Lawmatics

Connect Lawmatics to Quin and consultation outcomes update the record right after the call: leads moved to the right stage, tasks created for what was promised, and notes logged to the matter they belong to.

What you can do with Lawmatics and Quin

• Move leads and matters based on the outcome of a call.
  When a prospect signs a retainer or decides against moving forward, Quin updates the stage right after the consultation instead of waiting for someone to circle back.
• Log consultation notes to the right record.
  Quin matches the conversation to the correct contact, matter, or company and logs the details there, instead of leaving them on a legal pad.
• Turn consultation commitments into tasks.
  A promise like "I'll send the retainer by Friday" becomes a task tied to the right matter, with the date attached.
• Track commitments that depend on the client.
  If a client owes documents or a signed form, that task gets logged too, so a missed deadline doesn't slip past unnoticed.
• Note the reason behind a stage change.
  A lead marked lost carries the reason it went cold, which is exactly what a firm needs to improve intake later.
• Create new contacts or matters when one doesn't exist.
  When a name comes up that isn't already in Lawmatics, Quin can create the record instead of leaving the detail unattached.

Who this helps most

• Firms tracking intake conversion by hand, where stale "Consult Scheduled" leads make it impossible to tell a struggling process from a healthy one.
• Attorneys running several consultations in one day, since updating each record one by one is the first thing to slip when the calendar is full.
• Practices where a missed commitment carries real weight, like family law or personal injury, where a client noticing a dropped follow-up erodes trust fast.

How this shows up day to day

• A Monday with four consultations back to back.
  By the time the last call ends, all four records reflect what happened: one retained, one undecided, one lost with a reason noted, one flagged for a follow-up meeting.
• An estate planning consultation ends with two commitments.
  Quin creates two tasks tied to that matter, one for the attorney due Friday and one logged as pending on the client.
• A family law intake call surfaces three important details.
  Quin's summary lands on the matter record within minutes, instead of sitting on a legal pad until Thursday.

Frequently asked questions

What happens when I connect Lawmatics?
Quin starts logging consultation notes, creating tasks, and updating lead and matter stages in Lawmatics based on what's discussed on your calls.

How does Quin know what counts as "Retained"?
You set a Guideline tying the stage change to a specific event, like a signed retainer, so the update stays consistent across attorneys.

What if two prospects describe similar situations on the same day?
Saying names and matter numbers out loud during the call helps Quin match faster and more accurately.

Is my Lawmatics data kept private and secure?
Yes. Quin is SOC 2 Type II certified and encrypts data in transit and at rest, the same standard applied across every integration, not just Lawmatics.

Does Quin replace Lawmatics?
No. Lawmatics stays the system of record for leads, matters, and contacts. Quin keeps it current from your conversations, but Lawmatics remains the source of truth.