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      Lawmatics

      This article explains how the Lawmatics integration works in VXT, including how to connect and disconnect it, as well as where notes, calls, and SMS messages are saved.

      In this article, we’ll cover:

      How to connect Lawmatics integration to VXT

      1. Go to Settings.
      2. Find the ‘Integrations’ tab.
      3. Search and select Lawmatics.
      4. Log in with your Lawmatics email address and password.
      5. Grant VXT access to your data in Lawmatics.

      You'll be automatically redirected to the VXT app, and a 'Connected' label will appear on the Lawmatics tab to indicate that the connection was successfully established. VXT will then download your contacts from Lawmatics and sync them.


      How to find saved call notes and SMS

      1. Go to the Phone page.
      2. Select your conversation thread with another contact.
      3. Click the link, ‘Lawmatics contact,’ under the contact’s name at the top of your screen.
      4. Select Matters on the left side of the screen of the Lawmatics website.
      5. Find the ‘matter’ where you saved the call.
      6. View ‘Activities.’

      There you have it! Your SMS and calls should now appear on your screen, where you can view your call transcriptions, notes, and summaries.


      How to disconnect Lawmatics

      1. Go to Settings.
      2. Find Integrations.
      3. Locate the Lawmatics tab (Edit settings)
      4. Click the ‘Other’ tab and tap ‘Disconnect.’
      5. Hit disconnect once again when a prompt window appears.