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SMB Team

Sync lead data from SMB to Lawmatics
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Matter and Client Goals

SMB Team integration overview

Automatically sync lead data from SMB to Lawmatics when a new lead contacts you via SMB. The data collected through SMB’s new lead capture will create a contact record, allowing you to convert leads better than ever before.

Here’s what you get with this Lawmatics integration:
  • Sync lead data from SMB to Lawmatics
  • Matter created in Lawmatics with new lead data from SMB

SMB Team integrates with these Lawmatics features

Matter and contact sync
Matter activity tracking

Integration features

New lead sync

SMB syncs seamlessly with Lawmatics to transfer over any new leads from one to the other. The data collected through SMB will create a new matter in Lawmatics, along with the pertinent data collected.

Details

Built by

SMB Team
Category

Lead Generation & Marketing

Requirements

Lawmatics subscription

Works with all Lawmatics plans
Lawmatics account permissions

No permissions required
SMB Team account permissions

No permissions required
Lawmatics