1 to 2 Weeks
Typical launch window
Includes form creation, Zapier/ClickFunnels configuration, and lead sync validation.
Lead generation & marketing
ST SMB Team
Automatically sync lead data from SMB to Lawmatics when a new lead contacts you via SMB. The data collected through SMB's new lead capture will create a contact record, allowing you to convert leads better than ever before.
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 Lead
Synced to Lawmatics
Leads from SMB Team landing pages and PPC funnels create contacts automatically.
"SMB Team manages our PPC funnels and MHSB made sure every lead from those landing pages flows into Lawmatics with the right source tag. Our ROI reporting finally shows which funnels are producing signed cases."
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.
Book a Strategy Consultation
Review SMB Team 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
- Sync lead data from SMB to Lawmatics
- Matter created in Lawmatics with new lead data from SMB
Integration Feature Details
New lead sync
SMB syncs seamlessly with Lawmatics to transfer over any new leads from one to the other. The data collected through SMB will create a new matter in Lawmatics, along with the pertinent data collected.
Partner Implementation Blueprint
Estimated timeline: 1 to 2 weeks for setup including form creation, SMB Team coordination, and lead sync validation.
- 1
Create dedicated Lawmatics intake forms for each SMB Team landing page or funnel type with the five required fields.
- 2
Provide SMB Team with Lawmatics account access so they can configure the Zapier and ClickFunnels connections.
- 3
Verify that each landing page maps to the correct Lawmatics form and that lead data transfers with accurate source attribution.
- 4
Test by submitting leads through each funnel and confirming contacts appear in Lawmatics with all fields populated and the correct marketing source.
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
- Personal injury firm uses SMB Team for PPC landing pages. Leads from each funnel create Lawmatics contacts with the correct marketing source so the firm can track cost-per-case by campaign.
- Family law firm runs multiple SMB Team website funnels. Each landing page maps to a dedicated Lawmatics form so leads are tagged by practice area and campaign source.
- Multi-practice firm uses SMB Team for both PPC and organic landing pages. Lead source attribution in Lawmatics distinguishes between paid and organic traffic from each funnel.
How This Fits into a Lawmatics Implementation Plan
A strong SMB Team 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
SMB Team provides PPC management and landing page funnels for law firms. The Lawmatics integration ensures that leads captured through SMB’s funnels create contacts in your pipeline with accurate source attribution, so your firm can track which campaigns produce signed cases.
MHSB handles the Lawmatics side of the integration: creating intake forms for each landing page, configuring marketing source attribution, and validating that leads arrive with complete data. SMB Team handles the Zapier and ClickFunnels wiring. We coordinate between both sides to ensure the connection works reliably.
How Lead Sync Works
When a prospect fills out a form on an SMB Team landing page, the data flows through Zapier or ClickFunnels into a corresponding Lawmatics form. This creates a new contact and matter in Lawmatics with the lead’s information and the marketing source attached. Your intake team sees the lead in their pipeline with full context on where it came from.
MHSB creates separate Lawmatics forms for each landing page or funnel type so that source attribution is granular. A “PPC Leads From SMB” form produces different reporting than a “Website Leads From SMB” form, giving firm leadership the data they need to evaluate each funnel’s ROI independently.
Integration FAQ
Does SMB Team set up the integration, or does MHSB?
SMB Team handles the Zapier and ClickFunnels configuration. MHSB creates the Lawmatics forms, coordinates with SMB Team on field mapping, and validates that leads sync correctly.
Can we track which SMB Team funnel generated each lead?
Yes. Each landing page maps to a separate Lawmatics form, and the marketing source is set per form. This gives you per-funnel attribution in Lawmatics reporting.
What are the five required form fields?
SMB Team requires five mandated fields on each Lawmatics form to ensure complete lead data. MHSB configures these fields during setup based on your intake requirements.
Implementation Packages
Choose Your SMB Team Implementation Path
MHSB can execute this integration as a focused sprint, a production hardening engagement, or a full operating-system rollout.
Most Selected
SMB Team Launch Sprint
Form creation, access coordination with SMB Team, lead sync validation, and source attribution setup.
Ideal for: Firms using SMB Team for PPC or website funnels and connecting leads to Lawmatics for the first time.
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Next Step
Launch SMB Team in Your Lawmatics Workflow
Get MHSB support to configure mapping, automations, and data quality checks for your integration rollout.