Ooma Office and
Lawmatics Integration

The integration connects Ooma Office Pro Plus, a leading VoIP communications platform, with Lawmatics, a cloud-based practice management and marketing automation software designed specifically for law firms.

By connecting Lawmatics with Ooma Office you can preview your matching caller’s Lawmatics contact details, including related Matters and Tasks on incoming and outgoing calls. Call activity and SMS are synched to and from Lawmatics. This further enhances the workflow and data set for Lawmatics’ AI system.

Integrating Ooma Office with your Lawmatics CRM means your users can be better prepared when making and receiving calls, as they get a preview of customer Matters and Tasks that are pending without having to take the time to open Lawmatics. Staff can view real-time context during live interactions, allowing for faster issue resolution and personalized support. This adds data to the Lawmatics contact information and allows further processing and insights and AI generated features offered by Lawmatics.

Yes. Ooma call and SMS data is saved as a Note, which can be accessed by Merlin AI to further enrich its intelligent intake process.

No. Your existing data remains intact. The integration enhances workflows by automatically syncing caller-ID pops and call logs without disrupting or overwriting your Lawmatics database.

Setup is simple. Your Ooma Office Pro Plus administrator logs into Ooma Office Manager, navigates to the Integration page, and selects the Lawmatics option. Once enabled, users can connect directly to their Lawmatics portal from their Ooma Office Pro Plus account.