LEAP
Sync matter data from Lawmatics to LEAP upon lead conversion
Automatically sync matters from Lawmatics to LEAP, eliminating any need for multiple data entry. Streamline your lead intake in Lawmatics and seamlessly transfer matter details to LEAP for efficient case management upon lead conversion.
Here’s what you get with this Lawmatics integration:
- Automatic matter creation in LEAP upon lead conversion in Lawmatics
- Synchronize contacts and related notes to their corresponding matter in LEAP
- Manually sync matters or set it as an automation action
- Update LEAP matters with any new Lawmatics additions by initiating a resync
Matters
Relationships
Notes
Documents
Details
Requirements
Resources
Integration Features
Integration Features
Matter Sync
Lawmatics seamlessly integrates with LEAP, transferring matters once they convert. This can be done manually or automatically. The matter status then updates in Lawmatics and opens as a new matter in LEAP.
Automation Potential
Sync matters automatically triggered by events like signed agreements or fee payments. Most firms incorporate this into their automated processes, ensuring effortless syncing.
Resync
This integration offers more than a one-time sync. If updates are needed in Lawmatics, simply click the 'Resync' button. This action seamlessly transfers any changes to the corresponding LEAP matter.
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