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ApexChat

Easily transfer new leads to Lawmatics from ApexChat
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ApexChat Matter and Transcript Sync

ApexChat integration overview

Push lead and client information from ApexChat into Lawmatics as a new matter. Transcripts of the initial conversation via ApexChat are also added as notes to a matter in Lawmatics.

Here’s what you get with this Lawmatics integration:
  • Contacts newly created in ApexChat will automatically transfer to Lawmatics
  • View transcript of initial contact in a note on the matter

ApexChat integrates with these Lawmatics features

Intake
Matter sync
Matter activity tracking

Integration features

Contact transferring

ApexChat syncs seamlessly with Lawmatics to push over any new leads from your webchats. While ApexChat handles your intake, your pipeline stays up to date in Lawmatics.

Record keeping

A transcript of the conversation between your lead and the ApexChat service will automatically save as a note to the matter’s profile in Lawmatics. This offers you a record of communication with the lead.

Details

Built by

ApexChat
Category

Reception, Chatbots, and Intake

Requirements

Lawmatics subscription

Works with all Lawmatics plans
Lawmatics account permissions

No permissions required
ApexChat account permissions

No permissions required
Lawmatics