Lawmatics + MyCase

Convert matters in Lawmatics to create new leads in MyCase

Streamline your legal workflow with this automation. Whenever a matter is converted in Lawmatics, a new lead is instantaneously created in MyCase. This keeps your case management and CRM app perfectly aligned, ensuring you capitalize on all potential opportunities without spending extra time on manual data transfer. Enhance your efficiency and never miss a lead again.

Streamline your legal workflow with this automation. Whenever a matter is converted in Lawmatics, a new lead is instantaneously created in MyCase. This keeps your case management and CRM app perfectly aligned, ensuring you capitalize on all potential opportunities without spending extra time on manual data transfer. Enhance your efficiency and never miss a lead again.

  1. When this happens...
    LawmaticsLawmatics
    Matter Converted

    Triggers when a PNC Matter is converted.

    TriggerScheduled
  2. automatically do this!
    MyCaseMyCase
    Create Lead

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Lawmatics triggers, actions, and search

    Matter Converted

    Triggers when a PNC Matter is converted.

    Trigger
    Scheduled
    Try It
  • Lawmatics triggers, actions, and search

    Contact Created

    Triggers when a Contact is created.

    Trigger
    Scheduled
    Try It
  • Lawmatics triggers, actions, and search

    Custom Form Added

    Triggers when a Custom Form is added.

    Trigger
    Scheduled
    Try It
  • Lawmatics triggers, actions, and search

    Matter Added

    Triggers when a Matter is created.

    Trigger
    Scheduled
    Try It
  • Lawmatics triggers, actions, and search

    Appointment Created

    Triggers when an Appointment is created.

    Trigger
    Scheduled
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    • Custom FormRequired

    Trigger
    Scheduled
    Try It
  • Lawmatics triggers, actions, and search

    New Note Created

    Triggers when a new Note is created.

    Trigger
    Scheduled
    Try It
  • Lawmatics triggers, actions, and search

    Matter Updated

    Triggers when a Matter is updated.

    Trigger
    Scheduled
    Try It
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lawmatics logo

About Lawmatics

Lawmatics is the #1 Intake and Marketing Automation platform for the modern Law Firm.
Learn more

Related categories

  • Marketing Automation

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
mycase logo
mycase logo

About MyCase

MyCase is legal case management software for unparalleled productivity.
Learn more

Related categories

  • Productivity