TeleWizard
Sync leads and intake data from TeleWizard to Lawmatics
Keep key information from Telewizard synced with Lawmatics. This integration helps capture caller details, supports form completion, and records call activity in Lawmatics automatically.
Here’s what you get with this Lawmatics integration:
- Provide callers with relevant matter details, case summaries, and billing information from Lawmatics during TeleWizard conversations
- Complete Lawmatics forms as part of TeleWizard intake workflows, including supported conditional fields and branching
- Schedule appointments in your Lawmatics calendar based on real-time availability
- Create and update contacts and matters in Lawmatics
- Log calls, notes, and callback request tasks in Lawmatics automatically
Matters
Contacts
Relationships
Forms
Scheduling
Tasks
Details
Requirements
Resources
Integration Features
Integration Features
Contract transferring
New leads captured by TeleWizard will automatically be pushed into your Lawmatics account as new matters.
Appointment scheduling
TeleWizard pulls real-time availability from your Lawmatics calendar and can schedule appointments directly into it.
Matter information
TeleWizard can retrieve case summaries and check unpaid bills for matters in Lawmatics.
Forms
Lawmatics forms can be completed through TeleWizard. Conditional fields and supported branching are followed during form completion.
Call logging and notes
Calls handled through TeleWizard are logged in Lawmatics. Notes can be added to cases, and callback request tasks can be created when follow-up is needed.
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