Lead Autopilot provides dedicated AI-powered intake specialists for legal firms and integrates seamlessly with Lawcus to ensure all lead and matter information remains accurate and up to date.
This integration allows firms to automate their intake operations by syncing lead data, call activity, notes, documents, and pipeline updates directly into Lawcus. While Lead Autopilot manages inbound and outbound intake interactions, Lawcus remains the system of record for contacts, leads, and matters.
What the Integration Supports
The Lead Autopilot and Lawcus integration enables the following capabilities:
Automatic Lead Sync: Intake leads from Lawcus marketing funnels are instantly synced into Lead Autopilot for timely outreach.
Outbound Follow-Up: AI-powered intake specialists proactively follow up with leads to improve conversion rates.
Inbound Coverage: Full receptionist-style support, including call handling, phone routing, and intake assistance.
Document & Questionnaire Handling: AI intake specialists can send, collect, generate, and upload documents and questionnaires directly into Lawcus.
Custom Field Updates: Custom fields in Lawcus are automatically updated to keep lead and matter data clean and consistent.
Pipeline Automation: Leads move through the Lawcus intake pipeline based on engagement, qualification rules, and intake outcomes.
How to Integrate Lead Autopilot with Lawcus
The integration automatically tracks the time spent on calls, transcribes and summarizes conversations, and allows attorneys to save call notes directly into Lawcus.
Steps to integrate Lead Autopilot with Lawcus
Log in to your Lead Autopilot account.
Navigate to Project > Integrations.
Search for Lawcus.
Click Connect.
Log in to your Lawcus account when prompted and authorize access.
Once authorization is complete, the integration will be active.
Prerequisites
Before connecting the integration, ensure that:
You have active accounts for both Lead Autopilot and Lawcus
You have admin or owner access in Lawcus
Required fields and custom fields are properly configured in Lawcus.
Support
For additional assistance, contact Lead Autopilot or Lawcus Support. When reaching out, include your firm name, integration status, and example records or timestamps to help the support team investigate efficiently.