Is the Right Fit
- A family law firm uses RingCentral to handle all incoming consultation calls. Each call is automatically matched to an existing matter or queued for the intake coordinator to create a new one, eliminating manual data entry.
- A personal injury practice routes after-hours calls through RingCentral. Missed calls appear in the unassigned log, and a Lawmatics automation sends a text message to the caller within minutes letting them know the firm will follow up the next business day.
- A multi-attorney firm assigns call dispositions to track which calls convert to signed retainers. The managing partner reviews call-to-client conversion rates in Lawmatics reporting each month.
- An estate planning firm uses outbound calling from Lawmatics matter records to conduct follow-up calls. Each outbound call is logged on the matter timeline, giving the attorney a complete communication history before the next meeting.
How This Fits into a Lawmatics Implementation Plan
A strong RingCentral 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
MHSB configures and optimizes the RingCentral + Lawmatics workflow so your intake handoff, matter updates, and follow-up automations stay consistent as your firm scales. We handle the technical setup, user mapping, and automation logic so your team can focus on answering phones and signing clients rather than managing software.
For most firms, the biggest win is eliminating the gap between a phone call and a CRM entry. Without this integration, intake coordinators have to manually log every call, and missed calls slip through the cracks. With RingCentral connected to Lawmatics, every call is captured automatically, and MHSB builds the automations that turn those calls into booked consultations.
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.
How MHSB Configures Call-Based Automations
The real power of this integration shows up when call events trigger Lawmatics automations. MHSB typically configures three core automation sequences for firms using RingCentral:
- New caller welcome sequence — When a new matter is created from an unassigned call, the contact receives a welcome email with your firm’s intake questionnaire and office directions.
- Missed call follow-up — If a call goes unanswered, a text message is sent within five minutes letting the caller know your team will return their call shortly.
- Post-consultation nurture — After a call is dispositioned as “consultation completed,” the lead enters a follow-up drip sequence designed to keep your firm top of mind.
These automations reduce the manual work your intake team handles daily and ensure that no caller falls through the cracks, even during your busiest weeks.
Setup Focus
Common setup path from supplemental documentation: Connecting Your RingCentral Account to Lawmatics.
Integration FAQ
Do I need a specific RingCentral plan for this integration?
The integration works with all RingCentral plans that include API access. Most standard business plans qualify. MHSB will verify compatibility during onboarding.
Will calls from my existing contacts be automatically matched?
Yes. When an inbound call matches a phone number already stored on a Lawmatics contact, the call is automatically logged on that matter. No manual action is required.
Can I see call recordings inside Lawmatics?
The integration logs call metadata such as time, duration, and caller ID. Call recordings remain accessible through your RingCentral account. A link or note can be added to the matter manually if needed.
What happens to calls that come in after hours?
After-hours calls still appear in your Lawmatics call log. MHSB can set up an automation to send an immediate follow-up text or email to the caller so no lead goes cold overnight.
Can I track which phone number a lead called to measure marketing campaign performance?
Yes. If your firm uses dedicated tracking numbers through RingCentral for different campaigns, MHSB can configure Lawmatics to attribute leads to specific sources based on the number dialed. This pairs well with CallRail if you need more granular call tracking.
How does this integration handle multiple office locations?
Each RingCentral line can be mapped to a specific Lawmatics user or team. MHSB configures the integration so calls to different office numbers route to the correct pipeline and matter owner in Lawmatics.
Implementation Packages
Choose Your RingCentral Implementation Path
MHSB can execute this integration as a focused sprint, a production hardening engagement, or a full operating-system rollout.
RingCentral Launch Sprint
Call logging configuration, contact matching rules, and activity timeline integration.
Ideal for: Firms using RingCentral for phone calls and needing automatic call logging in Lawmatics.
Most Selected
RingCentral Scale Hardening
Multi-user call routing, SMS logging, and expanded automation triggers from call activity.
Ideal for: Firms with multiple phone lines that need comprehensive communication tracking.
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