Lawmatics automation at a glance
| Does Lawmatics have an API? | Yes. It has an open REST API, which an admin enables in developer settings, and a Zapier app. |
|---|---|
| Connects with | Clio, MyCase, Google Sheets, Outlook, Twilio, DocuSign |
| Used by | Law firms |
| What we build | Signed client handoff; Source to retained report; Missing lead sources; Consult reminders; Fee agreement tracking |
Sound familiar?
What law firms on Lawmatics tell us before a project starts.
- Signed clients get re-entered into our practice management system.
- We cannot tell which marketing source actually produced retained clients.
- Consults are booked in one calendar and logged somewhere else.
- Leads from some sources never make it into Lawmatics.
- Partners ask for an intake report that takes an afternoon to build.
What we build
Each one is a working piece you can open and check when it's done.
Signed client handoff
When a lead signs, the client and matter are created in your practice management tool.
n8n, Make and Zapier automationSource to retained report
A weekly report of leads, consults and retained clients by source.
Dashboards and reportingMissing lead sources
Leads from directories, chat or call tracking pushed into Lawmatics with the source tagged.
n8n, Make and Zapier automationConsult reminders
Text and email reminders before each consult, with a follow-up for no-shows.
n8n, Make and Zapier automationFee agreement tracking
A list of sent agreements not yet signed, chased on a schedule you set.
n8n, Make and Zapier automationWhat we connect it to: Clio, MyCase, Google Sheets, Outlook, Twilio, DocuSign.
Industries that use it: Law firms.
Example projects
Illustrations of the shape of the work, not past clients. Yours gets its own written scope.
Example project
Intake to Clio
Example: a personal injury firm creates the Clio matter the moment a Lawmatics lead signs.
Lawmatics, ClioExample project
Marketing report
Example: an immigration practice sees retained clients by source each Monday in one sheet.
Lawmatics, Google SheetsExample project
No-show follow-up
Example: a criminal defence firm texts a rebooking link when a consult is missed.
Lawmatics, TwilioNot sure where to start? Start with an Automation Audit.
Questions people ask first
Does Lawmatics have an API?
Yes. It has an open REST API, which an admin enables in developer settings, and a Zapier app.
Is this a replacement for Lawmatics automations?
No. We use its built-in automations where they fit and connect what they cannot reach.
Can you connect it to our practice management tool?
Usually, through the API or Zapier. We confirm both sides support it before scoping.
Will this affect our marketing tracking?
It should improve it. We agree how each source is tagged before anything changes.
Tell us what you need built.
Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope.
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