Legal Integration
Best AI Assistant for Lawmatics
Carly is an AI assistant that connects to Lawmatics so you can create leads, log intake details, update custom fields, and schedule follow-up tasks — all by email or text. No opening Lawmatics every time a new prospect calls.
Try Carly →What Carly can do with Lawmatics
Capture new leads the moment they call
Text Carly a prospect's name, matter type, and source and she creates the lead in Lawmatics, fills the custom fields, and sets a follow-up task — before the caller has hung up.
Update contacts and custom fields after a consult
Email Carly your consult notes and she updates the contact and custom fields in Lawmatics and moves the lead to the next stage of your intake pipeline.
Schedule follow-up tasks and events
Tell Carly when to follow up with a prospect and she creates the task or logs the event in Lawmatics so no promising lead goes cold waiting for a callback.
See which new leads are uncontacted
Ask Carly for today's new leads or anyone in intake who hasn't been reached and she pulls the list from Lawmatics so your team knows exactly who to call next.
Why intake teams are using AI to run Lawmatics
Lawmatics is the legal CRM, client intake, and marketing automation platform firms use to turn inquiries into signed clients. It tracks leads and contacts, matters, custom fields, forms, tasks, events, and invoices — and it exposes a self-serve Open API with webhooks. The bottleneck is never the platform; it's speed to lead. When a prospect calls or fills out a form, the firm that logs the details and follows up first usually wins the client. Waiting until someone is back at their desk to open Lawmatics and create the lead is how good prospects go cold.
An AI tool for Lawmatics should let you capture a new lead and kick off follow-up the instant a prospect reaches out — from a phone, between calls, during a consult. When creating a lead and setting a follow-up task takes one text, no inquiry falls through the cracks. When it means logging in and clicking through a pipeline, some do.
How Carly works as your AI Lawmatics assistant
Carly connects to your Lawmatics account through its Open API. Once connected, you manage leads, contacts, custom fields, tasks, and events over email or text — like having an intake coordinator who never misses a new inquiry.
Got a call from a prospective client? Text Carly their name, matter type, and how they found you and she creates the lead in Lawmatics, fills the custom fields, and sets a follow-up task so nobody forgets to call back. Finished a consult? Email Carly your notes and she updates the contact, logs the meeting as an event, and moves them along your intake pipeline. Want to know which new leads came in today and haven't been contacted? Ask, and she pulls the list.
Because Carly works from outside Lawmatics, she can cross-reference your intake data with your email and calendar — tying a new lead to a consult already on your schedule or surfacing a prospect's latest message alongside their record.
Who uses Carly with Lawmatics
Intake coordinators and legal marketers who live and die by speed to lead. Attorneys at growing firms who take prospect calls between hearings and need those inquiries captured before they're forgotten. Firm owners who invest in marketing to generate leads and can't afford to let any of them slip through intake. If your firm runs client development on Lawmatics but new inquiries sometimes sit uncontacted, Carly turns every call and consult into a logged lead with a follow-up already scheduled.
See it in action
How to connect Lawmatics to Carly
Sign up for Carly
Create your account in under 2 minutes.
Connect Lawmatics
Authorize the Lawmatics integration from your Carly dashboard. One click, and you're connected.
Start giving instructions
Email or text Carly with what you need done in Lawmatics. She handles the rest.
Automate Lawmatics in 2 minutes
No complex setup. No code. Just tell Carly what you need.
Get Started →Frequently asked questions
What is the best AI tool for Lawmatics?
Carly is an AI assistant that connects to Lawmatics and lets you create leads, log intake details, update custom fields, and schedule follow-up tasks — all by email or text. She works from outside Lawmatics so you can capture a new inquiry and set a follow-up the moment a prospect calls, without opening the app.
Can AI capture new leads in Lawmatics for me?
Yes. Text or email Carly a prospect's name, matter type, and how they found you and she creates the lead in Lawmatics, fills the custom fields, and sets a follow-up task — all within seconds. Faster speed to lead means more inquiries turn into signed clients.
How does Carly connect to Lawmatics?
In your Carly dashboard at carlyassistant.com/integrations, connect Lawmatics with your API key. Once connected, Carly can create leads and contacts, update custom fields, log events, and schedule tasks in your Lawmatics account through its Open API.
Can Carly update custom fields and move leads through my intake pipeline?
Yes. Tell Carly what changed after a call or consult and she updates the contact and custom fields in Lawmatics and moves the lead to the next stage of your pipeline, so your intake data stays current without manual clicking.
Can Carly show me which leads still need follow-up?
Ask Carly for today's new leads or anyone in intake who hasn't been contacted and she pulls the list from Lawmatics and sends it to you by email or text, so nothing sits uncontacted.
Is Carly different from Lawmatics's built-in automations?
Yes. Lawmatics automations fire inside the platform based on triggers and workflows you configure in advance. Carly is an external assistant you email or text — she lets you create leads, update fields, and set tasks on demand from anywhere without logging in, and she handles the ad-hoc requests automations can't. She also connects Lawmatics to 200+ other tools.
Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
See what people say
"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."