Start new matters in Lawmatics when phone calls start in CallRail
Begin every phone call with efficiency using this handy workflow between CallRail and Lawmatics. As soon as a phone call starts in CallRail, a new matter gets instantly created in Lawmatics. This smooth exchange of information saves time, eliminates manual entry, and helps you track every client interaction right from the call stage for better client management.
Begin every phone call with efficiency using this handy workflow between CallRail and Lawmatics. As soon as a phone call starts in CallRail, a new matter gets instantly created in Lawmatics. This smooth exchange of information saves time, eliminates manual entry, and helps you track every client interaction right from the call stage for better client management.
- When this happens...Phone Call Started
Triggers when an inbound phone call is started.
- automatically do this!Create Matter
Create a new Matter from values.
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