Lawmatics

Supergood | Lawmatics API

Alex Klarfeld

Alex Klarfeld

— 6 min read
Supergood | Lawmatics API

Programmatically access contacts, matters, intake forms, e-signature envelopes, appointments, and pipeline stages from Lawmatics with a stable REST API. Supergood builds and operates production-grade, unofficial Lawmatics integrations so your team can automate legal intake and marketing workflows—without heavy custom engineering.

Plain English: Lawmatics (https://www.lawmatics.com) is a CRM and marketing automation platform built for law firms. It helps firms capture and qualify leads, manage client and matter intake, automate emails and texting, schedule consultations, collect e-signatures on engagement letters, and move work through pipelines and tasks.

For a tech company integrating with Lawmatics—especially one supporting firms that use iManage for document management—an unofficial API means you can pull contacts, matters, and form submissions into your app, push signed engagement letters back into the DMS, and react to lifecycle events (e.g., a matter moving from "Lead" to "Retained"). This enables features like automatic iManage workspace creation when a matter is retained, standardized folder and metadata setup based on practice area, syncing intake documents and e-signed PDFs into iManage, and unified dashboards that show marketing pipelines alongside DMS filing status.

What is Lawmatics?

Lawmatics (https://www.lawmatics.com) is a legal CRM and marketing automation platform that helps law firms attract, convert, and onboard clients while orchestrating communication and document workflows.

Core product areas include:

  • CRM & Intake (Contacts, companies, matters, custom fields)
  • Pipelines & Workflows (Stages, automations, tasks, owners)
  • Forms & Scheduling (Intake questionnaires, appointment booking)
  • Communications (Email campaigns, SMS, templates)
  • Documents & E-Signatures (Template merges, envelopes, status tracking)
  • Reporting & Attribution (Lead sources, conversion metrics)
  • Integrations (Practice management, payments, calendars, phone/SMS)

Common data entities:

  • Contacts & Companies (People and organizations, roles, tags)
  • Matters/Intake (Practice area, pipeline/stage, status, value, owners)
  • Pipelines & Stages (Lead flow, conversion points)
  • Forms & Submissions (Questionnaires, answers, attachments)
  • Appointments (Consultations, confirmations, reminders)
  • Emails/SMS (Campaigns, one-to-one communications, templates)
  • Documents & Envelopes (Templates, merge fields, e-sign packages)
  • Tasks & Notes (Workflow tasks, follow-ups, internal notes)
  • Users & Teams (Owners, permissions)
  • Custom Fields & Tags (Firm-specific schema and segmentation)

The Lawmatics Integration Challenge

Firms live in Lawmatics for intake and in iManage for document management, but turning portal-driven workflows into API-driven automation can be challenging:

  • Session & SSO complexity: Credentials, MFA, and SSO vary by tenant and require durable session management for headless automation
  • Custom fields everywhere: Every firm models different practice areas and intake questions that must map cleanly to your schemas
  • Pipeline transitions: Automations fire as matters move stages; API clients need idempotency, ordering, and event correlation
  • Documents & signatures: Template merges, signer routing, and final PDF availability involve multi-step, asynchronous operations
  • Appointments & reminders: Reschedules, cancellations, and timezone handling complicate synchronization with external calendars
  • Data ownership & permissions: Role-based access (by matter owner or team) must be honored when extracting data
  • DMS handoff: Reliable delivery of forms, signed PDFs, and metadata into iManage requires consistent file naming, matter keys, and retry logic

How Supergood Creates Lawmatics APIs

Supergood reverse-engineers authenticated browser flows and network interactions to deliver a resilient API endpoint layer for your Lawmatics tenant.

  • Handles username/password, SSO/OAuth, and MFA (SMS, email, TOTP) securely
  • Maintains session continuity with automated refresh and change detection
  • Normalizes contacts, matters, forms, and envelope objects so you can integrate once and rely on consistent schemas
  • Aligns with tenant entitlements and role-based permissions to ensure compliant access
  • Supports high-volume operations (bulk contact sync, envelope sends) with polling or webhooks for long-running jobs

Use Cases

Intake-to-iManage Workspace Automation

  • Watch matter stage changes and, on "Retained," trigger iManage workspace creation with standardized folder structures
  • Map Lawmatics matter and contact fields to iManage workspace metadata
  • Push completed intake forms and signed engagement letters directly into the matter workspace

Marketing & Lead Pipeline Sync

  • Pull contact and matter pipelines into your analytics or RevOps stack
  • Attribute leads to sources/campaigns and feed conversion outcomes back to BI dashboards
  • Drive nurture sequences in your product based on Lawmatics tags or stages

E-Signature & Engagement Packets

  • Assemble envelope payloads from Lawmatics templates and custom fields
  • Track signer status and automate reminders or escalation tasks
  • On completion, save audit trails and PDFs into iManage and notify stakeholders

Scheduling & SLA Tracking

  • Ingest booked consultations and associate them with matters
  • Measure speed-to-intake and conversion SLAs by practice area and owner
  • Trigger reminders or reassignments when appointments slip

Available Endpoints

Authentication

POST /sessions: Establish a session using credentials. Supergood manages MFA (SMS, email, TOTP) and SSO/OAuth when enabled. Returns a short-lived auth token maintained by the platform.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/sessions \
  --header 'Authorization: Basic <Base64 encoded token>' \
  --header 'Content-Type: application/json' \
  --data '{
    "username": "[email protected]",
    "password": "<password>",
    "mfa": { "type": "totp", "code": "123456" }
  }'

Example response

{
  "authToken": "eyJhbGciOi...",
  "expiresIn": 3600,
  "user": {
    "id": "u_lm_7a12c9",
    "name": "Intake Operations",
    "entitlements": ["contacts", "matters", "forms", "envelopes"]
  }
}

Contacts

GET /contacts: List contacts with filters for status, owner, tags, and update windows.

Query parameters

  • status: lead | client | former
  • ownerId: string
  • tag: string (repeatable)
  • updatedFrom, updatedTo: ISO 8601 timestamps
  • page, pageSize: integers for pagination

Example response

{
  "items": [
    {
      "contactId": "ct_24f19d",
      "type": "individual",
      "firstName": "Jordan",
      "lastName": "Parker",
      "emails": [{"type": "personal", "value": "[email protected]"}],
      "phones": [{"type": "mobile", "value": "+12135551234"}],
      "address": {
        "line1": "415 Mission St",
        "city": "San Francisco",
        "region": "CA",
        "postalCode": "94105",
        "country": "US"
      },
      "status": "lead",
      "leadSource": "Google Ads",
      "tags": ["PI", "high_intent"],
      "owner": {"userId": "u_lm_7a12c9", "name": "Intake Operations"},
      "customFields": {
        "preferred_language": "English",
        "referrer": null
      },
      "createdAt": "2026-02-18T16:21:09Z",
      "updatedAt": "2026-02-19T09:02:11Z"
    }
  ],
  "page": 1,
  "pageSize": 50,
  "total": 1
}

Matters

POST /matters: Create or update a matter (intake) and associate it with contacts and a pipeline/stage.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/matters \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "externalId": "lm_m_90321",
    "title": "Parker v. Acme",
    "practiceArea": "Personal Injury",
    "clientIds": ["ct_24f19d"],
    "pipelineId": "pl_1a",
    "stageId": "st_consult_scheduled",
    "status": "lead",
    "estimatedValue": 250000,
    "responsibleUserId": "u_lm_7a12c9",
    "customFields": {
      "case_type": "Motor Vehicle Accident",
      "injury_severity": "Moderate"
    },
    "tags": ["MVA", "priority"]
  }'

Example response

{
  "matterId": "m_8c7b32",
  "status": "lead",
  "pipelineId": "pl_1a",
  "stageId": "st_consult_scheduled",
  "createdAt": "2026-02-19T14:10:33Z"
}

PATCH /matters/{matterId}: Update stage, status (e.g., convert to client), owners, and add notes.

curl --request PATCH \
  --url https://api.supergood.ai/integrations/<integration_id>/matters/m_8c7b32 \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "stageId": "st_retained",
    "status": "retained",
    "notes": "Signed engagement letter received on 2026-02-19.",
    "responsibleUserId": "u_lm_partner_01"
  }'

Example response

{
  "matterId": "m_8c7b32",
  "status": "retained",
  "stageId": "st_retained",
  "updatedAt": "2026-02-19T17:25:44Z",
  "updatedBy": {"userId": "u_lm_7a12c9", "name": "Intake Operations"}
}

E-Signature Envelopes

POST /envelopes: Create and send an e-signature envelope using a Lawmatics document template, merged with matter and contact fields.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/envelopes \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "templateId": "tmpl_engagement_pi_v3",
    "matterId": "m_8c7b32",
    "subject": "Engagement Agreement - Parker v. Acme",
    "message": "Please review and sign your engagement agreement.",
    "recipients": [
      {
        "role": "client",
        "name": "Jordan Parker",
        "email": "[email protected]",
        "signOrder": 1,
        "auth": {"type": "email"}
      },
      {
        "role": "firm_signer",
        "name": "A. Partner",
        "email": "[email protected]",
        "signOrder": 2,
        "auth": {"type": "email"}
      }
    ],
    "mergeFields": {
      "retainer_amount": "5000",
      "practice_area": "Personal Injury"
    },
    "reminders": {"enabled": true, "everyDays": 3},
    "sendAt": null
  }'

Example response

{
  "envelopeId": "env_51d2fa",
  "status": "sent",
  "recipients": [
    {"role": "client", "email": "[email protected]", "status": "pending"},
    {"role": "firm_signer", "email": "[email protected]", "status": "pending"}
  ],
  "audit": {"createdAt": "2026-02-19T17:28:02Z"}
}

Get full API Specs →

Technical Specifications

  • Authentication: Username/password with MFA (SMS, email, TOTP) and SSO/OAuth where enabled; supports service accounts or customer-managed credentials
  • Response format: JSON with consistent resource schemas and pagination across modules
  • Rate limits: Tuned for enterprise throughput while honoring customer entitlements and usage controls
  • Session management: Automatic reauth and cookie/session rotation with health checks
  • Data freshness: Near real-time retrieval of contacts, matters, forms, envelopes, and appointments
  • Security: Encrypted transport, scoped tokens, and audit logging; respects Lawmatics role-based permissions
  • Webhooks: Optional asynchronous delivery for long-running workflows (e.g., envelope completion, stage transitions, form submissions)

Performance Characteristics

  • Latency: Sub-second responses for list/detail queries under normal load; envelope creation and completion reflect underlying platform behavior
  • Throughput: Designed for high-volume contact ingestion, matter updates, and document send operations
  • Reliability: Retry logic, backoff, and idempotency keys minimize duplicates and support at-least-once processing
  • Adaptation: Continuous monitoring for UI/API changes with rapid adapter updates

Getting Started

  1. Schedule Integration Assessment

Book a 30-minute session to confirm your modules, licensing, and authentication model.

  1. Supergood Builds and Validates Your API

We deliver a hardened Lawmatics adapter tailored to your workflows and entitlements.

  1. Deploy with Monitoring

Go live with continuous monitoring and automatic adjustments as Lawmatics evolves.

Schedule Integration Call →

Frequently Asked Questions

Q: Which Lawmatics modules can this integration cover?

Supergood supports workflows commonly used for CRM and intake, including Contacts/Companies, Matters & Pipelines, Forms & Submissions, Appointments, and Documents/E-Signatures, subject to your licensing and entitlements. We scope coverage during integration assessment.

Q: How does this work with iManage?

We can orchestrate events from Lawmatics (e.g., matter retained, envelope completed) to drive iManage actions via your DMS connector—creating workspaces, mapping metadata, and filing PDFs—while maintaining idempotency and audit logs across systems.

Q: How are custom fields handled?

We normalize custom field keys and values per tenant, preserving raw labels while providing stable internal identifiers. Mappings are versioned so schema changes don’t break downstream consumers.

Q: Can we receive real-time updates?

Yes. We support webhooks for events like contact.created, matter.stage_changed, form.submitted, and envelope.completed, or polling for tenants where outbound webhooks aren’t feasible.

Q: Do you support appointment scheduling data?

Yes. We can ingest booked, rescheduled, and canceled appointments, with attendee, matter, and timing details normalized and timezone-safe.

Q: Is evidence and an audit trail available for signatures?

We capture envelope status changes, signer timestamps, and completion certificates when provided, and can attach them to matters or forward them to iManage for retention.

Ready to automate your Lawmatics workflows?

Supergood can have your Lawmatics integration live in days with no ongoing engineering maintenance.

Get Started →

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