What You Get With This Integration
- Automatic matter creation in Rocket Matter upon lead conversion in Lawmatics
- Custom field mapping options for data transfer
- Synchronize contacts and related notes to their corresponding matter in Rocket Matter
- Manually sync matters or set it as an automation action
- Update Rocket Matter matters with any new Lawmatics additions by initiating a resync
Integration Feature Details
Matter sync
Lawmatics seamlessly integrates with Rocket Matter, transferring matters once they convert. This can be done manually or automatically. The matter status then updates in Lawmatics and opens as a new matter in Rocket Matter.
Custom field mapping
Map any or all of your Lawmatics fields to your Rocket Matter fields. These fields can be mapped at the contact and matter levels. When a matter is synced, these fields will all transfer over to the new Rocket Matter 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
This integration offers more than a one-time sync. If updates are needed in Lawmatics, simply click the 'Resync' button. This action seamlessly transfers any changes to the corresponding Rocket Matter matter.
Implementation Blueprint
Estimated timeline: 2 to 4 weeks depending on scope, mapping complexity, and QA depth.
- Align the Rocket Matter 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 Rocket Matter + Lawmatics workflow so your intake handoff, matter updates, and follow-up automations stay consistent as your firm scales.
Source-Aligned Overview
Automatically sync matters from Lawmatics to Rocket Matter eliminating any need for multiple data entry. Streamline your lead intake in Lawmatics and seamlessly transfer matter details to Rocket Matter for efficient case management upon lead conversion.
Supplemental Guidance
The Lawmatics and Rocket Matter integration allows you to bridge the gap between your client intake process and case management tasks. With Lawmatics, you can efficiently manage client interactions, automate the intake workflow, and boost lead conversion, while Rocket Matter offers robust tools for tracking cases, managing time, and handling billing. By connecting these two platforms, you ensure that data flows effortlessly from intake to case management, eliminating redundant data entry and enhancing your firm’s overall efficiency.
