DocketWise
Sync matter data from Lawmatics to 8am DocketWise upon lead conversion
Automatically sync matters from Lawmatics to DocketWise, eliminating any need for multiple data entry. Capture your immigration intake in Lawmatics and transfer contact, matter, document, and note data into DocketWise upon lead conversion.
Here’s what you get with this Lawmatics integration:
- Automatic matter creation in DocketWise upon conversion in Lawmatics
- Sync contacts linked to the new after
- Practice area mapping from Lawmatics practice areas to DocketWise matter types
- Documents and notes captured in Lawmatics are pushed to the matter in DocketWise
- Attorneys in Lawmatics mapped to DocketWise users and assigned to the matter
Matters
Contacts
Files
Notes
Details
Requirements
Resources
Integration Features
Integration Features
Matter sync
Transfer matters from Lawmatics to 8am DocketWise upon lead conversion. Synchronization can be manual or automated.
Contact sync
When a matter converts, the associated Lawmatics contact is created in DocketWise and linked to the new matter, including name, email, address, and phone numbers.
Practice area mapping
Map your Lawmatics practice areas to the immigration matter types configured in your DocketWise account. When a matter syncs, its matter type is set in DocketWise.
Documents and notes sync
Notes and documents uploaded to a Lawmatics matter are pushed into DocketWise and attached to the corresponding matter.
Attorney assignment
Map your Lawmatics attorneys to your DocketWise users. When a matter syncs, the mapped attorneys are assigned to the matter in DocketWise.
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