Lawmatics by Maxmel Tech

lawmatics is a legal client intake and crm platform that automates client onboarding, marketing, and workflow management for law firms integrating with make com enables seamless automation of legal processes and data syncing across multiple business tools 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 https //lawmatics com/contact 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 lawmatics account with developer settings enabled and obtain api credentials client id and client secret, https //lawmatics com app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/lawmatics community/ 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 lawmatics supports logging in via oauth2 0 using google or microsoft social sign on you will need to use your google or microsoft credentials to authenticate go to the lawmatics login page select either google or microsoft as your social sign on provider authenticate using your google or microsoft credentials as 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}} https //www make com/en/register , 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 docid\ so88fm6pkt0g adkddfzz 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 notify all 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 in your system, allowing you to start tracking and managing new client cases or potential clients create a note creates a brand new note in your selected app, allowing you to quickly capture and organize your 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 deletes 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 it’s case sensitive) find a contact by email searches for a contact in your database using their email address, helping you quickly locate specific contact details find a contact by phone searches for a contact in your database using their phone number, helping you quickly locate specific contact details find a matter by email searches for a specific matter in your system using the provided email address, helping you quickly locate relevant case information linked to that email 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 matter (prospect) in your system using a specific phone number, helping you quickly locate the relevant record 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, allowing you to view its full content and related information get an appointment retrieves detailed information about a specific appointment list appointments retrieves a detailed list of scheduled appointment events from your system, helping you keep track of all upcoming and past appointments list contacts retrieves a detailed list of contacts stored in 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 your existing matters with ease make an api call allows you to make a custom api request to the service, using your authorized connection this lets you access specific endpoints or features that may not be available through 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 the content of an existing note, making it easy to keep your information current and organized watch appointments triggers when a new appointment is scheduled, allowing you to automatically start workflows whenever a booking is made watch contacts this module activates whenever a new contact is added or when details of an existing contact are updated, helping you stay up to date with the latest changes in your contact list watch custom form submissions triggers whenever someone submits a new entry through your custom form, allowing you to automatically process or respond to each new submission watch matters triggers when a new matter is created or when an existing matter is updated, allowing you to automatically respond to changes or additions in your matters watch notes triggers whenever a new note is added or an existing note is modified, allowing you to take action whenever there are changes to your notes templates you can look for more templates in https //www make com/en/templates , 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 https //lawmatics com https //help lawmatics com/en/ https //docs lawmatics com/ https //www make com/en/integrations/lawmatics community