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CaseHug + Lawmatics Integration Guide

Version 1.0 · April 2026 · CalmIntake, Inc. · calmintake.com

1. Overview

The CaseHug–Lawmatics integration connects your legal client intake workflow with Lawmatics CRM, eliminating manual data entry and enabling automated campaign triggers. When a client completes intake through CaseHug, their contact information and matter details sync directly to Lawmatics.

What Syncs

Data	Direction	Details
Contacts	CaseHug → Lawmatics	First name, last name, email, phone. Deduplication by email.
Matters	CaseHug → Lawmatics	Title, practice area, pipeline stage mapping, contact association.
Activities	CaseHug → Lawmatics	Intake completion logged as note activity on contact record.
Stage Changes	Lawmatics → CaseHug	Via webhooks. Pipeline stage changes update CaseHug matter status.

2. Prerequisites

CaseHug account on any paid plan (Solo $79/mo, Practice $189/mo, or Firm $459/mo)
Lawmatics account with developer settings enabled (contact support@lawmatics.com)
Firm Admin role in CaseHug
Admin access in Lawmatics

Important: Developer settings are not enabled by default in Lawmatics. You must contact support@lawmatics.com to enable them before connecting. For API questions, email api@lawmatics.com.

3. Setup Steps

Enable developer settings in Lawmatics by contacting support@lawmatics.com.

Navigate to Settings → Integrations in your CaseHug dashboard.

Click "Connect to Lawmatics" on the Lawmatics card.

Sign in to Lawmatics and authorize CaseHug. Permissions: Contacts (read/write), Matters (read/write), Forms (read), Activities (write).

Verify the connection — the Lawmatics card shows "Connected".

Configure pipeline mappings (optional) — map CaseHug case types to Lawmatics stages.

Enable auto-sync — toggle "Auto-sync on approval" to push data automatically.

Set up Lawmatics automations (optional) — trigger campaigns on contact creation or stage changes.

Test with a manual sync — open any matter, click "Sync to Lawmatics", verify in Lawmatics.

4. Configuration Options

Setting	Default	Description
Auto-sync on approval	On	Push to Lawmatics when documents are approved
Auto-sync on matter created	Off	Push to Lawmatics when a new matter is created
Case type mappings	Built-in	Map CaseHug case types to Lawmatics pipeline stages

5. Pipeline Stage Mapping

CaseHug Case Type	Lawmatics Stage	Practice Area
Divorce — Standard	Family Law Intake	Family Law
Custody Only	Family Law Intake	Family Law
Immigration — Asylum	Immigration Intake	Immigration
PI — Auto Accident	PI Intake	Personal Injury
Estate Planning — Will	Estate Planning Intake	Estate Planning

6. Security & Compliance

OAuth 2.0: CaseHug never sees your Lawmatics password. Access tokens stored server-side, encrypted at rest.
TLS 1.2+: All data in transit is encrypted.
HIPAA: CaseHug supports HIPAA compliance. Execute BAAs with both CaseHug and Lawmatics.
Audit Trail: Every sync and webhook event is logged with timestamp, status, and details.
Token Refresh: Automatic, 5 minutes before expiration.
Deauthorization: Disconnect from CaseHug or revoke from Lawmatics at any time.

7. Data Flow

Client completes intake → Firm reviews & approves → CaseHug auto-syncs to Lawmatics → Contact + Matter + Activity ready → Lawmatics campaigns trigger

Duplicate Detection: CaseHug searches Lawmatics contacts by email before creating new ones. If a match is found, the existing contact is linked.

8. Webhook Events

Event	Description	CaseHug Action
`contact.created`	New contact in Lawmatics	Logged for future import
`matter.stage_changed`	Matter pipeline stage changed	Updates CaseHug matter status
`form.submitted`	Form submission received	Logged for audit
`envelope.completed`	E-signature completed	Logged for audit

9. Troubleshooting

Issue	Resolution
Connection shows inactive	Disconnect and reconnect Lawmatics
Developer settings not enabled	Contact support@lawmatics.com to enable
Wrong pipeline stage	Update mapping in Settings → Integrations → Case Type Mappings
Duplicate contacts	Ensure client emails match between systems. Merge in Lawmatics.
Sync fails with 429	Rate limited — wait a few minutes and retry
Automation not triggering	Check Lawmatics automation rules and trigger conditions

10. Support

CaseHug Support: support@calmintake.com

Lawmatics API: api@lawmatics.com

Lawmatics Support: support@lawmatics.com

Integration Page: calmintake.com/integrations/lawmatics

Setup Guide: calmintake.com/integrations/lawmatics/setup

Important: This guide is for CaseHug integration administrators. For developer/API documentation, visit calmintake.com/developers/lawmatics.