Push lead and client information from Ngage into Lawmatics as a new matter. Transcripts of the initial conversation via Ngage are also added as notes to a matter in Lawmatics.
Here’s what you get with this Lawmatics integration:
New contacts coming in via Ngage will automatically transfer to Lawmatics
See transcript of initial contact in a note on the matter
Ngage integrates with these Lawmatics features
Intake
Matter sync
Matter activity tracking
Integration features
Contact transferring
Ngage syncs seamlessly with Lawmatics to transfer over any new leads from your webchats. While Ngage handles your intake, your pipeline stays up to date in Lawmatics.
Record keeping
A transcript of the conversation between your lead and the Ngage service will automatically save as a note to the matter’s profile in Lawmatics. This offers you a record of communication with the lead.
