Intaker + Lawmatics
Create new matters in Lawmatics from new chats in Intaker
Initiate a seamless workflow between your Intaker and Lawmatics apps. When a new chat starts in Intaker, this automation creates a matter in Lawmatics, ensuring critical information doesn't fall through the cracks and is instantly responsive to client communications. Increase productivity and efficiency in your legal work, and never miss key details in client interactions.
Initiate a seamless workflow between your Intaker and Lawmatics apps. When a new chat starts in Intaker, this automation creates a matter in Lawmatics, ensuring critical information doesn't fall through the cracks and is instantly responsive to client communications. Increase productivity and efficiency in your legal work, and never miss key details in client interactions.
- When this happens...New Chat
Triggers when a new chat is received by Intaker.
- automatically do this!Create Matter
Create a new Matter from values.
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Organization NameRequired
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Try ItOrganization NameRequired
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Try ItOrganizationRequired
Lead NameRequired
Lead Status
Create Task (Notification via Desk & Email)Required
First Name
Last Name
Phone Number
Phone Number SMS Consent
Email
Pipeline
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Pipeline Actual Cost
Pipeline Additional Details
Note Description
