SurePoint Pro - Lawmatics Integration
Firm administrators can now integrate their firm with Lawmatics to automate the client intake process. Your firm can link to Lawmatics contacts and related matter as contacts are converted to clients.
Please Note -There must be a Lawmatics account account set up with complete onboarding prior to connecting the integration with SurePoint Pro.
Lawmatics will take care of all the intake and marketing aspects as part of the intake process. There is an API that will sync, sharing Contacts and Clients between SurePoint Pro and Lawmatics. When a Contact converts to a Client the first Matter is created within Lawmatics, which also syncs with SurePoint Pro. From here on in the Practice Pro process can be followed.
There is a set up required, creating required fields in order to continue to build the Contacts and Clients within Practice Pro. These fields will be mapped within Practice Pro to ensure all required information transfers over between the two systems.
Follow the link below for set up instructions: