Overview
The Lawmatics integration connects CallRail to Lawmatics, the case management and client intake software that many law firms use. Once connected, new leads that call, text, or fill out a form on a CallRail tracking number are automatically added to Lawmatics for you, so you don't have to manually copy information between the two systems. If you also use CallRail's Voice Assist, this integration lets your AI assistant recognize returning callers and pull up their case details in real time, so it can have a more informed conversation with them.
Before You Begin
- You need an active Lawmatics account.
- Voice Assist must be turned on for your CallRail account to use the real-time caller lookup feature. You can still use the integration to send new leads to Lawmatics without Voice Assist.
- If you already use an existing, separate Lawmatics connection that was set up with an API key, this is a different, newer integration. You should revoke any existing API keys connected to Lawmatics before continuing. Learn more about API keys here.
Connect Lawmatics
- In CallRail, open the Integrations library.
- Find the Lawmatics tile and click Connect.
- You'll be taken to Lawmatics to log in and approve CallRail's request for access. This keeps your Lawmatics login information private: CallRail never asks you to enter an API key for this integration.
- Once you approve access, you're returned to CallRail with the integration connected. CallRail automatically sets up five fields in your Lawmatics account to track where each lead came from and to store a summary of the call. You don't need to create these fields yourself.
- Use the toggle on the integration page to turn lead syncing on or off at any time.
- To remove the connection entirely, click Disconnect.
Data
When a call, text, or form submission comes in on a CallRail tracking number, CallRail checks whether that contact already exists in Lawmatics (by phone number, then by email). If a match is found, CallRail updates the existing record. If not, CallRail creates a new Contact and a new Matter (Lawmatics' term for a case or potential case) linked to that contact.
Here's how CallRail information maps into Lawmatics:
| CallRail information | Where it goes in Lawmatics |
|---|---|
| Caller's name | Contact first and last name |
| Caller's phone number | Contact phone number |
| Caller's email address | Contact email address |
| Caller's city and state | Contact address |
| How the lead found you (source, medium, campaign, landing page) | Custom fields CallRail creates automatically: CallRail - Lead Source, CallRail - Lead Medium, CallRail - Lead Campaign, CallRail - Lead Landing Page |
| Call summary | Custom field: CallRail - Call Summary |
Lead information flows one way: from CallRail into Lawmatics. If you have Voice Assist enabled and a caller you already have on file in Lawmatics calls in again, CallRail also reads (but doesn't change) their case details, notes, appointments, and open tasks from Lawmatics so Voice Assist can reference them during the call.
If you disconnect the integration, the custom fields CallRail created remain in your Lawmatics account. They just stop receiving new information.
Troubleshooting
A caller's name appears reversed in Lawmatics (for example, "Pope Charles" instead of "Charles Pope").
This can happen because phone carriers sometimes send caller ID information in "last name, first name" order. CallRail displays the name correctly on its side, but if that same text is passed along to Lawmatics, Lawmatics may not always read it in the right order.
Frequently Asked Questions
Is this the same as the Lawmatics integration I may already have set up?
Not necessarily. If your existing Lawmatics connection was set up using a CallRail API key, that's a separate, older integration built by Lawmatics. This integration is built and maintained by CallRail and doesn't require an API key.
Can this integration schedule appointments in Lawmatics?
Not currently. This integration focuses on sending new leads to Lawmatics and giving Voice Assist access to case details. Scheduling may be added in a future update.
What happens to the information CallRail added to Lawmatics if I disconnect the integration?
The custom fields and any Matters or Contacts already created in Lawmatics stay in your account. Disconnecting only stops new information from syncing going forward.
Do I need Voice Assist to use this integration?
No. Sending new leads to Lawmatics works whether or not Voice Assist is enabled. Voice Assist is only needed for the real-time caller lookup feature.