Platform
Lawmatics
Streamline your law firm's operations with Lawmatics API. Effortlessly automate tasks like client intake, CRM, and document workflows. Key features include appointment scheduling, email automation, and lead tracking. Enhance efficiency and client engagement by integrating data syncing and seamless communication into your existing systems.
10 executions monthly on Free plan included
Platform supported onplan: 
Make.com
Make.comAvailable Module Types
- All Modules (29)
- Action
- Search
- Universal
- Trigger (polling)
Lawmatics API Integration for Make.com
Create custom Lawmatics automation workflows by using triggers, actions, and search modules listed below.
Action
Cancel an Appointment
Cancels a single appointment with the possibility to notify attendees.
Action
Create a Contact
Creates a new contact.
Action
Create a Matter
Creates a new matter or prospect.
Action
Create a Note
Creates a new note.
Action
Delete a Contact
Deletes an existing contact by ID.
Action
Delete a Matter
Deletes a single matter by ID.
Action
Delete a Note
Deletes a single note by ID.
Action
Find a Contact by Email
Finds a contact by email address.
Action
Find a Contact
Finds a contact by a provided name (case-sensitive).
Action
Find a Contact by Phone
Finds a contact by phone number.
Action
Find a Matter by Email
Finds a matter by email address.
Action
Find a Matter by Name
Finds a prospect by a provided name (case-sensitive).
Action
Find a Matter by Phone
Finds a matter (prospect) by phone number.
Action
Get a Contact
Returns a single contact.
Action
Get a Matter
Returns a single matter.
Action
Get an Appointment
Returns a single appointment's details.
Action
Get a Note
Retrieves a single note.
Search
List Appointments
Returns a list of appointment events from a system.
Search
List Contacts
Returns a list of contacts from a system.
Search
List Matters
Returns a list of matters from the system.
Universal
Make an API Call
Performs an arbitrary authorized API call.
Action
Update a Contact
Updates a single contact by its unique ID.
Action
Update a Matter
Updates a matter in the system.
Action
Update a Note
Updates an existing note's name and content.
Trigger (polling)
Watch Appointments
Triggers when an appointment is created.
Trigger (polling)
Watch Custom Form Submissions
Triggers when a new custom form submission is added.
Trigger (polling)
Watch Matters
Triggers when a matter is created or updated.
Trigger (polling)
Watch Notes
Triggers when a note is created or updated.
Trigger (polling)
Watch Contacts
Triggers when a contact has been created or updated.
Lawmatics Automation Use Cases
Explore potential use cases for automations using Lawmatics API and utilize our integration modules crafted specifically for such workflows.
3 modules
Automated Client Intake Process
Streamline the client intake process by automatically creating a contact and a matter for each new form submission from potential clients.
Create a Matter
Watch Custom Form Submissions
Create a Contact
2 modules
Daily Appointment Summary Email
Send a daily summary email of all appointments scheduled for the day to all relevant staff members for better team coordination.
Get an Appointment
List Appointments
2 modules
Lead Follow-Up Trigger
Automatically update a contact's status and send a follow-up email when a contact is found by email after a specified period without contact activity.
Update a Contact
Find a Contact by Email
2 modules
Real-time Matter Updates Notification
Notify relevant team members when a matter is created or updated, ensuring everyone is informed of changes as they occur.
Get a Matter
Watch Matters
3 modules
Automated Appointment Rescheduling
Automatically reschedule appointments when they are canceled and notify attendees of the new schedule to ensure seamless communication.
List Appointments
Get an Appointment
Cancel an Appointment
2 modules
Comprehensive Contact Updates
When a note is updated related to a contact, ensure the contact is also updated with any new information contained within the note for consistent record-keeping.
Watch Notes
Update a Contact
3 modules
Monthly Client Engagement Report
Generate and email a report to the management detailing how often contacts are reached out, meetings held, and notes logged.
List Contacts
List Appointments
List Matters
3 modules
Contact Clean-up Trigger
Automatically delete duplicate contacts detected by watching for shared email addresses to maintain a clean contact database.
Delete a Contact
Watch Contacts
Find a Contact by Email
2 modules
Automated Note Creation After Appointment
Automatically create notes summarizing key points from each completed appointment ensuring accurate record-keeping and easy access to meeting outcomes.
Create a Note
Watch Appointments
Supported Platforms
- Make.com
How to start with Lawmatics on Make.com?
Follow our step-by step guides on setting this API integration on Make.com no-code platform.
Our team of experts needs to know your concern. Please, report any issues you notice during app execution.