What You Get With This Integration
- Access to view CallRail call log within Lawmatics
- Create a new matter for a caller or assign the caller to an existing matter
- Automatic logging and duplicate prevention based on the caller's phone number
- Automatic marketing source tracking
- Listen to call recording and log call notes within Lawmatics
Integration Feature Details
Incoming call log access
Easily access a record of all of your firm's incoming calls, along with their marketing source. When available, the system will also automatically fill in new callers' name and location. View key stats on each call such as the duration and even listen to a recording.
Marketing source tracking
Connect your marketing sources to their respective CallRail phone numbers to automatically log and track incoming calls associated with said marketing sources. This paves the way for insightful performance data.
Attribute calls to matters
If a caller already has an associated matter in the system, the integration will automatically record the call under that matter. For new callers, you can easily create a new matter or manually link them to an existing one, ensuring that all client interactions are accurately documented and organized.
Implementation Blueprint
Estimated timeline: 2 to 4 weeks depending on scope, mapping complexity, and QA depth.
- Align the CallRail business outcome with your intake and matter workflow.
- Map data fields and ownership between systems before any automation is enabled.
- Configure sync triggers, guardrails, and notifications for edge-case handling.
- Run staged QA with real scenarios and sign-off criteria from operations leadership.
- Publish SOPs and assign ongoing ownership for changes, monitoring, and resyncs.
QA and Handoff Controls
QA Checklist
- New records appear in the destination tool with required fields populated.
- Updates sync correctly without creating duplicates or overwriting approved values.
- Failure states are logged and routed to a named owner.
- Reporting views match expected counts before and after go-live.
Common Handoff Risks
- Unmapped or renamed fields can silently break downstream automations.
- Inconsistent ownership creates delays in triage when sync issues appear.
- Missing QA gates can push bad data into reporting and billing workflows.
MHSB Integration Notes
MHSB Implementation Perspective
MHSB configures and optimizes the CallRail + Lawmatics workflow so your intake handoff, matter updates, and follow-up automations stay consistent as your firm scales.
Source-Aligned Overview
Log incoming calls and automatically record which of your marketing sources the call is attributed to. View an overview of your firm’s call history as well as the call activity log on each individual matter.
Supplemental Guidance
CallRail is a powerful marketing tracking tool that can be used in conjunction with Lawmatics to log incoming calls and automatically record which of your marketing sources the call is attributed to.
Setup Focus
Common setup path from supplemental documentation: Connecting Your CallRail Account to Lawmatics.
