Lawmatics + Trustate

Import new Lawmatics matters into Trustate automatically when matters are added

Streamline your legal practice management with this efficient workflow. When a new matter is added in Lawmatics, this automation instantly imports the matter into Trustate. This not only saves time but also ensures consistent data across both platforms, giving you a cohesive client management solution. Boost your productivity and keep your focus where it matters most - serving your clients.

When this happens...
Matter Added
Triggers when a Matter is created.
TriggerPolling
automatically do this!
Import Matter
Imports a new Matter in the system.
ActionWrite

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Supported triggers and actions

Matter Converted
Triggers when a PNC Matter is converted.
Trigger
Polling
Try It
Contact Created
Triggers when a Contact is created.
Trigger
Polling
Try It
Custom Form Added
Triggers when a Custom Form is added.
Trigger
Polling
Try It
Matter Added
Triggers when a Matter is created.
Trigger
Polling
Try It
- Event NameRequired
- All DayRequired
- Start DateRequired
- End DateRequired
- Attendee TypeRequired
- Attendee IDRequired
- DescriptionRequired
- Reminder period
- Reminder unit
Action
Write

- First NameRequired
- Last Name
- Email
- Phone
- Title
- Street
- Street 2
- City
- State
- Zipcode
- Middle Name
- Citizenship
- Driver License
- Name Prefix
- Name Sufix
- Informal Name
- Marital Status
- Hobbies
- Bio
- Birthdate
- Social Security
- Note
Action
Write
- First NameRequired
- Last Name
- Company Name
- Email
- Phone
- Title
- Case Blurb
- Case Title
- Street
- Street 2
- City
- State
- Zipcode
- Middle Name
- Citizenship
- Driver License
- Name Prefix
- Name Sufix
- Informal Name
- Marital Status
- Hobbies
- Bio
- Birthdate
- Social Security
- Actual Value in Cents
- Estimated Value in Cents
- Lead Cost in Cents
Action
Write

- IdRequired
- First NameRequired
- Last Name
- Email
- Phone
- Title
- Street
- Street 2
- City
- State
- Zipcode
- Middle Name
- Citizenship
- Driver License
- Name Prefix
- Name Sufix
- Informal Name
- Marital Status
- Hobbies
- Bio
- Birthdate
- Social Security
- Note
- Tag
Action
Write
- Search TypeRequired
- ValueRequired
Action
Search
- Search TypeRequired
- ValueRequired
Action
Search
- IDRequired
Action
Search

Appointment Created
Triggers when an Appointment is created.
Trigger
Polling
Try It
- Custom FormRequired
Trigger
Polling
Try It
New Note Created
Triggers when a new Note is created.
Trigger
Polling
Try It
Matter Updated
Triggers when a Matter is updated.
Trigger
Polling
Try It
- Company NameRequired
- Company Email
- Company Phone
- Company Street
- Company Street 2
- Company City
- Company State
- Company Country
- Company Zipcode
- Company Point of Contact
Action
Write
- Custom FormRequired
Action
Write
- IdRequired
- Company NameRequired
- Company Email
- Company Phone
- Company Street
- Company Street 2
- Company City
- Company State
- Company Country
- Company Zipcode
- Company Point of Contact
- Company Notes
Action
Write
- IdRequired
- First NameRequired
- Last Name
- Email
- Phone
- Title
- Case Blurb
- Case Title
- Street
- Street 2
- City
- State
- Zipcode
- Middle Name
- Citizenship
- Driver License
- Name Prefix
- Name Sufix
- Informal Name
- Marital Status
- Hobbies
- Bio
- Birthdate
- Social Security
- Actual Value in Cents
- Estimated Value in Cents
- Lead Cost in Cents
- Note
Action
Write
- Search TypeRequired
- ValueRequired
Action
Search
- IDRequired
Action
Search
- Display First NameRequired
- Display Last NameRequired
- External ID
- Client First Name
- Client Last Name
- Client Email Address
- Client Phone Number
- Client Date Of Birth
- Client Address Street
- Client Address City
- Client Address State
- Client Address Zip Code
- Decedent First Name
- Decedent Last Name
- Decedent Date Of Birth
- Decedent Date Of Death
- Decedent Last Address Street
- Decedent Last Address City
- Decedent Last Address State
- Decedent Last Address Zip Code
- Trust Name
- Trust Date
- Is Grantor Trust?
- Is Revocable Trust?
- Ward First Name
- Ward Last Name
- Ward Date Of Birth
- Ward Address Street
- Ward Address City
- Ward Address State
- Ward Address Zip Code
Action
Write