Vetted Intake + Lawmatics
For firms that run intake in Lawmatics, approved caller and matter fields can be mapped into the selected intake pipeline.
What can be mapped
A new contact and matter in your intake pipeline.
Injury type, incident date, and attorney-review flag.
Conflict-check result and intake answers.
Transcript and, when recording is enabled and permitted, audio as approved records.
What can be used
Calendar availability for booking.
Pipeline stage and contact status.
Automation and assignment rules.
Confirm access
We confirm the supported Lawmatics connection method and permissions with your firm.
Map your fields
We map intake fields to your Lawmatics pipeline stages.
Test the delivery
The firm tests the approved pipeline stage and automation behavior before go-live.
Route qualified callers into the right Lawmatics workflow.
For Lawmatics, scoping confirms the pipeline stage, field map, automation triggers, and calendar access.
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