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Lawmatics

Lawmatics

MCP server · Practice Management · lawmatics.com · 40 categories · 177 tools

Lawmatics is a legal CRM, client intake, and marketing automation platform for law firms. This integration exposes contacts, companies, matters, billing (invoices, transactions, expenses, time entries), tasks, documents, events, and marketing data as governed MCP tools, scoped per member by access level.

Get Custom Form (lawmatics_get-custom-form)

Fetch a single Lawmatics custom intake form by UUID, including its layout of rows and components. The IDs of its input components (componentType "field"/"general_field") are the field keys accepted by lawmatics_submit-custom-form. Upstream, Lawmatics serves this endpoint without authentication; this tool still calls it with the org's credentials and requires reader access.

Tool Input

customFormIdstringrequired— UUID of the custom form to fetch (custom form IDs are UUIDs, not numeric)(pattern: ^[0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{4}-[0-9a-fA-F]{12}$)

Tool Output

idstringrequired— UUID of the custom form
namestringrequired— Display name of the form
contactableTypestringnullrequired— Record type the form creates on submission, lowercase (e.g. "prospect" — a Lawmatics matter); null if not reported
prettyTypestringnullrequired— Display-cased variant of the record type (e.g. "Prospect"); null if not reported
displayNamestringnullrequired— Public-facing display name of the form; null if unset
internalbooleannullrequired— Whether the form is internal (used by firm staff rather than embedded publicly); null if not reported
redirectUrlstringnullrequired— URL the form redirects to after submission; null if unset
statusstringnullrequired— Form status as reported by Lawmatics (e.g. "active"); null if not reported
createdAtstringrequired— When the form was created, as an ISO 8601 timestamp
updatedAtstringrequired— When the form was last updated, as an ISO 8601 timestamp
rowsarrayrequired— Form layout as rows of components; input components carry the field IDs
[]object
componentsarrayrequired— Components laid out on this row of the form
1 field
[]object
7 fields
idstringrequired— Component ID. For input components (componentType "field"/"general_field") this is the form field ID — a key accepted by lawmatics_submit-custom-form (standard fields use readable IDs like first_name; custom/general fields use opaque IDs). Layout-only component IDs are not submit keys
componentTypestringrequired— Kind of component: "field" and "general_field" are inputs; "instructions" and "horizontal_divider" are layout-only. Other kinds exist (e.g. "booking_request")
simplifiedIdstringnullrequired— Friendly alias for the field ID, also accepted by lawmatics_submit-custom-form (e.g. "first_name", "custom_field_2263"); null when the API does not report one
fieldTypestringnullrequired— Value type for input components (e.g. "string", "integer", "boolean", "date", "list", "text", "lookup"); null for layout-only components or when not reported
labelstringnullrequired— Human-readable label shown on the form (HTML for instructions components); null when the component has none
requiredbooleannullrequired— Whether the field must be filled to submit the form; null when the API does not report it. Typically set on input components, but the API can return it on layout-only components too
listOptionsarraynullrequired— Selectable choices for "list"-type fields; null otherwise
1 field
[]object
2 fields
labelstringrequired— Display label of the choice
valuestringnumberrequired— Value to submit when this choice is selected

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