Integrating Lawmatics with Client Chat Live
How it works:
Client Chat Live will work with your firm to enable the Lawmatics integration. After a chat session with a visitor has completed, contact information from that chat session will be automatically passed through to your Lawmatics system.
Lawmatics standard contact fields can be passed through integration (e.g. First Name, Last Name, Email, Phone number)
What we need from you:
Our customer support team will send a URL link per site you have set up. When the URL link(s) is selected you will be prompt to log in to your Lawmatics account. This log in is required in order to provide CCL authorization to enable the integration.
Once you log in using the link(s) provided, let your customer support representative know in order to confirm the integration was successful and to finalize the integration set up process.
Sites are defined as the different channels in which a visitor is able to communicate with your firm through chat. If you have live chat, text to chat and Spanish chat, you will receive 3 different URLs to sign into Lawmatics.
Please note that the integration does not check for duplicate contacts. If a duplicate contact (i.e. repeat visitor or current client) starts a chat a new contact record will be created through the integration.
If you are interested in learning more about Lawmatics click here to visit their website.
To get more information on implementing this integration submit a support ticket through the Client Chat Live dashboard or email a request to success@clientchatlive.com.