Introduction to Lawmatics

Lawmatics is a comprehensive client intake and legal CRM software designed specifically for law firms. It streamlines processes such as client management, marketing automation, and client intake, making it an essential tool for modern legal practices.

Enhance Lawmatics with ID Verification

By integrating IdentityCheck with Lawmatics via Zapier, law firms can effortlessly carry out ID verification checks. This ensures you maintain compliance and security while improving client trust and reducing the administrative burden.

Use Cases for ID Verification in Lawmatics

• Client Onboarding: Quickly verify the identity of new clients during the onboarding process to streamline and secure the intake procedures.
• Case Management: Ensure that all parties involved in a case are properly verified to enhance security and compliance.
• Document Signing: Verify client identities before any legal documents are signed to ensure authenticity.

Setting Up the Integration

Step-by-Step Instructions

1. Create Accounts: Ensure you have active accounts on IdentityCheck and Lawmatics.
2. Log in to Zapier: Sign in to your Zapier account or create a new one if you haven’t already.
3. Connect IdentityCheck: In Zapier, navigate to ‘My Apps’, search for ‘IdentityCheck’ and click on the resulting entry. Follow the prompts to connect your IdentityCheck account.
4. Connect Lawmatics: Similarly, search and connect your Lawmatics account within Zapier.
5. Create a Zap: Click on ‘Make a Zap’ to create a new Zap. Select Lawmatics as the trigger app and set the trigger event (e.g., New Client Entry).
6. Set Action: Choose IdentityCheck as the action app and specify the action event (e.g., Verify ID).
7. Map Fields: Map the required fields from Lawmatics to IdentityCheck to ensure proper data flow.
8. Test and Activate: Test your Zap to ensure everything is working correctly, then activate it.

Using the Integration

How to Conduct ID Verification

1. Start Process in Lawmatics: When a new client submits their information via Lawmatics, the Zap is triggered automatically.
2. Verification Prompt: The client then receives a prompt to complete the ID verification through IdentityCheck.
3. Submit ID: The client uploads necessary ID documents as instructed by IdentityCheck.
4. Verification Results: IdentityCheck processes the documents and verifies the client’s identity.
5. Results in Lawmatics: Upon successful verification, the results are sent back to Lawmatics, notifying you of the completed ID check.

Maintaining Client Records

All verification data is seamlessly synced to Lawmatics, ensuring that your client records are always up-to-date and compliant with legal standards. This helps in maintaining a robust and secure client database without additional manual paperwork.

Final Thoughts

Integrating IdentityCheck with Lawmatics via Zapier provides a secure, efficient, and compliant way to conduct ID verification. This powerful synergy not only enhances your law firm’s operations but also provides a seamless client experience.