Integrate Lawmatics with Retently

Trigger NPS/CSAT surveys after client intake or appointment scheduling, sync client profiles to maintain updated contact information, and use feedback scores to improve client engagement and service offerings.

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About Lawmatics

Lawmatics is an Intake and Marketing Automation platform designed for law firms. It enables tracking of matters, contacts, and custom forms, and allows users to create and manage appointments.

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Lawmatics to Retently

1

Matter Converted

Triggers when a PNC Matter is converted.
2

Contact Created

Triggers when a Contact is created.
3

Custom Form Added

Triggers when a Custom Form is added.
4

Matter Added

Triggers when a Matter is created.
5

Appointment Created

Triggers when an Appointment is created.
6

Filled Out a Form

Triggers when a Custom Form Entry is submitted.
7

New Note Created

Triggers when a new Note is created.
8

Matter Updated

Triggers when a Matter is updated.
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Retently to Lawmatics

1

Create Appointment

Creates a new Appointment.
2

Create Contact

Creates a new Contact from values.
3

Create Matter

Creates a new Matter from values.
4

Update Contact

Updates an existing Contact with values.
5

Find Company

Finds Company by email, name or phone.
6

Find Matter

Finds Matter by email, name or phone.
7

Get User

Finds User by ID.
8

Create Company

Creates a new Company from values.
9

Submit Custom Form Entry

Fills out a Custom Form with values.
10

Update Company

Updates an existing Company with values.
11

Update Matter

Updates an existing Matter with values.
12

Find Contact

Finds Contact by email, name or phone.
13

Get Matter

Finds a Matter by ID.

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