CallRail + Lawmatics
Create new Lawmatics matters when phone calls are completed in CallRail
Streamline your legal practice management with this efficient workflow. When you conclude a phone call in CallRail, it will quickly generate a new matter in Lawmatics. This automation keeps your client information updated in real time, allowing you to focus more on your legal duties and less on administrative tasks.
Streamline your legal practice management with this efficient workflow. When you conclude a phone call in CallRail, it will quickly generate a new matter in Lawmatics. This automation keeps your client information updated in real time, allowing you to focus more on your legal duties and less on administrative tasks.
- When this happens...Phone Call Completed
Triggers after an inbound phone call has been completed and its recording and transcription have completed and attached. It contains the full data about the call. This trigger should not be expected to be real-time and has a maximum delay of 20 minutes after the hangup before it fires.
- automatically do this!Create Matter
Create a new Matter from values.
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