An AI Intake Specialist For Your Lawmatics Pipeline
Marlie AI answers every potential new client call, runs your intake script, captures conflict-check details, and pushes the matter into Lawmatics — 24/7, in seconds, without an extra hire.
Built for law firms running intake on Lawmatics
For most law firms, intake is the bottleneck. A potential new client (PNC) calls, the receptionist takes a message, and by the time someone calls back, the prospect has already retained another firm. Lawmatics is built for fast, structured intake — but only if every call actually makes it into the system.
Marlie AI is the front door. Inbound PNC calls are answered, your intake script is run word-for-word, conflict-check fields are captured, and the matter is created in Lawmatics with the right practice area and pipeline stage. Your intake team and attorneys work warm, qualified matters instead of returning voicemails.
What You Get with Marlie + Lawmatics
Everything you need to connect your phone calls with Lawmatics — fully automated, zero manual work.
Auto-Create Matters & Contacts
Every PNC call creates a contact and matter in Lawmatics with practice area, pipeline stage, and intake fields pre-populated.
Conflict-Check Capture
Marlie collects opposing party, related party, and venue details on the call so your conflict check can run before the callback.
Practice-Area Routing
Personal injury, family, criminal, estate — Marlie identifies practice area on the call and routes the matter to the right Lawmatics pipeline.
Intake Script Fidelity
Marlie runs your firm's intake script consistently on every single call — no skipped questions, no off-script tangents.
Call Notes On The Matter
Full transcript, summary, and recording link are attached to the Lawmatics matter so the attorney is briefed before the callback.
After-Hours PNC Capture
Calls at 8 PM, weekend calls, and lunch-hour calls all get answered and captured in Lawmatics so no PNC goes cold.
How It Works
Get up and running with Lawmatics in minutes — no coding required.
Connect Lawmatics
Once Lawmatics' public API is broadly available, Marlie connects directly. Today, intake flows into Lawmatics through Zapier and webhook automation.
Configure Intake & Pipelines
Pick the intake script Marlie runs, the Lawmatics fields each answer maps to, and the practice-area pipelines new matters land in.
Marlie Answers PNC Calls
Inbound calls are answered 24/7. Marlie runs intake, captures conflict-check details, and resolves common questions.
Lawmatics Pipeline Updates
New matters land in Lawmatics with full intake, the right practice-area pipeline, and the assigned intake specialist notified.
Built for Real Scenarios
See how businesses use Marlie + Lawmatics to capture more leads and streamline operations.
Personal Injury Intake
A PI firm gets PNC calls after auto accidents — often after hours and from people in distress.
Marlie runs the firm's intake script with empathy, captures accident details and injury info, and creates the matter in Lawmatics for same-day callback.
Family Law Consultations
A family law firm needs every consultation request qualified and conflict-checked before booking attorney time.
Marlie qualifies the matter, captures opposing party, and creates the Lawmatics record so the firm only books consultations that pass conflict.
Solo & Small-Firm Intake
A solo attorney can't take calls during depositions or court but loses PNCs to voicemail.
Marlie covers every missed call, runs intake, and stages the matter in Lawmatics so the attorney returns a fully prepped callback.
Frequently Asked Questions
Common questions about the Marlie AI + Lawmatics integration.
Does Lawmatics have a public API?
How does Marlie connect to Lawmatics today?
Can Marlie run our exact intake script?
Will Marlie capture conflict-check details?
Can Marlie give legal advice?
Are call recordings stored in Lawmatics?
Other Integrations
Marlie AI connects with more than just Lawmatics. Explore our other integrations.
HubSpot
CRM
Housecall Pro
Field Service
Jobber
Field Service CRM
Google Voice
Phone
OpenPhone
Phone Connectivity
Gmail
Outlook
Google Calendar
Calendar
Calendly
Calendar
Slack
Notifications
Microsoft Teams
Notifications
Discord
Notifications
Telegram
Notifications
Notifications
ServiceTitan
CRM & Data
Google Sheets
CRM & Data
Microsoft Excel
CRM & Data
Shopmonkey
CRM & Data
Buildium
CRM & Data
Shopify
CRM & Data
Zapier
Automation
Stripe
Payments
Square
Payments
Square Appointments
Payments
Salesforce
CRM
Pipedrive
CRM
Zoho CRM
CRM
Follow Up Boss
Real Estate CRM
Close
CRM
Dubsado
CRM
Circle
Community
HoneyBook
CRM
Keap
CRM & Automation
kvCore
Real Estate CRM
17hats
Creative Business CRM
AccuLynx
Field Service CRM
Act!
CRM
Actionstep
Legal CRM
Affinity
CRM
AFrame
Creative Business CRM
AgencyZoom
Insurance CRM
AgentLocator
Real Estate CRM
Agile CRM
CRM
Arbox
Fitness & Studio CRM
Assembly
CRM
Attio
CRM
Autotask
Field Service CRM
Axonaut
Business Management
Bark
Lead Generation
Beacon
Credit Repair CRM
Bigin by Zoho CRM
CRM
Bitrix24
CRM
BONZO
CRM
BoomTown
Real Estate CRM
Booqable
Business Management
Brivity
Real Estate CRM
BrokerEngine
Mortgage CRM
Builder Prime
Field Service CRM
Bullhorn
Recruitment CRM
Capsule CRM
CRM
CASEpeer
Legal CRM
CINC
Real Estate CRM
Clientify
CRM
Clio
Legal CRM
Cloze
CRM
Compass
Real Estate CRM
ConnectWise Manage
Field Service CRM
Copper
CRM
Credit Repair Cloud
Credit Repair CRM
Curb Hero
Real Estate CRM
Daylite
CRM
DisputeFox
Credit Repair CRM
Dotloop
Real Estate CRM
DripJobs
Field Service CRM
EZLynx
Insurance CRM
FieldPulse
Field Service CRM
Finmo
Mortgage CRM
folk
CRM
Freshsales Classic
CRM
Freshsales Suite
CRM
Gong
Sales Intelligence
Gymdesk
Fitness & Studio CRM
GymMaster
Fitness & Studio CRM
Holded
Business Management
IDX Leads
Real Estate CRM
iHomefinder
Real Estate CRM
Insightly
CRM
Jackrabbit Class
Fitness & Studio CRM
JobAdder
Recruitment CRM
JobNimbus
Field Service CRM
Keystone Academic Solutions
Education CRM
Kommo
CRM
Keller Williams Command
Real Estate CRM
Lasso CRM
Homebuilder CRM
LeadSimple
Lead Generation
LeadSquared
CRM
Leap CRM
Field Service CRM
Less Annoying CRM
CRM
Levitate
Customer Communications
Little Green Light
Community & Nonprofit CRM
Lofty
Real Estate CRM
Luxury Presence
Real Estate CRM
MaidCentral
Field Service CRM
Markate
Field Service CRM
MarketSharp
Field Service CRM
Meet Alfred
Customer Communications
Method CRM
CRM
Microsoft Dynamics 365
CRM
mloflo
Mortgage CRM
MOCO
Business Management
Mojo
Customer Communications
Moxie
Customer Communications
My Music Staff
Creative Business CRM
myRealPage
Real Estate CRM
NationBuilder
Community & Nonprofit CRM
NeonCRM
Community & Nonprofit CRM
NetHunt CRM
CRM
NetSuite
Business Management
noCRM.io
CRM
Nutshell
CRM
Odoo CRM
Business Management
Odoo ERP Self Hosted
Business Management
OfficeRnD
Coworking CRM
OnePageCRM
CRM
OrbisX
Field Service CRM
Outseta
Community & Nonprofit CRM
Pipeline CRM
CRM
PracticePanther
Legal CRM
PropertyRadar
Lead Generation
PushPress
Fitness & Studio CRM
Ramsey Pro Portal
Real Estate CRM
Real Geeks
Real Estate CRM
RealScout
Real Estate CRM
Recruit CRM
Recruitment CRM
Redtail CRM
Wealth Management CRM
RepairShopr
Field Service CRM
REsimpli
Lead Generation
respond.io
Customer Communications
Rex
Real Estate CRM
Salesmate
CRM
ServiceM8
Field Service CRM
Sierra Interactive
Real Estate CRM
Spark Membership
Fitness & Studio CRM
Streak
CRM
Studio Pro
Creative Business CRM
SugarAI
CRM
Superchat
Customer Communications
Syncro
Field Service CRM
Teamleader Focus
Business Management
Thryv
CRM
Time To Pet
Pet Care CRM
Tint Wiz
Field Service CRM
Urable
Auto Detailing CRM
vcita
CRM
Virtuous
Community & Nonprofit CRM
Vitally
CRM
VSCO Workspace
Creative Business CRM
Wealthbox
Wealth Management CRM
WellnessLiving
Fitness & Studio CRM
WhatConverts
Lead Generation
Wise Agent
Real Estate CRM
Wodify Core
Fitness & Studio CRM
Zendesk Sell
CRM
Zillow Tech Connect
Lead Generation
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What Our Customers Say
“Marlie has dramatically improved our reservation process, reducing missed calls by 40%.”
“Our takeout orders increased by 25% since implementing Marlie to handle busy call times.”
“Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.”
“Marlie has become an essential part of our customer service strategy across all our places.”
“The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.”
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