Abby Connect
Sync leads and calls from Abby Connect to Lawmatics
Connect Abby Connect to Lawmatics to create new leads from prospective-client calls, update existing contacts with new call information, and send intake details, call notes, and source information to Lawmatics.
Here’s what you get with this Lawmatics integration:
- Matter and contact created in Lawmatics from prospective-client calls answered by Abby Connect
- Existing contacts updated with information from new calls
- Caller contact information, practice area, and intake details logged on the matter
- Receptionist call notes, a summary of the caller’s needs, and consultation scheduling details saved to the matter
- Referral source logged on the matter for marketing attribution
Contacts
Matters
Relationships
Pipelines
Notes
Automations
Details
Requirements
Resources
Integration Features
Integration Features
New leads and existing contacts
When a prospective client calls, Abby Connect creates a new lead in Lawmatics with the caller’s contact information, practice area, and a summary of their needs. If the caller already exists in Lawmatics, their contact is updated with the new call information.
Intake details, call notes, and source tracking
Each call sends the receptionist’s notes, intake details, and any consultation scheduling details to Lawmatics, along with referral and source information for marketing attribution.
Pipeline placement and automations
New leads are placed in the appropriate pipeline stage, so your firm’s existing Lawmatics automations and follow-up run as they normally would.
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