Lawmatics API
Lawmatics is a CRM and marketing automation platform built for law firms. It helps firms capture and qualify leads, manage client and matter intake, automate emails and texting, schedule consultations, col
What is Lawmatics?
Lawmatics is a legal CRM and marketing automation platform that helps law firms attract, convert, and onboard clients while orchestrating communication and document workflows.
Core product areas include:
- CRM & Intake (Contacts, companies, matters, custom fields)
- Pipelines & Workflows (Stages, automations, tasks, owners)
- Forms & Scheduling (Intake questionnaires, appointment booking)
- Communications (Email campaigns, SMS, templates)
- Documents & E-Signatures (Template merges, envelopes, status tracking)
- Reporting & Attribution (Lead sources, conversion metrics)
- Integrations (Practice management, payments, calendars, phone/SMS)
Common data entities:
- Contacts & Companies (People and organizations, roles, tags)
- Matters/Intake (Practice area, pipeline/stage, status, value, owners)
- Pipelines & Stages (Lead flow, conversion points)
- Forms & Submissions (Questionnaires, answers, attachments)
- Appointments (Consultations, confirmations, reminders)
- Emails/SMS (Campaigns, one-to-one communications, templates)
- Documents & Envelopes (Templates, merge fields, e-sign packages)
- Tasks & Notes (Workflow tasks, follow-ups, internal notes)
- Users & Teams (Owners, permissions)
- Custom Fields & Tags (Firm-specific schema and segmentation)
The Lawmatics Integration Challenge
Firms live in Lawmatics for intake and in iManage for document management, but turning portal-driven workflows into API-driven automation can be challenging:
- Session & SSO complexity: Credentials, MFA, and SSO vary by tenant and require durable session management for headless automation
- Custom fields everywhere: Every firm models different practice areas and intake questions that must map cleanly to your schemas
- Pipeline transitions: Automations fire as matters move stages; API clients need idempotency, ordering, and event correlation
- Documents & signatures: Template merges, signer routing, and final PDF availability involve multi-step, asynchronous operations
- Appointments & reminders: Reschedules, cancellations, and timezone handling complicate synchronization with external calendars
- Data ownership & permissions: Role-based access (by matter owner or team) must be honored when extracting data
- DMS handoff: Reliable delivery of forms, signed PDFs, and metadata into iManage requires consistent file naming, matter keys, and retry logic
How Supergood Creates Lawmatics APIs
Supergood reverse-engineers authenticated browser flows and network interactions to deliver a resilient API endpoint layer for your Lawmatics tenant.
- Handles username/password, SSO/OAuth, and MFA (SMS, email, TOTP) securely
- Maintains session continuity with automated refresh and change detection
- Normalizes contacts, matters, forms, and envelope objects so you can integrate once and rely on consistent schemas
- Aligns with tenant entitlements and role-based permissions to ensure compliant access
- Supports high-volume operations (bulk contact sync, envelope sends) with polling or webhooks for long-running jobs
Getting Started
- Schedule Integration Assessment
Book a 30-minute session to confirm your modules, licensing, and authentication model.
- Supergood Builds and Validates Your API
We deliver a hardened Lawmatics adapter tailored to your workflows and entitlements.
- Deploy with Monitoring
Go live with continuous monitoring and automatic adjustments as Lawmatics evolves.
Use Cases
Intake-to-iManage Workspace Automation
- Watch matter stage changes and, on "Retained," trigger iManage workspace creation with standardized folder structures - Map Lawmatics matter and contact fields to iManage workspace metadata - Push completed intake forms and signed engagement letters directly into the matter workspace
Marketing & Lead Pipeline Sync
- Pull contact and matter pipelines into your analytics or RevOps stack - Attribute leads to sources/campaigns and feed conversion outcomes back to BI dashboards - Drive nurture sequences in your product based on Lawmatics tags or stages
E-Signature & Engagement Packets
- Assemble envelope payloads from Lawmatics templates and custom fields - Track signer status and automate reminders or escalation tasks - On completion, save audit trails and PDFs into iManage and notify stakeholders
Scheduling & SLA Tracking
- Ingest booked consultations and associate them with matters - Measure speed-to-intake and conversion SLAs by practice area and owner - Trigger reminders or reassignments when appointments slip
Technical Specifications
Authentication
Username/password with MFA (SMS, email, TOTP) and SSO/OAuth where enabled; supports service accounts or customer-managed credentials
Response format
JSON with consistent resource schemas and pagination across modules
Rate limits
Tuned for enterprise throughput while honoring customer entitlements and usage controls
Session management
Automatic reauth and cookie/session rotation with health checks
Data freshness
Near real-time retrieval of contacts, matters, forms, envelopes, and appointments
Security
Encrypted transport, scoped tokens, and audit logging; respects Lawmatics role-based permissions
Webhooks
Optional asynchronous delivery for long-running workflows (e.g., envelope completion, stage transitions, form submissions)
Latency
Sub-second responses for list/detail queries under normal load; envelope creation and completion reflect underlying platform behavior
Throughput
Designed for high-volume contact ingestion, matter updates, and document send operations
Reliability
Retry logic, backoff, and idempotency keys minimize duplicates and support at-least-once processing
Adaptation
Continuous monitoring for UI/API changes with rapid adapter updates
Frequently asked questions
Supergood supports workflows commonly used for CRM and intake, including Contacts/Companies, Matters & Pipelines, Forms & Submissions, Appointments, and Documents/E-Signatures, subject to your licensing and entitlements. We scope coverage during integration assessment.
We can orchestrate events from Lawmatics (e.g., matter retained, envelope completed) to drive iManage actions via your DMS connector—creating workspaces, mapping metadata, and filing PDFs—while maintaining idempotency and audit logs across systems.
We normalize custom field keys and values per tenant, preserving raw labels while providing stable internal identifiers. Mappings are versioned so schema changes don’t break downstream consumers.
Yes. We support webhooks for events like contact.created, matter.stage_changed, form.submitted, and envelope.completed, or polling for tenants where outbound webhooks aren’t feasible.
Yes. We can ingest booked, rescheduled, and canceled appointments, with attendee, matter, and timing details normalized and timezone-safe.
We capture envelope status changes, signer timestamps, and completion certificates when provided, and can attach them to matters or forward them to iManage for retention.