Vetted Cases
Integrations/CRM & intake
Lawmatics

Vetted Cases + Lawmatics

For firms that run intake in Lawmatics, approved caller and matter fields can be mapped into the selected intake pipeline.

Vetted Cases → Lawmatics

What can be mapped

A new contact and matter in your intake pipeline.

Injury type, accident date, and Attorney-review flag.

Conflict-check result and intake answers.

Transcript and, when recording is enabled and permitted, audio as approved records.

Lawmatics → Vetted Cases

What can be used

Calendar availability for booking.

Pipeline stage and contact status.

Automation and assignment rules.

How the integration works
1

Confirm access

We confirm the supported Lawmatics connection method and permissions with your firm.

2

Map your fields

We map intake fields to your Lawmatics pipeline stages.

3

Test the delivery

The firm tests the approved pipeline stage and automation behavior before go-live.

Connection to confirm during scoping: Lawmatics API support, permissions, pipeline fields, and calendar access.
Other integrations

Route qualified callers into the right Lawmatics workflow.

For Lawmatics, scoping confirms the pipeline stage, field map, automation triggers, and calendar access.

Book the 20-minute demo →