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CARET Legal

Sync matter data from Lawmatics to CARET Legal on lead conversion
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CARET Legal Integration Overview

Automatically sync matters from Lawmatics to CARET Legal, eliminating any need for duplicate data entry. Streamline your client intake in Lawmatics and seamlessly transfer matter details upon lead conversion to CARET Legal for efficient case management.

Here’s what you get with this Lawmatics integration:
  • Automatic matter creation in CARET Legal upon lead conversion in Lawmatics
  • Manually sync matters or trigger sync with automation
  • Update CARET Legal matters with new info from Lawmatics by initiating a resync

CARET Legal integrates with these Lawmatics features

Matters
Automations

Integration features

Matter Sync

Lawmatics seamlessly integrates with CARET Legal, pushing over matter data upon conversion. This can be done manually or automatically. The matter status then updates in Lawmatics and opens as a new matter in CARET Legal.

Automation Potential

Automatically sync matters when triggered by events like signed agreements or fee payments. Most firms incorporate this into their automated processes, ensuring a seamless sync.

Resync

This integration offers more than a one-time sync. If updates are needed in Lawmatics, simply click the 'Resync' button. This action seamlessly transfers any changes to the corresponding CARET Legal matter.

Details

Built by

Lawmatics
Category

Case Management

Requirements

Lawmatics subscription

Works with all Lawmatics plans
Lawmatics account permissions

No permissions required
OneDrive account permissions

No permissions required
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