PATLive
Sync your leads from PATLive to Lawmatics
Transfer leads and qualified lead information directly from PATLive into Lawmatics as new matters.
Here’s what you get with this Lawmatics integration:
- Matter and contact created in Lawmatics from information collected from PATLive
- Activity timeline on that matter will log that the matter came from PATLive
Matters
Relationships
Forms
Scheduling
Details
Requirements
Resources
Integration Features
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Integration Features
Contract transferring
New leads captured by PATLive will automatically be pushed into your Lawmatics account as new matters. Additionally, any other information collected by PATLive will be logged on their matter profile as well.
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