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Zillametrics

Reception, Chatbots, and Intake
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Zillametrics integration overview

Push lead information collected from Zillametrics intake chat into Lawmatics as a new matter. Transcripts of the initial conversation in Zillametrics are added as a activity timeline entry to a matter in Lawmatics

Here’s what you get with this Lawmatics integration:
  • Contacts and matters newly created in Zillametrics will automatically transfer to Lawmatics
  • Matters sourced from Zillametrics will be attributed to Zillametrics in the Lawmatics Activity Timeline
  • View transcript of initial contact in activity timeline of the matter in Lawmatics
  • Appointments scheduled using Zillametrics intake chat will appear in your Lawmatics calendar.

Zillametrics integrates with these Lawmatics features

Matters
Contacts
Activity Timeline
Scheduling

Integration features

Contact transferring

Zillametrics syncs seamlessly with Lawmatics to transfer over any new leads from your Zillametrics chat.

Appointment scheduling

Connect your Lawmatics calendar to Zillametrics so that contacts can book a consultation directly from your Zillametrics chat.

Details

Built by

Zillametrics
Category

Reception, Chatbots, and Intake

Requirements

Lawmatics subscription

Works with all Lawmatics plans
Lawmatics account permissions

No permissions required
Zillametrics account permissions

No permissions required
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