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.
Setup steps
- 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.
Permissions we ask for, and why
- Full access to your Lawmatics account: Lawmatics does not offer narrower permissions. We only read contacts and create prospects and notes.
What the AI receptionist will do
- 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.
What it can't do, and limits
- 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.
The AI says something is booked or ordered only when Lawmatics confirms it. If Lawmatics doesn't answer in time, the AI takes a message instead and tells the caller someone will follow up.
Troubleshooting
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.
Disconnecting, and the data we keep
An owner or admin can disconnect at any time from Phone, then Connectors, in the app. Disconnecting stops TimberSwitch using Lawmatics straight away.
- Your Lawmatics account id and settings.
- A log of each prospect or note: time, Lawmatics id and a masked caller number.
- Disconnecting deletes our token straight away.
Still stuck?
Get help: it opens an Integration support ticket. Include the time of the call and what you expected to happen.
Lawmatics is a trademark of its owner; TimberSwitch is not affiliated.