What You Get With This Integration
- Map accounts, payment types, and payment terms from Lawmatics to QuickBooks
- Map activity and expense types
- Sync Lawmatics invoices of your choosing to QuickBooks
- Sync past Lawmatics invoices to QuickBooks
Integration Feature Details
Custom account mapping
When setting up the Lawmatics and QuickBooks integration, be sure to sync your accounts, payment terms & methods, and activity/expense types. This vital step guarantees the smooth transfer of your invoice data from Lawmatics to QuickBooks.
Sync customers and invoices
When an invoice is sent via Lawmatics, use this integration to sync that invoice to QuickBooks with the click of a button. This sync will generate both the customer and the invoice in QuickBooks, along with any other details you have mapped. You also have the option to sync all past invoices to QuickBooks from Lawmatics.
Implementation Blueprint
Estimated timeline: 2 to 4 weeks depending on scope, mapping complexity, and QA depth.
- Align the Quickbooks 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 Quickbooks + Lawmatics workflow so your intake handoff, matter updates, and follow-up automations stay consistent as your firm scales.
Source-Aligned Overview
Automatically sync your invoice data directly from Lawmatics to QuickBooks, ensuring that your accounting stays up to date across the board.
Supplemental Guidance
Lawmatics now integrates your invoices directly with Quickbooks. Use this integration to automatically create a customer and invoice in Quickbooks when an invoice is created via Lawmatics using LMPay or Time & Billing.
