Tip: Creating matters in Hivelight and then syncing them to your practice management system can be a great way to manage your intake process.

Create the matter in Hivelight.

Open the matter and click on the options button next to the matter name.

Select "Sync to [Practice management system name]"

Hivelight will then guide you through any additional information that you need to add to your matter in order to sync it to your practice management system. This is dependant on what the API of your practice management system requires.

Once all the required information has been added click on 'sync' to sync the matter to your practice management system. Depending on the level of demand being placed on your practice management system's API by other customers at the time, it may sync quickly or it may take a few moments.

Once done, you'll be able to open directly to that matter in your practice management system from the matter in Hivelight.