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Intaker

Easily transfer new leads to Lawmatics from Intaker
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Intaker integration overview

Push lead and client information from Intaker into Lawmatics as a new matter. Transcripts of the initial conversation via Intaker are also added as notes to a matter in Lawmatics.

Here’s what you get with this integration:
  • Contacts newly created in Intaker will automatically transfer to Lawmatics
  • View transcript of initial contact in a note on the matter

Intaker integrates with these Lawmatics features

Intake
Matter sync
Matter activity tracking

Integration features

Contact transferring

Intaker syncs seamlessly with Lawmatics to push over any new leads from your web chats. While Intaker handles your intake, your pipeline stays up to date in Lawmatics.

Record keeping

A transcript of the conversation between your lead and the Intaker service will automatically save as a note to the matter’s profile in Lawmatics. This offers you a record of communication with the lead.

Details

Built by

Intaker
Category

Reception, Chatbots, and Intake

Requirements

Lawmatics subscription

Works with all Lawmatics plans
Lawmatics account permissions

No permissions required
Intaker account permissions

No permissions required
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