STEP 1
Select Lawmatics in workflow
Pick Lawmatics app in the workflow builder [4] - just one click to select the app.
Lawmatics Integration
Legal practice CRM for matters, contacts, appointments, and client intake. Bring Lawmatics into AI assisted support workflows for faster triage and follow up. Start from Watch Appointments and let Find a Contact or Find a Contact by Email handle the next step automatically.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Supported triggers and actions for Lawmatics integration
Triggers can detect changes in Lawmatics and run actions that can create, search or modify data inside Lawmatics automatically [3] — exactly how you set them.
- Watch AppointmentsTriggers when an appointment is created.
- Watch ContactsTriggers when a contact has been created or updated.
- Watch Custom Form SubmissionsTriggers when a new custom form submission is added.
- Watch MattersTriggers when a matter is created or updated.
- Watch NotesTriggers when a note is created or updated.
- Find a ContactFinds a contact by a provided name (case-sensitive).
- Find a Contact by EmailFinds a contact by email address.
- Find a Contact by PhoneFinds a contact by phone number.
- Find a Matter by EmailFinds a matter by email address.
- Find a Matter by NameFinds a prospect by a provided name (case-sensitive).
- Find a Matter by PhoneFinds a matter (prospect) by phone number.
- Get a ContactReturns a single contact.
- Get a MatterReturns a single matter.
- Get a NoteRetrieves a single note.
- Get an AppointmentReturns a single appointment's details.
- List AppointmentsReturns a list of appointment events from a system.
- List ContactsReturns a list of contacts from a system.
- List MattersReturns a list of matters from the system.
- Cancel an AppointmentCancels a single appointment with the possibility to notify attendees.
- Create a ContactCreates a new contact.
How to integrate Lawmatics in automation workflow?
3 simple steps to make your Lawmatics connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect Lawmatics
When prompted, authorize access to Lawmatics in WEXTL once. Lawmatics credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Lawmatics account. Approve?
STEP 3
Build a workflow
Build your workflow with Lawmatics yourself or with WEXTL® AI Builder. Connect Lawmatics to any available integrations [5], or use HTTP node to go beyond them.
Lawmatics
How Lawmatics connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Lawmatics app is called in workflows. That allows your support automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Lawmatics supports.
The following table illustrates what fields Lawmatics integration require during authorization flow inside our workflow builder [4].
Video slide demonstrates how Lawmatics is connected in WEXTL builder [4].
| Field | Type | Help |
|---|---|---|
Client IDRequired | text | You can obtain Client ID and Client Secret after creating app in Lawmatics Developer Center. Use the following Callback URL value: |
Client SecretRequired | password | — |
Connect Lawmatics to popular apps on WEXTL
Enter a name of the other app you want to sync with Lawmatics below. Click on selected app to explore integration options with Lawmatics. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Example automation with Lawmatics integration
Select Watch Contacts trigger from Lawmatics - this will be a starting point in your automation. Whenever event happens in Lawmatics, workflow will start [7] from Watch Contacts node.
Search for Find a Contact by Email, connect it as the next step of integration sequence. You can use filters between Watch Contacts and Find a Contact by Email, so only important data pass from Watch Contacts to the next step. WEXTL gives you full control over the process of Lawmatics automation. All parts of workflow are visible on the canvas [4].
Lawmatics on WEXTL has 29 modules for crafting support automations. Explore Lawmatics documentation for more.
Video slide demonstrates how Watch Contacts and Find a Contact by Email [6] nodes are used in Lawmatics workflow.
Frequently asked questions
Common questions about automating Lawmatics in your workflows.
Lawmatics has 5 triggers, including "Watch Appointments", "Watch Contacts", and "Watch Custom Form Submissions", and more. Triggers are start points of the workflow, and automations may start from them.
Integration has 24 actions, including "Find a Contact", "Find a Contact by Email", and "Find a Contact by Phone", and more. Refer to our Lawmatics Documentation for detailed inputs and outputs.
No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].
Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.
The Lawmatics integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Lawmatics official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where Lawmatics provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Lawmatics or any other service sends event to webhook URL.
WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Lawmatics inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Lawmatics modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.
References
List of sources used to gather information about the Lawmatics integration.
- Lawmatics integration source code, module specs and credentials implementation.
- Internal Lawmatics integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official Lawmatics vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
- WEXTL® Apps Library
- WEXTL® Lawmatics App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation