How to sync client intake data to 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 to the specified Lawcus Matter
  • The process can be fully automated, or manual

Exporting Client Data To Lawcus

First, ensure you've Connected to 8am Lawcus:

  1. Login to your Eternal Dashboard as a Super Admin user
  2. Hover on  Integrations  in the left nav menu, then click Lawcus
  3. Click the  Connect to Lawcus  button
  4. Login to Lawcus 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 Lawcus 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 sync the selected documents and all Contacts

  • lawcus, integrations
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