Guided setup

Lawmatics for your AI receptionist, connected for you.

Turn intake calls into Lawmatics prospects with the practice area and callback details filled in.

● Law firms using Lawmatics for intake and client relationships ● Sign in with your account ● Legal practice management

Guided setup, included.

Our team connects it with you, usually within 1-2 business days. Choose Connect, answer three quick questions, and a setup specialist schedules a short session with your Lawmatics admin, connects it and tests it on your account before callers rely on it. Anything Lawmatics needs first, such as a plan level or partner approval, is listed under Good to know.

Saving messages to Lawmatics turns on with the AI receptionist. We connect Lawmatics now; until that is switched on for your line, the receptionist takes a message instead.

What it will do on a call

A returning customer calls. The receptionist recognises the number in Lawmatics and greets them by first name, without reading out anything private.
A new caller asks about your services. Their name, number and what they need become a new lead or request in Lawmatics.
Nobody can pick up. The receptionist takes a message and saves it in Lawmatics as well as your TimberSwitch inbox.

What you can do with it

A potential client calls on Sunday and is a Lawmatics prospect by Monday morning, starting your automations.
An existing client's call is logged as a note.
Your intake team works from one inbox.

Use cases

Caller lookup and CRM screen pop Lead capture

Industries

Professional services

What the AI receptionist will do on calls

Will recognise an existing contact by phone.
Will collect a new caller's details and practice area and create a prospect in Lawmatics.
Will never give legal advice; it takes details for a callback.

A sample call

Caller I was in a car accident and need a lawyer.

AI I'm sorry to hear that. May I have your name and number so the team can call you?

Caller Chris Park, this number.

AI Thanks, Chris. Your details are with the intake team; they'll call you shortly.

How setup works

Guided setup: our team connects it with you and tests it on your account before callers rely on it. Our team connects it with you, usually within 1-2 business days. It's part of our free assisted setup, on every package.

Choose Connect. A short guided-setup form opens, and our team takes it from there.
On a short call, a Lawmatics admin signs in to approve the connection.
Tell us the practice areas and lead source to use.
We test with you and confirm on your ticket.

What it costs

Works with the AI receptionist, an add-on to any plan once it launches.

Good to know

Guided setup: our team connects it with you and tests it on your account before callers rely on it.
Lawmatics grants full account access to connected apps, with no narrower option. We only use it to read contacts and create prospects and notes.
Lawmatics turns on developer access when asked; we handle that.

Questions

How does Lawmatics setup work?

Guided setup: our team connects it with you and tests it on your account before callers rely on it. Choose Connect, answer three short questions, and a setup specialist arranges a short session with your Lawmatics admin. Setup is free on every package, as part of our free assisted setup.

Does Lawmatics cost extra?

Works with the AI receptionist, an add-on to any plan once it launches. Setup is free.

Who uses Lawmatics with TimberSwitch?

Law firms using Lawmatics for intake and client relationships. Industries: Professional services.

What if the system I use isn't listed?

Tell us what you use and we'll set it up with you. The request form on the integrations page opens a ticket with our team, and we reply within one business day.

Why full access?

Lawmatics doesn't offer narrower permissions for connected apps. Disconnect any time from the Connectors page and we delete our token.

Will my Lawmatics automations run?

Yes. New prospects start your intake automations like any other.

Related integrations

Connect

Full setup steps, permissions and troubleshooting are on the support page. Using something else? Tell us what you use.

Lawmatics is a trademark of its owner; TimberSwitch is not affiliated. Facts about Lawmatics's product last checked October 3, 2026.