How to send intake invites to existing contacts in Lawcus?

Eternal Pro integrates directly with Lawcus:

Import from Lawcus to send intake forms to existing clients
Import from Lawcus to create new digital estates for clients
Synchronize client data back to the Lawcus Client/Matter
The process can be fully automated, or manual

To import clients data from Lawcus (sending them an intake link):

Login to your Eternal Dashboard as a Super Admin user
Hover on Integrations in the left nav menu, then click Lawcus
Click the Connect to Lawcus button
Login to Lawmatics and click Grant Access
You will be returned to the Eternal Dashboard
The integration Status will now say Connected ✅
Click the Show Import Options button
Select the clients to import and click Import Selected Clients
Confirm the import by clicking Yes, Import
Selected clients will be automatically created and invited by email

integrations, pro, lawcus

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