What does the Statular Lawmatics integration do?

The Lawmatics integration can create Statular clients and matters from Lawmatics contacts and matters. Firms choose the triggering stage, included practice areas, and user mappings; Statular then infers the document package and state for eligible matters.

Can Statular import existing Lawmatics records?

Yes. After connecting Lawmatics and configuring the integration, firms can run a historical import for eligible records from a selected date.

Lawmatics Integration

Move from legal intake to estate planning drafting automatically.

Connect Lawmatics to Statular so configured contacts and matters become Statular clients and drafting matters as they move through your intake pipeline. Your team can start the document workflow without re-entering the matter.

A configurable handoff

Choose when records should move into Statular, which Lawmatics practice areas participate, and how imported matters are assigned. Statular checks for new and updated records automatically.

Choose the trigger

Create Statular records when a Lawmatics contact or matter reaches the stage that matches your firm's workflow.

Preserve responsibility

Map Lawmatics users to Statular team members so imported matters reach the appropriate drafter.

Bring history forward

Preview and import eligible historical records after the live connection is configured.

Workflow

Keep intake in Lawmatics and drafting in Statular.

Qualify and manage prospective clients in Lawmatics.

Use contact, matter, or hired-stage triggers that fit your process.

Limit automation to the Lawmatics practice areas you choose.

Create the Statular client and matter with the appropriate drafter and document package.

Continue questionnaires, drafting, document generation, tasks, and client delivery in Statular.