SurePoint Pro
Sync your leads from Lawmatics to SurePoint Pro
Automatically sync matters from Lawmatics to SurePoint Pro, eliminating any need for repetitive data entry. Streamline your lead intake in Lawmatics and seamlessly transfer matter details to SurePoint Pro for efficient case management upon lead conversion.
Here’s what you get with this Lawmatics integration:
- Automatic matter creation in SurePoint Pro upon lead conversion in Lawmatics
- Manually sync matters or set it as an automation action
- Synchronize contacts to their corresponding contact in SurePoint Pro
- Automatically update contacts in Lawmatics when contacts are updated in SurePoint Pro
Matters
Contacts
Relationships
Custom Fields
Details
Requirements
Resources
Integration Features
Integration Features
Matter Sync
Lawmatics seamlessly integrates with SurePoint Pro, 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 SurePoint Pro.
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.
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