Seamlessly convert leads into matters using Law Ruler CRM integration with CosmoLex. You can map the custom fields that you have set up in CosmoLex to intake fields in the CRM during implementation.
Once a lead is retained as a client, users can click ‘convert to a matter’ within the CRM and the following data will import to CosmoLex:
- Related Parties
- Completed custom fields
Integrate Law Ruler with CosmoLex
- Log in to your Law Ruler Account.
- From the bottom of the left navigation panel, click Setup.
- On the Setup Home screen, from the second column, select Global Settings and Statuses.
- On the Settings screen, scroll all the way down to Cases Software.
- From the drop-down, select CosmoLex.
- Click on Pair with CosmoLex.
- The system will redirect you to log in to your CosmoLex account.
- Enter your login id and password and click Sign In.
- You will be returned to your Law Ruler settings.
Once both accounts are synced, the Status will display as “Connected“.
- If you wish to send documents from Law Ruler to CosmoLex, click on the toggle button beside Send Documents to ON.
- Click Save.
Learn how to Convert a Law Ruler Lead into a Matter.