8am™ MyCase
Sync matter data from Lawmatics to 8am™ MyCase upon lead conversion
This integration automates the transfer of matter data from Lawmatics to 8am™ MyCase, eliminating manual data entry and streamlining the transition from lead intake to case management.Here’s what you get with this Lawmatics integration:
- Automatic matter creation in 8am™ MyCase upon lead conversion in Lawmatics
- Custom field mapping options for seamless data transfer
- Contacts and related notes are synced to their corresponding matter in 8am™ MyCase
- Matters can be synced manually or automatically via triggered events
- Update 8am™ MyCase matters with any new data from Lawmatics by initiating a resync
Matters
Files
Notes
Relationships
Automations
Details
Requirements
Resources
Integration Features
Integration Features
Matter Sync
Transfers matters from Lawmatics to 8am™ MyCase upon conversion. Synchronization can be manual or automated. Updates the matter status in Lawmatics, and creates a new matter in 8am™ MyCase.
Custom field mapping
Map any or all of your Lawmatics fields to your 8am™ MyCase fields at both the contact and matter levels. When a matter is synced, these fields will all transfer over to the new 8am™ MyCase matter.
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
A "Resync" button allows users to push updates from Lawmatics to the corresponding 8am™ MyCase matter after the initial sync. This action transfers any changes to the corresponding 8am™ MyCase matter.
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