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Back Office Betties

Easily transfer new leads to Lawmatics and update existing
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Task Automation

Back Office Betties integration overview

Let Back Office Betties complete Lawmatics intake forms over the phone with your new clients (or via web chat). With Back Office Betties and Lawmatics connected, you’ll automatically see updates in your Lawmatics account: new contacts will be created and existing contacts will be updated after each call, complete with the post-call summary notes.

Here’s what you get with this Lawmatics integration:
  • Generate new contacts in Lawmatics with Back Office Betties using Lawmatics intake forms
  • Integrate Lawmatics with Back Office Betties web chat
  • Schedule appointments directly in your Lawmatics calendar using virtual receptionist

Back Office Betties integrates with these Lawmatics features

Intake
Custom forms
Scheduling

Integration features

Contact transferring

Back Office Betties syncs seamlessly with Lawmatics to transfer over any new leads. While Back Office Betties handles your intake, your pipeline stays up to date in Lawmatics.

Appointment scheduling

Using Lawmatics booking links or booking requests from within a form, the Back Office Betties team can book a consultation or other meeting with your leads/clients, directly in your Lawmatics calendar.

Details

Built by

Back Office Betties
Category

Reception, Chatbots, and Intake

Requirements

Lawmatics subscription

Works with all Lawmatics plans
Lawmatics account permissions

No permissions required
Back Office Betties account permissions

No permissions required

Lawmatics’ Back Office Betties app support

Lawmatics