WealthCounsel Integration

Lawmatics makes it easy to integrate your WealthCounsel account with Lawmatics. If your firm uses WealthCounsel for case management, this integration allows you to automatically sync matters from Lawmatics to WealthCounsel, eliminating any need for multiple data entry.

It is important to note that this integration is a one-way sync from Lawmatics to WealthCounsel. Data entered in WealthCounsel will not transfer back into Lawmatics.

To connect your WealthCounsel account, you will first sign in to Lawmatics then click on to the Settings gear icon near the top right corner. Then select Integrations from the left sidebar, near the bottom. You will then click on WealthCounsel and click the button shown to connect your WealthCounsel account.

After you have connected your account, you will see a page similar to the one shown below.

First let's review the various options shown with green toggles above. These options allow you to customize what objects within a matter you would like to sync to WealthCounsel. 

  • Matter Conversion Sync Enabled: This option will be on by default. This is what allows your matters to sync from Lawmatics to WealthCounsel when the matter converts. 
  • Matter Note Sync Enabled: Turn this on to allow notes on your matters in Lawmatics to sync to your notes section on a matter in WealthCounsel. Your notes are found on a matter's profile under the Notes tab, as shown below.

These selections can be edited at any time as you see fit.

Your next step is to assign your practice areas as well as field mapping. This determines which practice areas and which fields in Lawmatics will map to which of your custom fields in WealthCounsel. You will see that some basic fields come mapped by default, those will be listed in gray as shown below and they cannot be edited.

You can also map any custom fields by simply selecting the Lawmatics field from the drop down shown at the top left above, and then select which WealthCounsel field it corresponds to in the adjacent drop down menu.

Once you select the WealthCounsel field and add the mapping, you will see it listed in your field mappings. Feel free to map any and all of your fields. This is a process that only needs to be done once, and then moving forward any time a matter is synced from Lawmatics to WealthCounsel, any data populated into your mapped fields will be synced automatically.

Note that you can map fields on both the contact level as well as the matter level. These will be synced to the proper level in WealthCounsel accordingly.

After you have mapped your fields, you are ready to sync a matter to WealthCounsel. There are two different ways to sync a matter from Lawmatics to WealthCounsel: Conversion and Sync to Case Management. Let's break down each of those.

  • Conversion: The convert button is found at the top right of any PNC matter in Lawmatics. The convert action can also be built into an automation. Clicking the convert button (or triggering it in an automation) will do two things: 1. The matter will be synced to WealthCounsel, and 2. The matter will change to a hired status in Lawmatics.
  • Sync to WealthCounsel: Once you have your WealthCounsel account connected on the Integrations page, you will also see a button at the top of each matter labelled Sync to WealthCounsel. Use this button if you need to sync a matter to WealthCounsel before they have actually hired the firm, since this button will NOT track the matter as a conversion/hired matter in Lawmatics. You can also build this action into an automation using the Sync to Case Management button.

After a matter has been synced from Lawmatics to WealthCounsel you will still be able to add etc. to the matter in Lawmatics. Should you wish to have any of this new data sync to WealthCounsel, simply click the Sync button found at the top of any matter that has already been synced and the new information will populate to the matter in WealthCounsel.

Clicking the Resync button will not result in a duplicate, but will simply update the existing matter that already exists in WealthCounsel.

Integration Basics
  • The “Authorize” button that users will see within WealthCounsel’s website (from My Practice > Practice Admin > Integrations) will link a Lawmatics user directly to the page where they activate the integration within Lawmatics (and will require them to login if they are not already logged in)
  • The standard Lawmatics fields have already been mapped to the WealthCounsel fields and cannot be modified by the user
    • For fields with specific options in WealthCounsel, we have preprogrammed how it will map
      • Phone (Lawmatics types = Primary, Home, Business, Other)
        • Defaults to Home (for their Primary and Other types)
        • Business will be mapped as Work in WealthCounsel
      • Marital Status
        • Mappings based on current production data (what users have already entered)
      • Suffix
        • Same approach as Marital Status
    • Users can map their matter types in Lawmatics to WealthCounsel and if they don’t, it will default to Estate Planning when pushed
      • This does not act as a filter, just a mapping
  • The integration is triggered by either the “Convert” or “Sync to WealthCounsel” button within a Lawmatics matter
    • It is a manual process and one matter at a time (related contact information for the client will come over at the same time)
      • Data is only pushed from Lawmatics to WealthCounsel (one way)
    • Users could choose to automate the process by building a workflow to sync on conversion
      • There isn’t really a use case for synchronization of all open matters since the point of conversion is when it makes the most sense to push data
    • If a matter is sync’d and already exists, the data in WC will be updated
    • If a new matter is created for an existing client (and you have that client in WC), they will simply create the new matter in WC with that client noted on the matter
  • Error during sync will be shown on the page and the user gets alerted
WealthCounsel Support:
(844) 202-4207
information@wealthcounsel.com