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
Matter activity tracking
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.
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.