Intertidal
Sync matters and contacts from Intertidal to Lawmatics
Connect Intertidal to Lawmatics to create contacts and matters from new calls, save call summaries and transcripts, and book consultations directly in your Lawmatics calendar.
Here’s what you get with this Lawmatics integration:
- New callers created as contacts and matters, mapped to your practice areas, lead sources, and pipeline stages
- Call summaries and full transcripts saved as notes on the matter, with each call logged on the activity timeline
- Duplicate prevention based on phone number and email, so repeat callers are added to their existing record without overwriting existing details
- Returning clients recognized when they call
- Consultations booked in your Lawmatics calendar based on real-time availability
- Outbound calls to new web leads logged in Lawmatics
Matters
Contacts
Calendar & Appointments
Lead Sources
Practice Areas
Details
Requirements
Resources
Integration Features
Integration Features
New callers and existing records
When a new caller reaches Intertidal, a contact and matter are created in Lawmatics using your firm’s own practice areas, lead sources, and pipeline stages. Repeat callers are matched by phone number and email and added to their existing record, and returning clients have their messages saved to their matter.
Call notes and activity
Each call’s summary and full transcript are saved as a note on the matter, and the call is logged on the matter’s activity timeline. Outbound calls to new web leads are logged the same way, with the lead source pulled from the intake form.
Consultation scheduling
Consultations are booked against real-time availability in your Lawmatics calendar, linked to the matter, and assigned to the right attorney.
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