Upfirst is an AI receptionist that connects to Lawmatics in two ways: through Custom Actions (live API calls during a call) and through Zapier (writes to Lawmatics after the call ends). Together, they turn phone calls into Lawmatics intake the same way your web forms do.

Does Upfirst integrate with Lawmatics?

Yes. Two options:

• Custom Actions let your receptionist call the Lawmatics API directly while a call is happening. Look up a contact, check matter status, create a new Matter, all without taking a message.
• Zapier handles things after the call. Every completed call can create a Matter, log a note, or kick off any other Lawmatics automation you already have set up.

Most law firms use both. Custom Actions for anything that needs to happen while the caller is on the line. Zapier for the rest.

What Lawmatics does

Lawmatics is a CRM built for law firm intake. It tracks prospects from the first inquiry through signing, with automation for follow-ups, conflict checks, and intake forms along the way. Personal injury, family law, estate planning, and immigration firms use it to keep their intake organized.

In Lawmatics' world, a Contact is a person. A Matter is the case or potential case they're calling about. Sources track where they came from (Google, referrals, ad campaigns). Upfirst plugs the phone channel into that same model so calls don't sit outside your intake reporting.

What Upfirst can do with Lawmatics

Recognize callers as soon as the phone rings

When a call comes in, Upfirst checks Lawmatics for a Contact with that phone number. If there's a match, the receptionist greets the caller by name and can pull up their Matter, the assigned attorney, or anything else you want it to know.

Answer "what's happening with my case?" without a callback

If a current client calls in asking about their case status, the receptionist asks for their name or matter number, looks it up in Lawmatics, and reads back where things stand. Status, next step, assigned attorney, whatever you choose to share.

Turn intake calls into Matters automatically

For a new caller, Upfirst creates the Matter in Lawmatics when the call ends. The source gets set to your phone channel (so your reporting still works), and Lawmatics handles the rest: if the caller already exists as a Contact, the new Matter attaches to them instead of creating a duplicate. The call summary and transcript drop in as a note.

Route calls into the right intake workflow

Upfirst can pull anything you want out of the conversation: practice area, urgency, jurisdiction, custom fields. Use those signals to set the matter type or sub-status when the Matter gets created. Whatever Lawmatics automation you already have hooked to those fields (welcome emails, intake forms, attorney assignments) runs the same as if a web form had triggered it.

Lawmatics API calls Upfirst can make

• Find a Contact by phone, email, or name (Contact Finder endpoints)
• Find a Matter by Contact or other attributes (Matter Finder endpoints)
• Create a Matter with built-in deduplication on phone and email
• Create a Contact directly if you need to
• Update a Matter to change status, sub-status, attorney, or any custom field
• Add a Note to a Contact or Matter with the call summary and transcript
• Set the Source on a Matter so phone intake shows up in your attribution reports

Setting up the Lawmatics integration

Custom Actions

1. Get OAuth credentials from Lawmatics. They'll give you a Client ID and Client Secret tied to a redirect URI.
2. Run through the OAuth flow once to get an access token. Lawmatics tokens don't expire, so you only do this once.
3. In Upfirst, set up the Lawmatics OAuth Connection (or just save the token as a bearer credential). Then go to Agent > Custom actions and create a new action.
4. Pick when it runs: When call starts for the contact lookup, During call for matter status checks, or After call for creating Matters.
5. Set up the request. For a contact lookup, GET https://api.lawmatics.com/v1/contacts/find?phone=#{{caller_id}} with Authorization: Bearer YOUR_TOKEN. For creating a Matter, POST to /v1/matters with the contact details, source, and matter type.
6. Pick which fields the receptionist gets back (name, matter status, attorney). Run a test against your account. Save.

Zapier

1. Create a Zap. Trigger: Upfirst > Call Completed.
2. Pick a Lawmatics action: Create Matter, Update Matter, Add Note, whatever fits.
3. Map the call fields to Lawmatics. Source matters for your attribution. Matter type matters for routing into the right intake workflow.
4. Add filters if you only want certain calls to create Matters. (A status check from an existing client probably shouldn't create a new Matter; an intake call should.)
5. Test with a real call. Turn the Zap on.

If you're starting from scratch: hook up the contact lookup on call start, the Matter creation on call end, and let Zapier handle anything cross-tool. That's enough to make phone intake feel like a first-class channel in your Lawmatics setup.