Connect your Symplicy form to Septeo Lawyer Solutions

What can you achieve with the integration?

• Stop wasting your time manually transferring information into Septeo Lawyer Solutions. You can automate this thankless task.
• Once activated, this integration ensures that every time a new form is received, a contact and a case file are automatically created or updated in your law firm management software.
• You easily keep your contact list clean and accurate at all times, with zero effort on your part.
• Map any question from your Symplicy form to a field in your Septeo Lawyer Solutions contact record or case file, along with all the response data from your Symplicy form.
• Organise your data and avoid confusion between multiple sources: everything sits in Septeo Lawyer Solutions, ready to be used and analysed, whether you are drafting a letter to your client, a procedural document, your submissions, your individual client risk assessment (anti-money laundering compliance), or reviewing the performance of your practice.

How does the integration work?

Let Symplicy create your contact record and case file in Septeo Lawyer Solutions (Air or Néo). The Symplicy smart form structures, analyses and qualifies every client request before it reaches you in your practice management software.

The steps to follow:

1. Ask your client to fill in a Symplicy form.

2. As soon as your client has completed and submitted the form, you receive it in your inbox.

In that notification email, click the Secib button. You will find it at the bottom of the email.

3. Clicking the Secib button automatically creates a complete case file and a contact record in your practice management software.

All the essential information is already filled in across the various fields of the case file and the contact record.

4. Once the data has been imported, log in to your Secib account.

You can review the imported data and start putting it to work.

How do you activate the integration?

Step 1 – On the Symplicy side:

• Go to the login page: https://app.symplicy.com/.
• Log in with your email address and password.
• Click on the settings menu.

• The menu opens and displays the “Law firm” section. Click on this section.

• Within this section, select the “Integrations and applications” menu.

• You can activate the integration using the toggle button provided. In some cases it may already be switched on, as we have done it for you. If it is already active, you can move on to step 2.

Step 2 – On the Secib side:

For the connection between your Symplicy form and your Secib to work properly, a default responsible user must be defined for Symplicy forms.

You therefore need to create this user in your Secib.

• Go to your Secib.
• In the Secib settings, add a user.
  • In the Login field, enter: Symplicy
  • In the Name field, enter: integration
• Confirm

 

 

• Everything is set. The connection is now active.