Lawmatics | ElevenLabs Documentation

Your receptionist can recognize callers who are already in Lawmatics, open a new matter for each new inquiry, and request a consultation on your calendar. Lawmatics’ API uses an OAuth sign-in and needs developer settings that Lawmatics turns on by request, so Reception connects through Zapier.

Set up

Connect Zapier

If you haven’t yet, connect Zapier in Reception.ai.

Add the Lawmatics actions

In your Zapier MCP server at mcp.zapier.com, add the actions below and connect your Lawmatics account. For each field, either set a fixed value or let the AI fill it in, as listed.

Assign the tools

In Reception.ai, open the Zapier integration’s Tools tab, select Refresh tools, and assign each action to the Client (receptionist).

Test it

Test your receptionist as a new caller who wants a consultation. The matter appears in Lawmatics.

Actions

Find the caller

Field	Value
Zapier action	Find Contact
Set in Zapier	Search Type: phone.
Let the AI fill in	Value: the caller’s phone number.
Assign to	Client

Open a matter for a new inquiry

In Lawmatics, a new matter is how a potential client enters your intake pipeline. Create Matter also records the caller’s contact details, so you don’t need a separate contact action.

Field	Value
Zapier action	Create Matter
Set in Zapier	Nothing required.
Let the AI fill in	First Name, Last Name, Email, Phone, Case Title, and Case Blurb (a short, factual summary).
Assign to	Client

Request a consultation

Field	Value
Zapier action	Create Appointment
Set in Zapier	All Day: no. Attendee Type: the record type you link appointments to.
Let the AI fill in	Attendee ID (from the previous actions), Event Name, Start Date, End Date, and Description.
Assign to	Client

Create Appointment doesn’t check your calendar for conflicts. Ask your receptionist to offer the time as a request that your team confirms.

Add a rule telling your receptionist to take down the caller’s details and never give legal advice.

Limitations

Zapier’s Lawmatics app can’t check availability, so your receptionist can’t offer open times. For real-time booking, use Reception’s own booking with Google Calendar, Calendly, or Cal.com.
Each action your receptionist runs uses tasks from your Zapier plan. Zapier currently counts two tasks per successful call; failed calls aren’t counted. When the plan runs out, the actions stop until it resets.

Troubleshooting

Problem	What to check
A Lawmatics action doesn’t appear in Reception.ai	Select Refresh tools on the Zapier integration after adding actions in Zapier.
An action shows Changed and isn’t used	You edited it in Zapier. Select Update in the Tools tab.
Known callers aren’t found	Lawmatics matches phone numbers as stored. Store them in one format, or add a second Find Contact that searches by email.
Appointments aren’t linked to the caller	Check that Attendee Type matches the ID your receptionist passes (contact or matter).