Create new Lawmatics matters from new Nimbata calls
Streamline your law firm's productivity with this workflow. When a new call is recorded in Nimbata, it immediately creates a new matter in Lawmatics. This gives you an effortless way to ensure every interaction is logged and well documented without the need for manual data entry. Now you can spend more time on what matters most - your clients.
Streamline your law firm's productivity with this workflow. When a new call is recorded in Nimbata, it immediately creates a new matter in Lawmatics. This gives you an effortless way to ensure every interaction is logged and well documented without the need for manual data entry. Now you can spend more time on what matters most - your clients.
- When this happens...New Call
Triggers when an inbound call to one of your tracking numbers is completed. It includes post call fields (e.g. Caller ID, Source, Duration, etc.
- automatically do this!Create Matter
Create a new Matter from values.
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New Call
Triggers when an inbound call to one of your tracking numbers is completed. It includes post call fields (e.g. Caller ID, Source, Duration, etc.
Try ItAppointment Created
Triggers when an Appointment is created.
Try ItCustom FormRequired
Try ItNew Note Created
Triggers when a new Note is created.
Try It