What You Get With This Integration
- Automatic matter creation in Lawmatics upon form submission in DecisionVault
- Form data syncs from DecisionVault to Lawmatics
- Use DecisionVault forms to trigger Automations in Lawmatics
Integration Feature Details
Matter sync
DecisionVault syncs your completed forms over to Lawmatics, creating new Matters upon form submission.
Automation potential
Trigger powerful Lawmatics Automations in Lawmatics when a DecisionVault form is filled out and submitted.
Implementation Blueprint
Estimated timeline: 2 to 4 weeks depending on scope, mapping complexity, and QA depth.
- Align the DecisionVault 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 DecisionVault + Lawmatics workflow so your intake handoff, matter updates, and follow-up automations stay consistent as your firm scales.
Source-Aligned Overview
Automatically sync intake forms from DecisionVault into Lawmatics, and trigger automations when a form is submitted to DecisionVault.
