Lawmatics + MyCase integrations
Create new MyCase leads from newly filled out Lawmatics forms
Streamline your legal work with this efficient workflow. When a new form is filled out in Lawmatics, this automation will right away create a new lead in MyCase. This can save you time entering data manually, reducing error, and letting you focus more on providing quality service to your clients. Enjoy an effortlessly organized and updated system that works for you.
- When this happens...Filled Out a FormTriggers when a Custom Form Entry is submitted.
- automatically do this!Create LeadCreates a new lead.
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More things you can do with Lawmatics and MyCase
Discover other triggers and actions you can use with Lawmatics and MyCase
- Matter Converted
Triggers when a PNC Matter is converted.
Try ItTriggerPolling - Contact Created
Triggers when a Contact is created.
Try ItTriggerPolling - Custom Form Added
Triggers when a Custom Form is added.
Try ItTriggerPolling - Matter Added
Triggers when a Matter is created.
Try ItTriggerPolling
- Appointment Created
Triggers when an Appointment is created.
Try ItTriggerPolling - Custom FormRequired
Try ItTriggerPolling- New Note Created
Triggers when a new Note is created.
Try ItTriggerPolling - Matter Updated
Triggers when a Matter is updated.
Try ItTriggerPolling
Lawmatics is an AI-powered legal CRM and marketing automation platform that converts leads into clients and scales law firm growth.
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MyCase is legal case management software for unparalleled productivity.
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