Lawmatics

Law Firm Client Intake CRM

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Lawmatics

Lawmatics API Integrations

Build and run workflows using the Lawmatics API. Use 1000s of source-available triggers and actions across 2,100+ apps. Or write custom code to integrate any app or API in seconds.

Overview

Lawmatics is a platform tailored for legal firms, providing tools for CRM, marketing automation, and intake management. Its API enables the automation of routine tasks, data syncing across various platforms, and personalized client interactions without manual intervention. With Pipedream's serverless execution model and its capability to connect to hundreds of apps, one can automate workflows like client data synchronization, case status updates, or even trigger custom marketing campaigns based on client interaction. The API’s ability to communicate with Pipedream allows for an efficient and programmable way to handle legal operational processes.

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    lawmatics: {
      type: "app",
      app: "lawmatics",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.lawmatics.com/v1/users`,
      headers: {
        Authorization: `Bearer ${this.lawmatics.$auth.oauth_access_token}`,
      },
    })
  },
})

Choose an API to Connect with Lawmatics API

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Example Use Cases

  • Client Onboarding Automation: Trigger a workflow in Pipedream when a new client is added in Lawmatics. Automate the creation of client files in Google Drive, set up tasks in a project management tool like Trello, and schedule a welcome email through SendGrid.

  • Case Status Update Notifications: Set up a Pipedream workflow to listen for case updates in Lawmatics. When a case status changes, automatically send a notification via Slack to the responsible attorney, update a shared status dashboard in Google Sheets, and log the update in a database like Airtable for record-keeping.

  • Automated Follow-Up Sequence: Initiate a sequence of timed follow-up emails through SendGrid when a milestone is reached in a Lawmatics case. Deploy a Pipedream workflow that listens for milestone completions and schedules emails, creates follow-up tasks in Asana for the legal team, and updates the client’s record in Lawmatics with each interaction.

Authentication

Lawmatics uses OAuth authentication. When you connect your Lawmatics account, Pipedream will open a popup window where you can sign into Lawmatics and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Lawmatics API.

Pipedream requests the following authorization scopes when you connect your account:

OAuth Request Configurations:
  1. authorization
    GEThttps://app.lawmatics.com/oauth/authorize?client_id={{oauth.client_id}}&redirect_uri={{oauth.redirect_uri}}&state={{oauth.state}}&response_type=code&scope={{oauth.space_separated_scopes}}
  2. accessToken
    POSThttps://api.lawmatics.com/oauth/tokencontent-type: application/x-www-form-urlencodedaccept: application/json
    client_id={{oauth.client_id}}&client_secret={{oauth.client_secret}}&redirect_uri={{oauth.redirect_uri}}&grant_type=authorization_code&code={{oauth.code}}