Deep Dive Recap: Integrations That Do Your Admin Work For You

Running a law firm means juggling a lot of moving pieces — client communications, case details, marketing efforts, and scheduling, just to name a few. Without the right tools working together, things can get messy fast. That’s where Lawmatics integrations come in. Instead of wasting time on duplicate data entry or switching between disconnected platforms, you can automate key processes and keep everything in sync.

In our latest Deep Dive Webinar, Lawmaticians Devon and Clare walked through how these integrations make day-to-day operations smoother, from keeping calendars updated to tracking marketing performance. Let’s break it down.

Time Stamps of Key Takeaways

0:00 — Why integrate?

Devon and Clare kick things off with an overview of how integrations generally work, and a glimpse at the full library of native Lawmatics integrations. They outline how integrations can really take the busywork out of your day to day, keeping everything in sync, from case management and marketing to client communication.

9:39 — User integrations

Devon and Clare dive into user integrations, which sync applications with Lawmatics for individual users within your firm. Email sync automatically logs client messages and attachments in Lawmatics, reducing inbox clutter and keeping communications organized. Calendar sync prevents scheduling conflicts by updating availability in real time. The Zoom integration ensures virtual meetings are seamless by generating and embedding links directly into invites. Since these are user-specific, each person needs to enable them individually, but once set up, they make day-to-day tasks far more efficient.

20:44 — Call integrations

Law firms handling high call volumes can track and manage inbound and outbound calls directly within Lawmatics. The RingCentral integration enables outbound calls directly from a matter, while also logging inbound calls for easy reference. CallRail takes tracking a step further by offering recorded call playback and marketing insights, allowing firms to analyze call performance.

28:23 — Case management integrations

Lawmatics integrates with leading case management platforms to ensure a smooth transition from intake to ongoing case work. Our hosts took a closer look at how Lawmatics syncs with Clio Manage, automatically transferring client and matter details, documents, and notes at the point of conversion. They also discuss some of the differences between our integrations with some of the other popular case management systems.

37:42 — Marketing integrations

Law firms need clear insights into where their best leads are coming from, and Lawmatics integrations make that easy. The Google Ads integration pulls campaign data and ad spend directly into Lawmatics, helping firms measure return on investment without jumping between platforms. (Devon also teased upcoming improvements to this integration!) CallRail plays a role here, too, by tracking call sources so firms know exactly which campaigns are driving inquiries.

41:00 — For everything else, there’s Zapier

When a direct integration isn’t available, Zapier fills the gap by connecting Lawmatics to thousands of additional applications. Whether linking with Calendly for scheduling, Google Sheets for tracking, or various case management and payment platforms, Zapier automations work like Lawmatics workflows — triggering actions to keep data in sync.

Check out our entire catalogue of integrations at lawmatics.com/integrations.

Webinar slide deck