Connecting Your Webform to Lawmatics via API
As your firm begins using Lawmatics you will want to make sure that you connect your contact us form on your website, so that your leads will start coming into Lawmatics and can trigger in your intake automations. You have the option to embed a Lawmatics form on your site, in place of your current form. Alternatively, if you would like to keep your current form in place you can connect that form to Lawmatics using our public API.
Embedding a form on your website is very simple, and will typically be the quickest, easiest way to get your new lead form connected to Lawmatics. Connecting your current form via API is a bit more complex, and does require a developer knowledge to set up.
Some reasons that you might want to use our API to connect your existing form as opposed to embedding a new form are as follows:
- Keep any other marketing tracking/analytics that you currently have in place
- Advanced styling options on your current form that can't be recreated on a Lawmatics form
- To include reCAPTCHA or other anti-spam measures that aren't available in Lawmatics
To begin the process of setting up the API connection, you will want to start by viewing our Forms API Documentation, this contains all of the information you need to get your API integration started.
Your next step is to recreate the form you wish to connect via API as a custom form in Lawmatics. The form that is currently on your website may look something like this:
You will need to create a corresponding form in Lawmatics, by going to Assets > Custom Forms > Create New Custom Form. Remember that you want your website form to be a matter type form. You will then add the corresponding fields onto your form. Note that you do not need to add a field for your reCAPTCHA or "I'm not a robot" option.
Once you have created the form, as shown below, click the Form API Details button.
On that page you will see the details needed to connect this particular form to your existing form using our API. Once again, keep in mind that a developer will need to use our provided API documentation, linked above, as well as the Form API Details for your form, as shown in the example below, to set up the API integration.
Once you have the API integration set up, any lead who fills out the form on your website will register as a form submission for your Lawmatics form. This means that the lead will automatically be created as a matter in your CRM, and can trigger into any automations accordingly. You can also turn on your Form Filled notifications in Lawmatics to be notified when someone fills out the form.
Nothing will change with regards to the function or look of your current website form, you are simply adding a Lawmatics connection to the form.
NOTE: If your Lawmatics form has advanced components like a note or relationship block then you cannot create an API Integration for that form. You also cannot use an API integration for a Lawmatics booking form.
Can I set up the API integration myself without a developer?
You are more than welcome to try, but we do recommend having a developer or someone who is familiar with creating an API integration set up your integration for best results.
Do I need to use the embed snippet or embed editor if I have connected a form using the API?
No, those are only used if you are embedding a Lawmatics form on your site as opposed to creating an API integration.
Why don't I see the Form API Details button when editing a particular form?
This form likely contains a note or a relationship block, which prevents API access. Once you have removed those componoents from the form, you should see the Form API Details button reappear.
Can Lawmatics create the API integration for me?
Unfortunately no, this will need to be done on your end. We have provided everything you (or your developer) need to set up your integration in our Forms API Documentation. Feel free to email us at firstname.lastname@example.org if questions arise.