MatterLynx
Work with Lawmatics from within ChatGPT and Claude
Connect MatterLynx to Lawmatics to find information, update records, create tasks, and schedule appointments from inside ChatGPT or Claude.
Here’s what you get with this Lawmatics integration:
- Access to leads, contacts, matters, and companies from ChatGPT or Claude
- Quick summaries of intake status and recent activity on a record
- Create and update contacts, matters, and notes
- Manage tasks, appointments, and follow-up
- Review pipeline stages, practice areas, tags, and custom fields
Contacts
Matters
Tasks
Notes
Custom Fields
Tags
Practice Areas
Details
Requirements
Resources
Integration Features
Integration Features
Search and summarize
Attorneys and staff can ask about a lead, contact, matter, or company by name and find the right record.
Pipeline updates from the chat
Contacts, matters, and notes can be created or updated directly from ChatGPT or Claude, with pipeline stages, practice areas, tags, and custom fields available to review in the same conversation.
Tasks, appointments, and follow-up
Tasks and appointments can be created, scheduled, and reassigned from the chat, so follow-up gets logged in Lawmatics at the moment the decision is made.
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