CallRail + Lawmatics

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.

  1. When this happens...
    CallRailCallRail
    Phone Call Started

    Triggers when an inbound phone call is started.

    TriggerInstant
  2. automatically do this!
    LawmaticsLawmatics
    Create Matter

    Create a new Matter from values.

    ActionWrite
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Supported triggers and actions

callrail logo
callrail logo

About CallRail

CallRail is an analytics platform designed for those who rely on quality calls and inbound leads to measure success.
Learn more

Related categories

  • Call Tracking
lawmatics logo
lawmatics logo

About Lawmatics

Lawmatics is an AI-powered legal CRM and marketing automation platform that converts leads into clients and scales law firm growth.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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