Lawmatics

Smokeball offers an integration with Lawmatics. Lawmatics is lead management software specifically tailored to lawyers and law firms. For more information related to Lawmatics, please visit their website, Lawmatics.com

  • Select Smokeball and click "Connect Smokeball."

  • Login to Smokeball to turn on the integration for the firm. 
  • Map your matter types by selecting the State from the Matter Type location and then the Lawmatics Practice Area and Smokeball Practice Area. 
    • The Lawmatics lead will map to the state of the contact if the firm has multiple states mapped to the same Lawmatics practice area. 
    • If no Smokeball area of law is mapped to a Lawmatics area of law, the matter will show as General in Smokeball. 

  • Once matter types are mapped, any matters converted to clients in Lawmatics will automatically be sent to Smokeball in real time!
    • Matters can be converted via clicking the ellipses next to the PNC in the matters list and clicking convert, by clicking “Sync to Smokeball” (if they don’t want to convert in Lawmatics just yet) OR by clicking convert when viewing a matter
    • Notes and documents attached to the PNCs will be automatically sent to Smokeball as memos and documents respectively.
    • The Sync to Smokeball button on a matter will resync the matter to Smokeball and update mapped fields.

  • The contact fields between Lawmatics and Smokeball map in the following fashion: 

Lawmatics Field

Smokeball Field

First Name

First Name

Last Name

Last Name

Middle Name

Middle Name

Title Prefix

Title

Suffix

Suffix

Gender

Gender

Occupation

Occupation

Informal Name

Custom Name

Primary Email

Email

Primary Phone Number

Home Phone Number

Primary Address

Residential Address

Notes

Contact Notes

  • The matter fields between Lawmatics and Smokeball map in the following fashion: 

LAWMATICS FIELD

SMOKEBALL FIELD

Case Title - Case Description

Matter Description

Matter Owner

Attorney Responsible

Status

Status: (Open)

Converted Date

Date Opened

Matter Contact

Client

Was this article helpful?
1 out of 2 found this helpful

Articles in this section

See more