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.
- Smokeball users can turn on the integration with Lawmatics by going to https://app.lawmatics.com/settings/integrations
- This integration is available with all Lawmatics subscriptions.
- 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 |
|
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 |