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Client Chat Live

Easily transfer new leads to Lawmatics from Client Chat Live
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Client Chat Live Matter and Transcript Sync

Client Chat Live integration overview

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

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

Client Chat Live integrates with these Lawmatics features

Intake
Matter sync
Matter activity tracking

Integration features

Contact transferring

Client Chat Live syncs seamlessly with Lawmatics to transfer over any new leads from your web chats. While Client Chat Live handles your intake, your pipeline stays up to date in Lawmatics.

Record keeping

A transcript of the conversation between your lead and the Client Chat Live 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

Client Chat Live
Category

Reception, Chatbots, and Intake

Requirements

Lawmatics subscription

Works with all Lawmatics plans
Lawmatics account permissions

No permissions required
Client Chat Live account permissions

No permissions required

Lawmatics’ Client Chat Live app support

Lawmatics