How to sync client intake data to Lawmatics?

Eternal Pro integrates directly with Lawmatics

  • Import from Lawmatics to send intake forms to existing clients
  • Import from Lawmatics to create new digital estates for clients
  • Synchronize client data back to the selected Lawmatics Matter
  • Automatically find and sync (or create) the Contact and Matter
  • The process can be fully automated, or manual

Exporting Client Data To Lawmatics

First, ensure you've Connected to Lawmatics:

  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 ✅

Next, back in your Client Dashboard Home:

  1. Find the Client you want to export, and click the Exporticon 
  2. This will open the Export window. Click the Lawmatics square.
  3. Select what documents to send (Questionnaire, Inventory, or Both)
  4. Select at least one file format for the documents
  5. Click  Export 
  6. This will export the selected Documents and sync all Contacts

  • lawmatics, pro, integrations
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