What You Get With This Integration
- Automatic matter creation in Smokeball upon lead conversion in Lawmatics
- Custom field mapping options for data transfer
- Synchronize contacts and related notes to their corresponding matter in Smokeball
- Manually sync matters or set it as an automation action
- Update Smokeball matters with any new Lawmatics additions by initiating a resync
Integration Feature Details
Matter Sync
Lawmatics seamlessly integrates with Smokeball, 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 Smokeball.
Custom Field Mapping
Map any or all of your Lawmatics fields to your Smokeball 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 Smokeball 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 Smokeball matter.
Implementation Blueprint
Estimated timeline: 2 to 4 weeks depending on scope, mapping complexity, and QA depth.
- Align the Smokeball 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 Smokeball + 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 Smokeball eliminating any need for multiple data entry. Streamline your lead intake in Lawmatics and seamlessly transfer matter details to Smokeball for efficient case management upon lead conversion.
Supplemental Guidance
We have made it easy to integrate your Smokeball account with Lawmatics. If your firm uses Smokeball for case management, this integration allows you to automatically sync matters from Lawmatics to Smokeball, eliminating any need for multiple data entry.
