Lawmatics
This article explains how the Lawmatics integration works in VXT, including how to connect and disconnect it, as well as where notes and calls are saved.
In this article, we’ll cover:
How to connect Lawmatics integration to VXT
- Go to Settings.
- Find the ‘Integrations’ tab.
- Search and select Lawmatics.
- Log in with your Lawmatics email address and password.
- 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 save your call notes
After a call
To ensure the notes dialog displays, go to the Settings > Calling > Open notes dialog when call ends and set to either ‘For answered calls’ or ‘Always.’
- Locate the Lawmatics section.
- Type the matter you intend to save your notes in.
- Select the matter.
- Add notes or check your existing notes.
- Hit save.
When left unsaved after a call
- Go to the ‘Phone Page.’
- Select the number or contact to show your communication thread.
- Click on the call.
- Locate the Lawmatics integration tab.
- Follow the instructions above.
How to disconnect Lawmatics
- Go to Settings.
- Find Integrations.
- Locate the Lawmatics tab (Edit settings)
- Click the ‘Other’ tab and tap ‘Disconnect.’
- Hit disconnect once again when a prompt window appears.