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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.

Submit Custom Form (lawmatics_submit-custom-form)

Submit an entry to a Lawmatics custom intake form, creating a Prospect (matter) or Contact record. Field values are sent as a map of form field ID to value; get the form's field IDs from lawmatics_get-custom-form first. Upstream, Lawmatics serves this endpoint without authentication (it powers public intake forms); this tool still calls it with the org's credentials and requires editor access.

Tool Input

customFormIdstringrequired— UUID of the custom form to submit an entry to(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}$)
fieldsobjectrequired— Map of form field ID to the value to submit. Field IDs come from lawmatics_get-custom-form (rows[].components[].id): standard IDs (e.g. first_name), opaque custom-field IDs, or v2 IDs (e.g. custom_field_2263). Values are scalars; for list fields use a listOptions value
[key: string]stringnumberboolean
utmSourcestring— Optional source tracking value (the utm_source field)
utmCampaignstring— Optional campaign tracking value (the utm_campaign field)
referringUrlstring(uri)— Optional referring URL for tracking (the referring_url field)

Tool Output

idstringrequired— ID of the record the submission created
typestringrequired— Kind of record the submission created: "prospect" (a Lawmatics matter) or "contact"(enum: "contact", "prospect")
firstNamestringnullrequired— First name on the created record; null when the form did not set one
lastNamestringnullrequired— Last name on the created record; null when the form did not set one
emailstringnullrequired— Email address on the created record; null when the form did not set one
createdAtstringrequired— When the record was created, as an ISO 8601 timestamp
updatedAtstringrequired— When the record was last updated, as an ISO 8601 timestamp