The Lawmatics – 8am™ DocketWise integration syncs a matter to DocketWise at the point it converts to a Client. Lawmatics pushes data one-way (from Lawmatics to DocketWise), including the primary contact or company, the matter, its lead attorney, notes, and documents. Once connected, you control exactly when matters sync and how your Lawmatics fields map to DocketWise.

To connect your DocketWise account:

Click to authorize, and you'll be prompted to log in to your DocketWise account through DocketWise's own OAuth screen.

On success, you'll see: "8am DocketWise has been successfully connected."

Once connected, the page header shows a Disconnect control in place of the connect button, and the sync toggles and mapping sections appear below it:

Three independent toggles appear after connecting:

This is the master switch controlling whether a matter is pushed to DocketWise at all on conversion. When turned on, matters will automatically sync to DocketWise when they're converted to a Hired client in Lawmatics.

When you click the Convert button (or trigger it via automation), three things happen:

Enable this setting to upload the matter's files to DocketWise when the matter is synced.

Enable this setting to push the matter's notes to DocketWise when the matter is synced.

Note: There is no relationship-sync toggle for DocketWise, related contacts on a matter do not sync to DocketWise.

Settings > Integrations > DocketWise > Map Matter Type.

Each Lawmatics practice area must be mapped to a DocketWise matter type before a matter in that practice area will carry a matter type on sync. The available DocketWise matter types are fetched live from DocketWise and depend on the matter types your firm has already configured inside DocketWise itself.

If a practice area is not mapped, the matter still syncs - just without a matter type on the DocketWise matter.

In the DocketWise Integration, the field mapping is fixed and cannot be customized. The existing field mapping is shown under Map Contact Fields and Map Matter Fields:

Companies sync as a DocketWise "Institution" type (Company Name maps to DocketWise's name field, plus email/phone/address).

Once your integration settings and mappings are complete, matters can be synced to DocketWise in two ways:

Manual Sync

Click Sync to DocketWise at the top of a matter.

Automatic Sync via Conversion

If Matter Conversion Sync Enabled is turned on, clicking Convert will automatically sync the matter to DocketWise:

Clicking Sync on a matter that has already been synced will update the existing matter in DocketWise, not create a duplicate.

Whenever a sync runs, Lawmatics executes the following sequence:

A note or document that fails to sync is logged and skipped individually; it does not fail the overall matter sync. A failure creating the primary contact or the matter itself does fail the sync.

Documents are uploaded via a background job, throttled to 120 requests per minute per DocketWise connection, with only one upload in flight at a time per matter.

Before upload, a document is skipped (logged, not failed) if it's empty or missing, over the 250MB cap, or if its filename has no extension.

All other API calls (contact/matter/note sync) rely solely on reacting to DocketWise's rate-limit response and retrying after the delay it specifies.

Settings > Integrations > DocketWise > Disconnect. You'll be asked to confirm: "Are you sure you want to disconnect DocketWise from Lawmatics? All configured DocketWise settings will be preserved."

On confirm: "DocketWise is now unlinked from your Lawmatics Firm."

Disconnecting clears the stored access/refresh tokens and turns off the connection, but keeps the integration record and all existing mappings and matter-type mappings rather than deleting them. Reconnecting resumes from the same configuration.

If a practice area isn't mapped to a DocketWise matter type, will the matter fail to sync?

No. An unmapped practice area doesn't block the sync, the matter still syncs to DocketWise, just without a matter type set.

Why did DocketWise create a duplicate contact for someone who already exists there?

DocketWise doesn't search by email to deduplicate. Lawmatics only recognizes an existing DocketWise contact if it already has a stored mapping for that contact. A brand-new Lawmatics contact with an email that happens to already exist in DocketWise will create a second contact there.

What happens if the matter's attorney doesn't match a DocketWise user?

The matter still syncs, just without an assignee. Attorney matching is done by email, so make sure the attorney's email in Lawmatics matches their DocketWise user email.

Why isn't a document showing up in DocketWise?

Check that Matter Document Sync Enabled is turned on. Documents that are empty, missing, over 250MB, or have no file extension are skipped rather than synced. Document uploads are also rate-limited, so it may take time for them to appear on the DocketWise side.

Can I customize which Lawmatics fields map to which DocketWise fields?

No. DocketWise doesn't have a custom-field mapping UI — the contact and matter field mapping is fixed.

What happens to my mappings if I disconnect and later reconnect?

Disconnecting only clears your stored tokens. All existing mappings and matter-type mappings are preserved, so reconnecting picks up right where you left off.