The Lawmatics integration allows you to push the intake record from Lawmatics into 8am DocketWise, so a signed lead opens as a DocketWise matter with its contact details, notes, and documents already attached.
By using this feature, your firm can return paralegal hours to casework rather than data entry, ensure the file opens complete with requested documents and signed retainers, and avoid missing records by allowing a Lawmatics automation to automatically trigger the handoff.
Step-by-Step Instructions
Navigate to the Lawmatics integrations page and authorize the connection using your DocketWise login.
Map your practice areas between the two systems (this only needs to be completed once during setup).
Choose how matter creation should be triggered when a lead converts to hired. You can use a manual button, set it to trigger automatically on conversion, or have it fired by a Lawmatics automation.
Run the sync to push the intake record; contact fields, a defined subset of matter fields, and any documents and notes added in Lawmatics will sync to the matching DocketWise matter.
If later updates are made to a matter that already synced, click the manual resync button to push those updates to the same matter.
Frequently Asked Questions (FAQ)
Does DocketWise send data back into Lawmatics? A pull path for DocketWise data back into Lawmatics is not confirmed, as this integration functions as a one-way push from Lawmatics into DocketWise.
Can I sync custom fields to my DocketWise matters? No, custom fields are not supported because the DocketWise API does not expose custom fields today.
What happens to retainers and file requests collected during intake? Documents and notes added in Lawmatics sync to the matching matter, meaning retainers signed at intake and files collected through a file request arrive seamlessly with the matter.
For more tutorials and additional learning opportunities on optimizing your workflow, visit the DocketWise Learning Center.