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
Matter activity tracking
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.
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.