Legal practice and intake

Connect Lawmatics to TruLata

Sign in and approve. The steps below are read from the Lawmatics card on the Integrations tab of your dashboard, so they match what you see.

#Steps

  1. On the Integrations tab of your dashboard, press Connect on the Lawmatics card.
  2. Lawmatics opens: sign in and approve TruLata. Nothing to paste, and TruLata only reads.
  3. You can remove TruLata in Lawmatics whenever you choose.

#After you connect

The card on the Integrations tab says Connected once it works, with a Disconnect button. If it later says Needs attention, open the card to read why and connect it again. A tab that reads from Lawmatics appears once the connection works.

What Lawmatics brings into TruLata, and which tab it fills: Lawmatics and TruLata.

Every integration, and how each kind of connection works: Connect a tool.

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Still stuck?

Ask on the Ask TruLata tab of your dashboard and it answers from your own numbers, or opens a ticket for a person. Or email support@trulata.com and a person on our team replies.

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