Scheduling remote meetings is seamless with our Zoom integration. Follow the steps below to connect your Zoom account and set up appointments that automatically generate a Zoom meeting link.
The Zoom integration is a per-user integration — each staff member connects their own Zoom account individually. When a Zoom appointment is booked with them as the host, the meeting link is generated in their account. If multiple users at your firm want to use Zoom, each person will need to connect their own account under Settings > Integrations > Zoom.
Connecting Zoom
Go to Settings (gear icon near the bottom left), then select Integrations from the left sidebar. Under My Integrations, select Zoom.
Click Connect Zoom in the top right corner. You'll be redirected to Zoom to authenticate.
Once complete, the page will show your account as Connected.
Configure Your Default Setting
After connecting, one configuration option becomes available:
"Make it a Zoom Meeting" ON by default — controls whether Zoom is automatically pre-selected whenever you create a new appointment.
On: New appointments you create will default to a Zoom meeting link.
Off: No meeting type is pre-selected — you can still manually choose Zoom when creating individual appointments.
This is a per-user setting. Each user controls their own default independently.
Using Zoom Meetings
Appointments
When creating or editing an appointment, a "Make it a" dropdown appears in the Location section. Select Zoom Meeting to automatically generate and attach a Zoom link to the appointment.
The Zoom Meeting option is only available if the selected host has their Zoom account connected. If they haven't connected Zoom, the Zoom Meeting option will be unavailable for appointments where they are the host.
When you make a meeting a Zoom meeting, the Location field will become disabled — Lawmatics automatically sets the location to the Zoom meeting URL, which will also appear in the calendar invite sent to attendees.
Booking Forms
When configuring a Booking Request field on a form, Zoom Meeting is available as a location option — as long as the assigned host has Zoom connected.
Disconnecting Zoom
To disconnect, go to Settings > Integrations > Zoom and click the disconnect icon in the top right corner. This removes the integration from your user account only and does not affect other users at the firm who have Zoom connected.
Uninstalling the Lawmatics Add-On from Zoom
1. Log into your Zoom account and navigate to the Zoom App Marketplace
2. Click Manage > Installed Apps or search for the Lawmatics App
3. Click the Lawmatics App
4. Click Uninstall
FAQs
Why is "Zoom Meeting" unavailable when I select a host?
The selected host hasn't connected their Zoom account. Each user must connect individually under Settings > Integrations > Zoom. Until they do, the Zoom Meeting option is unavailable for appointments where they are the host.
I have both Zoom and Teams connected. Which one takes priority?
If both "Make it a Zoom Meeting" and "Make it a Teams Meeting" defaults are enabled, Zoom takes priority and will be pre-selected on new appointments. You can always override the pre-selected type manually on any individual appointment.
Do all users at my firm share one Zoom connection?
No. Zoom is a per-user integration. Each staff member must connect their own Zoom account individually.