How to enable automatic sync to Lawmatics?

Eternal Pro integrates and can sync directly with Lawmatics.

It's easy to enable automatic Client data synchronization:

  1. Login to your Eternal Dashboard as a Super Admin user
  2. Hover on  Integrations  in the left nav menu, then click Lawmatics
  3. Click the  Connect to Lawmatics  button
  4. Login to Lawmatics and click  Grant Access 
  5. You will be returned to the Eternal Dashboard
  6. The integration Status will now say Connected ✅
  7. Click the checkbox next to Automatically export Client data to Lawmatics

 

 

With this setting enabled, whenever a client clicks "All Done!" or "Send For Review" in Eternal Pro, their data is automatically synchronized into Lawmatics.

 

  • lawmatics
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