Ooma

Sync Ooma Office calls, texts, and summaries to Lawmatics

Ooma Integration Overview

Connect your Ooma Office account to Lawmatics to preview client and matter information on incoming and outgoing calls, take notes, and sync call records, SMS messages, and call summaries to Lawmatics.

Here’s what you get with this Lawmatics integration:

  • Contact sync between Ooma Office and Lawmatics
  • Matching client and matter details previewed on incoming and outgoing calls
  • Notes taken during an Ooma Office call will save directly to Lawmatics
  • Call records, SMS messages, and call summaries synced to matching caller in Lawmatics
Ooma integrates with these Lawmatics features

Contacts

Matters

Notes

Details

Built By

Ooma

Category

Communication

Requirements

Lawmatics Subscription

Works with all Lawmatics plans

Lawmatics Account Permissions

No permissions required

Ooma Account Permissions

No permissions required

Lawmatics’ Ooma app support

Resources

Integration Features

No items found.

Integration Features

Preview Data

Preview matching client and matter data on incoming and outgoing calls.

In-call notes saved to Lawmatics

Notes taken in Ooma Office during a call are saved directly to the matching record in Lawmatics, no manual transfer required.

Save call summaries

AI-generated transcription summaries from Ooma Office can be saved to Lawmatics.

In-call notes saved to Lawmatics

Notes taken in Ooma Office during a call are saved directly to the matching record in Lawmatics, no manual transfer required.

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