Lawmatics

lawmatics.com
Help desk CRM Business management

Lawmatics helps legal teams capture new client information automatically and organize it so it’s ready for operational follow-up. It focuses on keeping client/contact details accurate and up to date, reducing the risk of missed leads, duplicate records, and stale information. With a workflow designed for legal-client intake, Lawmatics is built to streamline handoffs from new matters to your CRM and team processes.

When Lawmatics signals a new client has been added, BOBs can create the corresponding contact record in your CRM and keep key details aligned as updates come in. This ensures your pipeline starts with clean, current contact information—so follow-up emails, tasks, and internal routing can happen promptly without someone copying data by hand.

With this connection, BOBs can also take action when contact data needs correction or enrichment (for example, mapping fields consistently, preventing duplicates, and ensuring the right contact record stays active). This unlocks use cases like automated lead capture for intake forms, self-healing contact records, streamlined onboarding workflows for new matters, and reliable handoffs between Lawmatics intake and the rest of your sales or client success stack.

What can BOBs do with Lawmatics?

Perform actions

  • Create Contact
  • List Contact ID Options
  • Update Contact

Listen to real-time events

  • New Contact Added