Lawmatics by Maxmel Tech

lawmatics is a legal crm platform designed for law firms, offering client intake, marketing automation, billing, and reporting tools integrating with make com enables law firms to automate workflows, improve client management, and streamline routine legal processes this is ai generated content based on official lawmatics documentation the content may still contain errors—please verify important information if you have questions, contact lawmatics support directly how to get support on lawmatics lawmatics is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=lawmatics\&app slug=lawmatics community\&app unique id=lawmatics fbxw26 requirements to use the lawmatics app in make, you must have an active account and an api key, create your account on lawmatics app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button follow the on screen instructions to complete the setup connect lawmatics and {{product name}} to get started, you must first create a connection between lawmatics and {{product name}} , allowing the two services to communicate you can connect using the following method oauth2 0 oauth2 0 instructions you need to complete the oauth2 authentication process using a secure link provided by answering legal obtain the secure link from answering legal to begin the oauth2 authentication process select the provided link to be redirected to the lawmatics authorization page log in with your lawmatics credentials on the authorization page grant permission to connect the two platforms when prompted some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=lawmatics\&app slug=lawmatics community\&app unique id=lawmatics fbxw26 create the connection in {{product name}} log in in your make account , add the lawmatics module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your lawmatics or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application page lawmatics modules after connecting to the lawmatics app, you can choose from a list of available modules to build your {{scenario plural lowercase}} cancel an appointment cancels a specific appointment and gives you the option to send notifications to the attendees about the cancellation create a contact adds a new contact to your chosen platform, allowing you to store and manage their details for future use create a matter creates a new matter or prospect record, allowing you to start tracking a new legal case or potential client in your system create a note creates a brand new note, allowing you to quickly capture and save your ideas or information delete a contact permanently removes a specific contact from your account using their unique id delete a matter deletes a specific matter from your account using its unique id delete a note permanently removes a specific note from your account using its unique id find a contact searches for a contact whose name exactly matches the one you provide (note the search is case sensitive) find a contact by email searches for a contact in your database using their email address, making it easy to quickly locate specific contact details find a contact by phone searches for and retrieves a contact in your system using their phone number find a matter by email searches for a specific matter using the provided email address to help you quickly locate related information find a matter by name searches for a prospect whose name exactly matches the one you provide (note the search is case sensitive) find a matter by phone searches for a specific matter (prospect) in your system using a phone number, helping you quickly locate relevant details linked to that contact get a contact retrieves detailed information about a specific contact get a matter retrieves detailed information about a specific matter get a note fetches and displays the details of a specific note you select get an appointment retrieves detailed information about a specific appointment list appointments retrieves a detailed list of scheduled appointment events from your system, allowing you to view and manage all upcoming and past appointments list contacts retrieves a detailed list of contacts stored within your system, allowing you to view and manage all available contact information list matters retrieves a detailed list of all matters currently stored in the system, allowing you to view and manage them easily make an api call allows you to make a custom, authorized api request to the connected service, enabling you to access features or data not covered by the standard modules update a contact updates the details of a specific contact using its unique id, allowing you to modify information such as name, email, or other contact fields update a matter updates the details of an existing matter in the system, allowing you to modify information such as status, description, or other relevant fields update a note allows you to update the title and content of an existing note, making it easy to keep your notes accurate and up to date watch appointments triggers when a new appointment is added, allowing you to automatically start workflows whenever a fresh booking is made watch contacts this module activates whenever a new contact is added or an existing contact’s details are updated, allowing you to automatically respond to changes in your contact list watch custom form submissions triggers whenever someone submits a new entry through your custom form, allowing you to automatically take action based on the submitted information watch matters triggers whenever a new matter is created or when an existing matter is updated, allowing you to automatically respond to changes in your matters watch notes triggers whenever a new note is added or an existing note is modified, allowing you to automatically respond to changes in your notes templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} lawmatics resources you can have access to more resources related to this app on the following links lawmatics website lawmatics documentation lawmatics api documentation lawmatics page on make