RingCentral Integration

With the RingCentral integration, you can seamlessly manage your calls within Lawmatics. Incoming calls from new or existing leads will automatically appear in your Lawmatics account, allowing you to track every interaction. Additionally, you can make outbound calls directly from matters in Lawmatics. The integration also lets you set call dispositions, ensuring that every call is properly tracked and categorized. This guide will walk you through the setup and usage of the RingCentral integration.

If you do not currently use RingCentral and would like to learn more about how it can be an asset to your firm, check out their website here. 

Connecting YourRingCentral Account to Lawmatics

If you’re already using RingCentral, the first step is to connect your account with Lawmatics. To do this, navigate to Settings > Integrations > RingCentral, and click Connect RingCentral. You will then be prompted to login to your RingCentral account.

After connecting your RingCentral account, a phone icon will appear at the top right of your Lawmatics dashboard, near the search and settings icons. Clicking this icon will display a log of all calls received by your firm through RingCentral.

Making Outbound Calls with RingCentral

After connecting your RingCentral account to Lawmatics, placing outbound calls becomes a simple process. You can use the click-to-dial feature to initiate calls directly from your matters. Once the call is placed, the RingCentral app handles the connection smoothly and efficiently. After the call is completed, Lawmatics automatically logs the activity in the matter’s timeline to ensure all communication is tracked. In addition to checking the matter’s timeline, you can also hover over the phone icon in the upper right corner of the Lawmatics interface to see a quick view of recent calls, including the one just made. Once the page is refreshed, the call will appear fully logged in the activity timeline for future reference.

Receiving Inbound Calls

When an inbound call is received through RingCentral, it will automatically appear as an inbound activity in Lawmatics. If the caller is associated with an existing matter, the system will match the call to the appropriate record. This allows for easy tracking of all inbound communications. Just like outbound calls, inbound calls will be added to the activity timeline, where users can leave notes or update details for future reference. This ensures that your team can always stay on top of client communications.

Accessing All Calls

In Lawmatics, you can easily access both unassigned and assigned calls through the call panel. To view this panel, click on the phone icon in the upper right corner of the Lawmatics app.
  • Assigned Calls: Assigned Calls: If you want to view all assigned calls, you can select the "Assigned Calls" tab at the top of the panel. This will display calls that have already been automatically assigned to specific matters.
  • Unassigned Calls: If a call is unassigned and you wish to start intake, simply click on the icon to the right of the row, which features a small "+" sign. You will then have the option to create a new matter for this caller by filling in any of the listed fields that you know at that time, such as practice area, matter owner, and case title. Alternatively, you can assign the call to an existing matter by selecting the blue button at the very top that says "Assign Call to Existing Matter." This action allows you to begin the intake process for that caller. Once a caller is assigned to a matter, then any future calls from that phone number will automatically log on that matter.

Managing Call Dispositions

To ensure you are tracking call outcomes accurately, you can manage and edit call dispositions after each call. If you leave a voicemail or need to indicate that a follow-up is required, you can update the disposition field within the activity timeline or from your call log. Additionally, you can add notes to provide further context, ensuring that any important details are captured alongside the call log.