Call Connector | Lawmatics Integration

Lawmatics

Contact Association and Creation

If "Contact Creation" is disabled in the CallConnector.ai dashboard, CallConnector.ai will create a “default” Company record with the same name as your organization’s name, and log the call or SMS as a Note in that record.

If a single Matter is found associated with the found Contact, the call will be logged as a Note on that Matter. If multiple Matter records are found, the call will be logged as a Note on the Contact record itself.

How Events Are Logged

Call

Calls are logged as Notes in Lawmatics.
Call logged as a Note on a Lawmatics Contact.

SMS

Like calls, SMS are also logged as Notes in Lawmatics.
SMS logged as a Note on a Lawmatics Contact.

Fax

Faxes are logged as “Files” on the found contact record.
The Files tab in a Lawmatics Contact record.
Fax logged as a Lawmatics File.

    • Related Articles

    • Migration to CallConnector.ai v2

      CallConnector.ai v2 is here We've launched an upgraded version of CallConnector.ai with powerful new features and capabilities. CallConnector.ai v2 represents a significant enhancement to our telephony integration platform. Migration to v2 We're ...

    • What are Call Connector's AI features?

      AI-Powered Call Insights with CallConnector.ai Transcribe calls automatically with specialized AI transcription tools that provide industry-grade transcriptions and summaries for all your client calls. Each call is processed using advanced AI that ...

    • Attio

      This integration is only available on Call Connector v2. This integration is coming soon! Connecting Attio to CallConnector.ai Click on the Attio card — a "Connect" button will appear on the card Click "Connect" An Attio OAuth authorization pop-up ...

    • Hubspot

      How Events Are Logged Note that Hubspot has a suite of apps, and their CRM is just one of the apps in their ecosystem. This integration specifically connects the Hubspot CRM to your VoIP system. Call Calls are stored as Call records. Call logged into ...

    • Pipedrive

      Connecting Pipedrive to CallConnector.ai From the Integrations page, locate the Pipedrive card and click "Connect" A Pipedrive OAuth authorization pop-up will open titled "Authorize application" The pop-up will show that CallConnector.ai is ...