Neostella
Sync contact and matter data from Lawmatics to Neostella
Automatically create contacts and matters in Neostella, eliminating any need for multiple data entry. Streamline your lead intake in Lawmatics and transfer contact and matter details to Neostella for case management upon lead conversion.
Here's what you get with this Lawmatics integration:
- Automatic contact and matter creation in Neostella upon lead conversion in Lawmatics
- Matters mapped to the correct Neostella practice area automatically
- Custom field mapping options for data transfer, matched to your firm's own Neostella schema
- Intake documents synced to the corresponding Neostella matter
- Update Neostella records with any new Lawmatics additions by initiating a resync
Contacts
Matters
Files
Relationships
Notes
Details
Requirements
Resources
Integration Features
Integration Features
Contact & matter sync
Lawmatics creates the contact and matter in Neostella once a lead converts. The matter is mapped to the correct practice area, and the matter status updates in Lawmatics to reflect the new Neostella record.
Custom field mapping
Map your Lawmatics fields to your firm's Neostella fields, at the contact and matter level. When a record syncs, these fields transfer over automatically.
Document sync
Intake documents — signed retainers, forms, and other files collected during intake — transfer to the corresponding matter in Neostella, so attorneys have everything on file from day one.
Notes sync
Notes captured during intake follow-up transfer to the corresponding matter in Neostella, giving attorneys visibility into the client relationship before the case even begins.
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