Do I need to know how to code?

No coding required. You describe what you want the agent to do in plain English—something like "create a Lawmatics contact from each new row in this spreadsheet and assign it to the right attorney"—and Twin builds the workflow from that description.

Can my Lawmatics agent run on a schedule?

Yes. Agents can be configured to run on a recurring schedule—hourly, daily, or at whatever cadence fits your workflow. This is useful for things like processing a nightly intake spreadsheet or checking pipeline stages each morning.

What Lawmatics data can an agent read and write?

Agents can work with contacts, companies, deals, lead status, pipeline stages, tasks, notes, owners, and segments—the core entities in Lawmatics. The specific fields available depend on your Lawmatics configuration and connection method.

Can I connect Lawmatics to Google Sheets or Docs?

Agents that combine Lawmatics with Google Sheets or Google Docs are among the most common Twin workflows for this integration. A typical example reads rows from a referral spreadsheet and creates intake records in Lawmatics.

Integration

Automate Lawmatics with AI agents

Describe a workflow in plain English and Twin builds an agent that handles contacts, deals, intake records, and tasks in Lawmatics on your behalf.

Automate Lawmatics Browse 5 Lawmatics agents

What you can do with Lawmatics

Real Lawmatics workflows the Twin community runs every day, ready for you to clone.

Create and update contacts

Add new contacts or update existing records in Lawmatics, including lead status and assigned owner, based on data from external sources.
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Manage pipeline stages and deals

Move deals through pipeline stages and update deal fields as conditions change, keeping your Lawmatics pipeline current without manual edits.
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Run client intake from spreadsheets

Read referral or intake data from a spreadsheet and create corresponding client records in Lawmatics, assigned to the right attorney.
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Create tasks and notes

Generate follow-up tasks or attach notes to contacts and deals in Lawmatics after key events, reducing missed follow-ups.
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Backfill and enrich matter data

Read existing Lawmatics records and fill in missing fields—such as matter value—by pulling data from connected sources.
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How it works

Three steps from idea to a running Lawmatics agent.

1

Connect via OAuth

Sign in to Lawmatics once. Twin securely manages the connection and handles token refreshes for you.
2

Describe the workflow

Tell Twin in plain English what you want done in Lawmatics. The agent figures out the API calls itself.
3

Twin builds and runs

Twin assembles the agent, runs it on demand or on a schedule, and adapts when Lawmatics responds in unexpected ways.

Why Twin for Lawmatics

What makes Twin a better fit than a generic automation tool.

No more manual copying between tools

Copying referral data into Lawmatics by hand creates stale records and dropped follow-ups. Twin reads from your source—spreadsheet, form, or another app—and writes directly to Lawmatics contacts, deals, and tasks without you touching it.

Works with API or browser when needed

Lawmatics workflows sometimes require navigating pages that aren't fully exposed through structured API calls. Twin can use the API where available and fall back to browser-based steps when a particular action requires it, so the workflow completes either way.

Repeatable, not one-off

Users need workflows that run reliably on a schedule or trigger, not just once. Twin agents run on a defined cadence, so intake processing, pipeline updates, and task creation happen consistently without manual prompting.