The integration between Lawmatics and CARET Legal allows your firm to connect the client intake process seamlessly with case management, enhancing efficiency across your workflow. Lawmatics helps you manage leads, automate client intake, and streamline communication, while CARET Legal handles matter tracking, billing, and time management. By connecting these two platforms, you can ensure that information flows smoothly from Lawmatics to CARET Legal, minimizing the need for duplicate data entry and keeping all your case information organized and up-to-date.
To connect your CARET account to Lawmatics start by clicking the "Settings" button in the bottom-left corner of your Lawmatics dashboard. Next, navigate to the Integrations section and locate "CARET" Legal in the list. Click "Connect" and you will be prompted to log in to your CARET Legal account. After entering your credentials and authorizing the connection, your CARET Legal account will be linked to Lawmatics and allow matters to sync to your CARET legal account.
NOTE: Your user must be an admin in CARET to connect to your Lawmatics account
Here are two ways to sync a matter and its point of contact from Lawmatics to CARET: through Conversion or Sync to Case Management. Here's a breakdown of each method:
Conversion: You'll find the convert button at the top left of any PNC within Lawmatics, and you can also incorporate the conversion action into an automation. When you click the convert button (or trigger it via automation), two things happen: 1. The matter is synced to CARET, and 2. The matter status in Lawmatics changes to "Hired." To ensure automatic syncing during conversion, confirm that the Matter Conversion Sync Enabled setting is activated in your integrations page which should be defaulted to on when you connect CARET to Lawmatics following the steps mentioned above.
Sync to CARET: After connecting your CARET account via the Integrations page, you'll notice a button labeled Sync to CARET at the top of each matter. This button allows you to sync a matter to CARET even before the client has officially hired your firm. Unlike the conversion process, this action won’t mark the matter as "Hired" in Lawmatics. Additionally, you can integrate this action into an automation using the Sync to Case Management button, ensuring flexibility in how and when matters are synced.If you update any information on a matter or its point of contact in Lawmatics, you can use the Sync to CARET button to re-sync the data. This action will update the existing matter in CARET Legal rather than creating a new one, ensuring all information remains consistent and up-to-date across both platforms.
Once your CARET Legal account is connected, you can further customize the integration by mapping key fields between Lawmatics and CARET. This includes:
Practice Areas: Ensure that your Lawmatics practice areas align with those in CARET for accurate data transfer.
Users: Map Lawmatics users to CARET users so that assigned team members carry over correctly.
Attorney Fields: Lawmatics attorney fields can be mapped to CARET's In Charge Attorney, Billing Attorney, and Originating Attorney fields.
For a matter to sync properly from Lawmatics to CARET, users must be mapped to these attorney fields in CARET. If users are not mapped correctly, matters may not transfer as expected.
Once a matter has successfully synced to CARET Legal, it will appear in your CARET account with the relevant details. Below is an example of how a synced matter will be displayed in CARET.
FAQs
Will data from CARET sync back over to Lawmatics?
No, the integration between Lawmatics and CARET is a one-way sync. Data will only sync from Lawmatics to CARET, not the other way around.