SmartAdvocate Integration
The Lawmatics – SmartAdvocate integration connects your client intake and matter management workflows, allowing matter data, documents, notes, and relationships to sync between the two systems. Once connected, you can control exactly when matters sync and how Lawmatics fields map to SmartAdvocate.
SmartAdvocate Integration Settings
To access the SmartAdvocate integration settings:
Sign in to Lawmatics.
Click the Settings gear icon in the bottom-left corner of your account.
Select Integrations.
Click SmartAdvocate.
You will be asked for your SmartAdvocate login credentials in order to connect the integration.
After inputting your login credentials, select "Test Connection" to to confirm successful connection. Once you see the success message, click "Connect" to set up your integration settings:
Once connected, the page will show the connection status, the account currently connected, and maintenance options to:
Test the connection
Update credentials
Disconnect the integration
Sync Options
Matter Conversion Sync
When Matter Conversion Sync Enabled is turned on, matters will automatically sync to SmartAdvocate when they are converted to a Hired client in Lawmatics.
This allows you to include SmartAdvocate syncing as part of your hiring workflow without requiring a manual sync action.
When you click the Convert button (or trigger it via automation), three things happen:
The matter is synced to SmartAdvocate
The matter status in Lawmatics changes to Hired
The matter is assigned a Converted Date
Matter Document Sync
Enable this setting to sync documents from Lawmatics to SmartAdvocate.
Existing documents on a matter will sync during the initial sync
New documents added after syncing will be included during subsequent syncs
Matter Note Sync
Enable this setting to sync notes from Lawmatics to SmartAdvocate.
Existing notes will sync during the initial sync
New notes added after syncing will be included during subsequent syncs
Matter Relationship Sync
When enabled, related contacts on a matter in Lawmatics will sync to SmartAdvocate.
Related contacts are created as separate contacts in SmartAdvocate
Each contact is connected to the case using the appropriate relationship
Map Practice Areas
Practice Area mapping determines how matters synced from Lawmatics are created in SmartAdvocate.
Each Lawmatics Practice Area must be mapped to a SmartAdvocate Case Type structure before syncing.
How to map Practice Areas
Select a Lawmatics Practice Area from the dropdown.
Select the corresponding Case Group in SmartAdvocate.
Select the appropriate Case Type.
Optionally, select a Subtype.
Click Add Mapping.
Once mapped, any synced matter using that Practice Area will use the selected Case Group, Case Type, and Subtype.
Map Contact Fields
This section controls how contact information in Lawmatics maps to contact fields in SmartAdvocate.
To create a contact field mapping:
Select a Lawmatics Field
Select the corresponding SmartAdvocate Contact Field
Click Add Mapping
These Contact fields are mapped by default:
Mapped contact fields will sync automatically whenever a matter is synced to SmartAdvocate.
Map Matter Fields
Matter-level fields in Lawmatics are mapped to case fields in SmartAdvocate.
Several standard matter fields are mapped automatically and cannot be edited, including:
Practice Area
Case Title
Case Description
Matter Contact (Client)
Once synced, any data entered into these fields in Lawmatics will sync to the corresponding fields in SmartAdvocate.
Matter Custom Field Mappings
Custom field mappings allow you to sync additional Lawmatics matter fields to SmartAdvocate UDFs based on practice area.
To add a custom field mapping:
Select a Case Type.
Choose the Lawmatics Matter Field.
Select the corresponding SmartAdvocate Field.
Save the mapping.
Custom field mappings apply only to the selected Case Type. The SmartAdvocate UDFs need to be on the "Case" Screen, and used on an existing case in SmartAdvocate before the will appear as options to map to.
Syncing Matters to SmartAdvocate
Once your integration settings and mappings are complete, matters can be synced to SmartAdvocate in two ways:
Manual Sync
Click Sync to SmartAdvocate at the top of a matter once required fields are populated.
Automatic Sync via Conversion
If Matter Conversion Sync Enabled is turned on, clicking Convert will automatically sync the matter to SmartAdvocate.
Clicking Sync on a matter that has already been synced will update the existing case in SmartAdvocate, not create a duplicate.