SmartAdvocate
Sync matter data from Lawmatics to SmartAdvocate upon lead conversion
Automatically sync matters from Lawmatics to SmartAdvocate, eliminating any need for multiple data entry. Streamline your lead intake in Lawmatics and seamlessly transfer matter details to SmartAdvocate for efficient case management upon lead conversion.
Here’s what you get with this Lawmatics integration:
- Automatic matter creation in SmartAdvocate upon lead conversion in Lawmatics
- Synchronize contacts and related notes to their corresponding matter in SmartAdvocate
- Manually sync matters or set it as an automation action
- Update matters from Lawmatics in SmartAdvocate by initiating a resync
Matters
Relationships
Notes
Documents
Custom Fields
Details
Requirements
Resources
Integration Features
Integration Features
Matter Sync
Lawmatics seamlessly integrates with SmartAdvocate, transferring matters once they convert. This can be done manually or automatically. The matter status then updates in Lawmatics and opens as a new matter in SmartAdvocate.
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
This integration offers more than a one-time sync. If updates are needed in Lawmatics, simply click the 'Sync' button. This action seamlessly transfers any changes to the corresponding SmartAdvocate matter.
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