Monthly Deep Dive

Matter profile pages can quickly fill with details, especially for firms managing multiple practice areas or using a lot of custom fields. Our recent platform update gave users the power to customize the layout of their Matter pages, making it easier to surface the right information, reuse fields without duplication, and create a more organized experience for every user at their firm.

In this Deep Dive webinar, Devon Butler, product manager at Lawmatics, and Clare Struzzi, who leads the account management team, walk through how these new customizable matter views work and how firms can tailor them to better match their workflows.

Time stamps of key takeaways

8:00 – A tour of the updated Matter page design

Devon kicked off the session with a walkthrough of the redesigned Matter page. Some of the key updates she highlights include a customizable side bar, reorganized sections within Matter details, and the ability to control the placement of fields on the page.

18:42 – How to tailor your Matter Details tab

The new Matter Details page gives you the flexibility to choose which fields appear on this page and how they’re organized. In this section, Clare and Devon showed how this flexibility allows teams to structure information in a way that aligns with their workflows, making day-to-day tasks easier to navigate.

27:15 – Setting up role- or practice-specific configurations

Devon demonstrated how firms can configure different matter views based on user role or practice area, ensuring each team member sees only what’s relevant to their work. This helps reduce noise, improve usability, and keeps confidential information on a need-to-know basis.

35:50 – Managing and maintaining your configurations

The team covered how to update, refine, and manage these configurations over time, including how changes apply across matters. This ensures firms can continuously optimize their setup as workflows evolve without needing to rebuild from scratch.

42:10 – Creating a more streamlined matter management experience

The webinar wrapped with a look at how these updates work together to create a more focused and efficient matter management experience. By organizing information more intentionally, firms can reduce friction, save time, and keep teams aligned around the details that matter most.

Webinar slide deck

New lead intake breaks down when staff spend too much time on manual review. Some of those leads were never a fit for the firm in the first place, and in the time it takes to identify strong opportunities through manual review, those prospects might have already contacted another firm. When speed to lead is everything, firms can’t afford slow, inconsistent processes for qualifying and routing inquiries.

In this Deep Dive webinar, Devon Butler, product manager at Lawmatics, and Clare Struzzi, manager of the account management team, walk through how QualifyAI solves these problems in intake. They show how firms can design AI-driven qualification systems that surface the right leads earlier, automate next steps, and create a faster, more focused path from inquiry to conversion.

Time stamps of key takeaways

8:31 – Tailoring QualifyAI agents to your practice area

Devon shared how QualifyAI allows firms to design intake systems that reflect how they actually evaluate opportunities. Instead of treating every lead the same, firms can define what a strong case looks like in each practice area. QualifyAI compares leads to these criteria, as well as historical analysis of the firm’s cases, so the right matters rise to the top, weak fits are filtered out earlier, and intake teams spend their time where it counts.

34:52 – Using CoPilot to implement best practices

CoPilot is a chat interface that helps firms get started quickly with QualifyAI. Just type a prompt in CoPilot, and AI will automatically generate best-practice qualification criteria to match your practice area and jurisdiction. From there, you can refine the logic as needed, ensuring that your criteria are always up to date and consistent.

38:06 – How to trigger QualifyAI lead evaluations

Devon walked through how firms can automatically evaluate leads the moment key information is captured, typically through intake forms or matter creation. By connecting QualifyAI to workflows, intake teams can spring into action while a good lead is still fresh and ready to convert.

45:10 – Your lead has been qualified…now what? 

Once a lead is categorized, firms can automatically take the right next step: prioritizing high-value opportunities, requesting consultations or agreements, referring out cases that aren’t a fit, or closing the loop on rejected inquiries. The result is a more focused intake process that follows up faster on strong leads and reduces time spent on the rest.

Webinar slide deck

Law firms spend a lot of time on the same three problems: getting the right information from new leads, quickly signing prospects after they’ve been qualified, and knowing which marketing dollars are actually paying off. In this session, Product Manager Devon Butler and Account Management Lead Clare Struzzi walk through new and upcoming Lawmatics features that address each of those challenges, from QualifyAI lead evaluation to e-signature packets and upcoming Meta Ads tracking.

Time stamps of key takeaways

7:15 – Send one link for forms, signatures, and payment

16:13 – Add automation around packet completion

24:03 – Set up QualifyAI agents by practice area

31:25 – See the “why” behind each QualifyAI recommendation

45:11 – Track Meta Ads spend and leads automatically

Webinar slide deck

As we head toward the end of the year, our team revisited the most meaningful product updates of 2025 and how they’re reshaping the way firms work. All year long, our product work has centered on the same core goal: removing the obstacles that slow firms down. That’s meant bringing key information to the surface when teams need it, cutting out friction in the client journey, and giving staff clearer ways to build and maintain their processes across the platform.

Time stamps of key takeaways

8:15 – New, intuitive navigation

Devon walks through the redesigned navigation, which brings the most-used areas — like Matters, Pipeline, Calendar, Tasks, and Automations — into a cleaner, left-hand layout for quicker access. Reminders, emails, and other tools that had previously been scattered across the app now live in central, easy-to-find locations. The goal is simple: fewer clicks, clearer groupings, and a workspace that reflects how firms actually move through intake.

26:20 – Get key info faster with MMS

The team shows how firms can now receive MMS messages directly into Lawmatics, allowing clients to text photos or documents straight into their matter. It’s especially useful for practices like personal injury, where images of an accident or ID documents are often needed quickly.

31:18 – Manage your emails in one place

Email tools have been fully centralized, replacing the old model where templates lived in different corners of the app. Everything — from document send templates to automation emails — can now be created, edited, and organized in one place. Folders help firms manage growing libraries of emails, and each template can be applied across multiple documents without duplicate versions.

36:55 – Build and maintain automations with less effort

Devon and Clare highlight the refreshed automation experience, which makes appointment-based and date-based workflows easier to find, build, and understand. Relative timing is now built directly into each automation, and shared entry rules help firms avoid recreating the same logic dozens of times. Automation builds can also now be grouped in folders, similar to how you organize your email library.

45:18 – Additional highlights

The session closes with a handful of smaller but long-requested additions, including improvements to round-robin scheduling, password-protected forms, Message Center filters, auto-pay for billing, and color-coded appointment types to make dense calendars easier to read.

Webinar slide deck

About the session

Behind every great client experience is a system quietly keeping things on track. The newest automation updates in Lawmatics build on that foundation, making it even easier to build and manage their automated workflows.

In this session, Devon Butler and Clare Struzzi walk step-by-step through what’s new. They cover trigger-based automations, appointment workflows, shared entry rules, and a simple way to organize everything in folders. Together, these improvements give firms even more control, flexibility, and time back in their day.

Webinar slide deck

Booking a consultation might seem like a small step in the client journey, but it’s often where momentum is either gained or lost. When scheduling feels smooth, clear, and personalized, it sets the tone for everything that follows.

This month’s Deep Dive webinar focused on how to use Lawmatics to streamline scheduling, reminders, payments, and event registrations. Hosted by Product Manager Devon Butler and Clare Struzzi, manager of the account management team at Lawmatics, the session covers everything from customizing availability to collecting payments through booking forms.

Time stamps of key takeaways

8:19 – Appointment scheduling options

Devon walks through how to set up your calendar, including working hours, buffer times, and rolling booking windows. She also explains the difference between general availability and appointment-specific settings. Clare clarifies how two-way sync works and when to use appointment-type-specific rules to better control your calendar.

21:51– Using appointments with forms

This section focuses on how clients book appointments through forms. Devon shows how to embed booking blocks in custom forms, with options like selecting hosts, adding additional attendees, and applying conditional logic. Clare shares examples of firms using location- or attorney-based fields to dynamically display the right booking options.

33:20 – Setting up confirmations and reminders

Next, Devon and Clare show how to create personalized confirmations and reminders using appointment-specific emails or texts. They walk through how to assign emails based on appointment type, location, or practice area, and explain when to use general messages vs. detailed ones with merged info like Zoom links or physical addresses. They also break down the differences between confirmation and reminder timing.

40:25 – Collecting payments for appointments

Devon demonstrates how to add payment fields to forms using LMPay, including setting fixed fees and applying conditional logic based on form answers. Clare explains common use cases, like toggling payment fields based on consultation type or practice area. This lets firms collect fees at the time of booking and avoid chasing payments later.

46:23 – Building and managing events from within Lawmatics

Webinar slide deck

Devon explains how to create and manage group events, like webinars or workshops, directly in Lawmatics. She walks through setting up event types, adding registrants manually or through forms, applying registration caps, and using automations and tags to track registrants or trigger follow-ups.

Documents are a critical part of any legal intake, but they’re also one of the easiest places for things to get messy. Whether it’s missing information, outdated templates, or slow turnaround times, small issues can add up fast. That’s why it’s so important to have a document workflow that’s tightly connected to the rest of your process, especially when it comes to forms, automations, and e-signatures.

Hosted by Product Manager Devon Butler and Clare Struzzi, manager of the account management team at Lawmatics, the session walks through how to use Lawmatics to build dynamic documents, pull in the right data, and automate the intake process all the way through to a signed agreement.

Time stamps of key takeaways

7:15 – Creating a new document

Devon walks through how to build a document using the Start Fresh option in Lawmatics, which is the recommended editor. She covers everything from adding headers and footers to inserting merge fields and signature blocks. Clare also shares tips on how to handle formatting, like where to place page breaks and how to use conditional logic blocks effectively based on practice area, without needing separate documents for each.

21:00 – Customizing content with merge fields

In this section, Devon explains how merge fields pull in data from both the contact and matter to personalize each document. She shows examples like merging in retainer amounts, scope of representation, and current dates. Clare also highlights how firms often use consultation notes forms to pre-fill these fields, so everything’s ready to go by the time a document is sent.

29:32 – Sending forms / merging data from forms

Devon and Clare walk through how forms and documents work together. Using a form lets you collect the exact information needed to populate an e-signature doc, things like fees, payment plans, or incident details. They also cover when to set fields as required and explain when to trigger sends in an automation, as opposed to manually reviewing before sending.

36:18 – Internal vs external forms

Not all forms are built the same. Devon explains that internal forms can’t be sent via automation — even to internal users — so marking a form as external is key when it's part of a workflow. They also share how to pre-fill fields like lead attorney using hidden defaults, and how to time form delivery (e.g., sending to a lead attorney 10 minutes before a consultation) using appointment-based automations.

Webinar slide deck

Firms spend serious time and money bringing in new leads, but when it comes to knowing which efforts actually drive revenue, the picture is often fuzzy. Without reliable source tracking and clear reporting, it’s hard to tell where your marketing budget is paying off and where it’s getting wasted.In this month’s Deep Dive, Product Manager Devon Butler walks through how to set up and optimize marketing attribution in Lawmatics, from source creation to custom ROI reports and dashboards that help you make smarter, faster decisions.

Time stamps of key takeaways

8:13 – Set up marketing sources to start tracking

Devon begins in the settings page, where she demonstrates how to create a clean hierarchy of sources and campaigns. She highlights the importance of tracking costs for each source, from digital ads to referrals. This setup lays the foundation for accurate attribution and reporting later in the client lifecycle.

14:49 – How sources are assigned and tracked

Once sources are configured, Lawmatics automatically assigns them to new leads using form UTMs, CallRail tracking, or embedded snippets on your site. Devon breaks down how attribution is preserved throughout the client journey, from first click to hire. She also outlines common missteps, like missing UTMs or unlinked forms, that can cause breakdowns in source tracking.

24:17 – Monitoring ROI

The ROI Tracker gives a side-by-side view of each source’s leads, hires, revenue, spend, and return. Devon explains how the data flows directly from the marketing source setup and shows examples of real performance breakdowns. This report helps firms understand which channels are producing value and which ones aren’t.

36:18 – Creating a custom report and dashboard

To better understand what’s driving ROI, Devon builds a custom report that breaks down lead conversion by salesperson. She uses that as one example, noting that you can report on anything from practice area performance to time-to-hire. Once created, reports can be added to a dashboard so your most important metrics are always front and center, making it easy to track trends, spot issues, and share insights with your team.

Webinar slide deck

Intake is often the first real interaction a prospective client has with your firm — and the experience matters. The right form doesn’t just collect information; it sets the tone, guides the conversation, and lays the groundwork for everything that follows. That’s why building a single, thoughtful intake form can have an outsized impact on your workflow, your team’s efficiency, and how clients experience your brand from day one.To dig into what that looks like in practice, Lawmatics Product Manager Devon Butler teamed up with Clare Struzzi from our account management team for this month’s Deep Dive webinar. They covered everything from the fundamentals of form building to more advanced features like conditional logic and automation triggers.

Time stamps of key takeaways

7:00 – Custom form builder

Devon kicks things off with a walkthrough of the custom form builder, starting with the basics like naming conventions and form types. She also explains the different field types you can use (standard, contact, matter, company) and how to think about them when building a form that fits your intake process. The focus here is on creating something that’s both flexible and easy for your team to use consistently.

15:41 – Adding advanced elements

Devon and Clare go over enhancements like booking blocks, file uploads, and general form-only fields. General form-only fields live only on the form and don’t clutter up your matter pages — great for questions you don’t need to track long-term, like a detailed list of client assets. This portion also covers relationship blocks, perfect for collecting info for a client’s spouses or kids.

29:51 – Using conditional logic for smarter forms

Here, Devon introduces a key strategy: using conditional logic to tailor the form experience. Instead of overwhelming people with a wall of questions, you can have fields appear only when they’re relevant, like only showing spouse info when "married" is selected. Conditional logic is also a handy way to trigger follow-ups or route leads to the right next step, depending on how they answer.

37:02 – Trigger automations with form responses

Devon shows how you can connect your forms directly to automations. For example, if a consultation gets booked, an email or text confirmation goes out automatically. The key is using custom and standard fields to kick off the right workflow, so your team doesn’t have to remember to do it manually.

Webinar slide deck

Chasing down payments? Not exactly the dream when you started your law firm. Whether it’s prospects who never paid their consultation fee or leads dragging their feet on a retainer, the early stages of client onboarding can get bogged down fast. And when payment isn’t built into your intake process, it usually falls on someone’s shoulders to follow up, again and again.In this month’s Deep Dive, Lawmatics Product Manager Devon Butler walked through how to make payments a seamless part of your intake process. Joined by Sr. Director of Customer Success Johnny Bissell, she demoed how to add fees to forms, automate retainer collection, send receipts without lifting a finger, and keep tabs on every transaction along the way.

Time stamps of key takeaways

8:45 — Add consultation fees directly to your intake forms

Devon shows how easy it is to drag and drop a payment block onto your intake form using LMPay. You can set a flat fee, pick the bank account, and even use conditional logic to adjust pricing based on client responses. Johnny points out that this flexibility makes it simple to create one form that works for multiple appointment types.

15:41 — Collect retainers as part of your intake process

Need to collect a retainer before officially taking on a client? Devon walks through how to build that right into your automations — so once someone signs an agreement, the invoice goes out automatically. Johnny jumps in with ideas for customizing this based on package types or service tiers, making the process feel personal and polished.

32:43 — Automatically generate and send payment receipts

As soon as a payment is processed, Lawmatics can immediately send out a receipt. Devon shows how to tailor what’s included, like attaching the original invoice or just the receipt. It’s all handled behind the scenes, and yes, it waits until ACH payments actually clear.

35:07 — Monitor payments received from prospective matters

Keeping tabs on payments is simple with the invoices and activity views. Devon demos how to track what’s been paid, what’s still processing, and what might’ve failed. You can even issue refunds, if needed. Johnny notes that with the Time & Billing add-on, you can go even deeper, slicing your data by team member, payment method, or client type.

Webinar slide deck

Running a law firm means managing a lot of moving parts — from new inquiries and consultations to signed agreements and onboarding, let alone billable work. The more your pipeline grows, the more important it becomes to have systems that keep everything moving smoothly and nothing falling through the cracks. That’s where automation steps in — not just to save time, but to help you build a more scalable, conversion-ready intake process.In this month’s Deep Dive, Lawmatics Product Manager Devon Roth is joined by Clare Struzzi, manager of the account management team, to walk through how to get even more out of your automations and pipeline setup, so your firm can continue to grow.

Time Stamps of Key Takeaways

4:50 — Build an intentional pipeline

The webinar kicks off with Devon and Clare outlining how to build a clean, intentional intake pipeline that works across all practice areas. Rather than juggling multiple pipelines, they recommend one universal structure with milestone-based stages. Clare also shares tips from onboarding calls about using filters and tags to keep it flexible without adding complexity.

9:22 — Automate key workflows

In this section, Devon demonstrates how automations can replace manual tasks — like sending emails, changing statuses, or converting leads — so your team can focus on high-touch client work. The takeaway: Automation isn’t just about speed — it’s about setting your firm up to scale responsibly.

27:00 — Using triggers and actions

This section covers the full automation lifecycle, from what sets a workflow in motion to what happens next. Devon breaks down key trigger types like form submissions, document completions, and field updates, then transitions into a demo of how to stack actions such as emails, tasks, delays, and conditionals. Clare adds strategic context around using advanced logic, testing automations with dummy matters, and avoiding common missteps.

43:59 — Exit conditions and next steps

In the final segment, Devon and Clare demonstrate how exit conditions ensure automations stop when a lead hires, is lost, or moves forward, preventing redundant follow-ups. A key example is the engagement agreement: Once it’s signed, Lawmatics can automatically convert the lead to a hired matter, trigger a welcome packet, and end any drip campaigns still running. Your hosts wrap by emphasizing the importance of sub-statuses for tracking lost leads and using conversion actions to maintain clean data and syncs across systems.

Webinar slide deck

Running a law firm means juggling a million moving pieces — marketing, client communication, team workflows, and of course, getting paid. Wouldn’t it be nice if more of that just... took care of itself? In our latest Deep Dive webinar, we shared some exciting new features designed to do just that.Your hosts, Lawmatics Product Manager Devon Roth and Sr. Director of Customer Success Johnny Bissell, walked through the newest and upcoming features designed to help law firms work more efficiently and drive growth. From enhanced marketing integrations to improved communication tools and smarter financial workflows, these updates are built to make a real impact on your firm’s success.

Time Stamps of Key Takeaways

9:00 — Google ads integration improvements

Google Ads integration has been enhanced to automatically import UTM values from your ad campaigns. This means that instead of manually tracking and entering UTM data, Lawmatics will now capture it automatically and sync it to your marketing sources. Additionally, Google Click IDs (GCLIDs) are now supported, allowing for more precise conversion tracking.For firms investing in Google Ads, this update eliminates the hassle of manually tracking ad performance. With automatic UTM imports and GCLID tracking, firms can send offline conversion data back to Google via Zapier, providing a clearer ROI picture for paid campaigns.

16:18 — MMS messaging

One of the most highly requested features, MMS messaging, is coming soon to Lawmatics! While firms have long been able to send and receive standard text messages, this new functionality allows clients to send images directly via text. This is particularly valuable for personal injury and family law firms, where clients frequently need to share accident photos, medical documents, or other case-related images.

23:25 — User activity reports

To enhance firm oversight and productivity tracking, Lawmatics is introducing User Activity Reports. These reports will log every action taken by every user, including emails sent, SMS activity, document shares, appointments scheduled, and more. With filtering options by user, action type, and date range, firms can quickly analyze performance, identify trends, and optimize workflows.

33:14 — Surcharging

For firms using LMPay Version 2, a new surcharging option allows firms to automatically add a 3% processing fee to credit card transactions. This helps firms offset processing costs without increasing service fees for all clients.

Webinar slide deck

Running a law firm means juggling a lot of moving pieces — client communications, case details, marketing efforts, and scheduling, just to name a few. Without the right tools working together, things can get messy fast. That’s where Lawmatics integrations come in. Instead of wasting time on duplicate data entry or switching between disconnected platforms, you can automate key processes and keep everything in sync.In our latest Deep Dive Webinar, Lawmaticians Devon and Clare walked through how these integrations make day-to-day operations smoother, from keeping calendars updated to tracking marketing performance. Let’s break it down.

Time Stamps of Key Takeaways

0:00 — Why integrate?

Devon and Clare kick things off with an overview of how integrations generally work, and a glimpse at the full library of native Lawmatics integrations. They outline how integrations can really take the busywork out of your day to day, keeping everything in sync, from case management and marketing to client communication.

9:39 — User integrations

Devon and Clare dive into user integrations, which sync applications with Lawmatics for individual users within your firm. Email sync automatically logs client messages and attachments in Lawmatics, reducing inbox clutter and keeping communications organized. Calendar sync prevents scheduling conflicts by updating availability in real time. The Zoom integration ensures virtual meetings are seamless by generating and embedding links directly into invites. Since these are user-specific, each person needs to enable them individually, but once set up, they make day-to-day tasks far more efficient.

20:44 — Call integrations

Law firms handling high call volumes can track and manage inbound and outbound calls directly within Lawmatics. The RingCentral integration enables outbound calls directly from a matter, while also logging inbound calls for easy reference. CallRail takes tracking a step further by offering recorded call playback and marketing insights, allowing firms to analyze call performance.

28:23 — Case management integrations

Lawmatics integrates with leading case management platforms to ensure a smooth transition from intake to ongoing case work. Our hosts took a closer look at how Lawmatics syncs with Clio Manage, automatically transferring client and matter details, documents, and notes at the point of conversion. They also discuss some of the differences between our integrations with some of the other popular case management systems.

37:42 — Marketing integrations

Law firms need clear insights into where their best leads are coming from, and Lawmatics integrations make that easy. The Google Ads integration pulls campaign data and ad spend directly into Lawmatics, helping firms measure return on investment without jumping between platforms. (Devon also teased upcoming improvements to this integration!) CallRail plays a role here, too, by tracking call sources so firms know exactly which campaigns are driving inquiries.

41:00 — For everything else, there’s Zapier

When a direct integration isn’t available, Zapier fills the gap by connecting Lawmatics to thousands of additional applications. Whether linking with Calendly for scheduling, Google Sheets for tracking, or various case management and payment platforms, Zapier automations work like Lawmatics workflows — triggering actions to keep data in sync.Check out our entire catalogue of integrations at lawmatics.com/integrations.

Webinar slide deck

Kicking off the year with a bang, we’ve introduced a fresh, intuitive user interface built for you! From reorganizing your favorite tools to creating a more intuitive workflow, this redesign is designed to save you time and simplify your day-to-day. We know change can be exciting — and maybe a little daunting — which is why we couldn’t wait to walk you through the new Lawmatics interface. Let’s get straight into it.

Time Stamps of Key Takeaways

0:00 — Why the new look?

Your host, Lawmatics Product Manager Devon Roth, kicked things off with a walkthrough of why we’ve revamped the UI. This redesign is all about making things easier for you. We’ve streamlined the layout, made the interface more intuitive, and focused on functionality — so you can spend less time clicking and more time doing.

9:39 — New tabs on the side navigation

Dashboards, Matters, and Pipelines are now just a click away with new tabs on the side navigation — no more digging through menus! We also gave Dashboards its own special tab outside of the Lawmatics logo, so it’s quicker than ever to check in on your numbers.

12:58 — Automations and reminders reorganized

Our previous interface sometimes required users to hunt through different locations in the app to set reminders for specific moments in the client journey. But good news: You can now manage all your reminders in one place under the new Reminders tab. You'll also notice that all of your automations can now be found under the new Workflows subtab.

16:22 — Marketing made more intuitive

The new Marketing tab is organized to follow the flow of your campaigns, from building email templates to selecting audiences and launching your outreach. We also regrouped event management tools here since seminars and webinars are often key to attracting new clients. Previously, these tools were part of the CRM tab, but this update brings together all marketing-related features into one place.

27:43 — People at the center

Just like Marketing, the People tab includes features that were previously grouped under the old CRM heading. We’ve restructured and decluttered this section, making it easier to navigate. Whether you’re adding new contacts or updating existing ones, the streamlined layout helps you quickly find what you need.

29:09 — Docs & Forms

This tab is your one-stop shop for receiving and sharing information with your clients, whether it’s intake forms, e-signatures, or file requests. It’s also the home of other firm files that were previously grouped under the old Assets tab, like premade welcome packets for new clients.

32:13 — Q&A and recap

We left plenty of time to talk through questions about all the changes in the new interface. Devon touched on the Reports and Time & Billing tabs, which remain largely unchanged, and clarified where to find tools that might have moved. It’s a great segment to watch if you’re wondering, “Wait, where did that feature go?” We also shared tips to help you make the most of the updates and collected feedback for future improvements.

Webinar slide deck

Using Lawmatics is like owning a high-performance sports car—it’s engineered to deliver speed, precision, and efficiency. And the real magic happens when you push the limits and discover just how much it’s capable of. This month’s webinar zeroed in on five features that can elevate your workflows, helping you go faster, work smarter, and drive greater profitability at your firm.From automated conflict checking to ROI tracking and targeted marketing campaigns, these tools aren’t bells and whistles; they’re the difference between coasting and cruising at full throttle. Whether you’re looking to simplify day-to-day operations or rapidly grow your firm, this session was packed with strategies to make it happen.

Time Stamps of Key Takeaways

5:39 — Manual and automated conflict checking

To kick things off, Devon breaks down how both manual and automated conflict-checking options can safeguard your client intake and case management processes. Through clear, real-world examples, she shows how automations not only reduce risk but also save you hours of repetitive work

17:48 — Document templates and one-offs

Next, Devon introduces the powerful document creation tools within Lawmatics. From building time-saving templates to sending one-off documents, she highlights how these features help to maintain consistency and save time in your client communications.

31:31 — Tracking return on investment (ROI)

Devon highlights the ROI tracker, a powerful tool that turns your data into actionable insights. With a clear view of your return on investment, you’ll gain the upper hand in evaluating your marketing efforts and driving smarter business decisions.

37:17 — Create targeted market campaigns

Devon then dives into the marketing suite in Lawmatics, emphasizing the creation of targeted marketing campaigns that resonate with your audience. With practical tips on leveraging data and built-in features, she demonstrates how to refine your strategies and connect with your ideal audience more effectively.

45:48 — Event management

Devon wraps up this webinar by going over event management capabilities within Lawmatics. She details how users can organize and manage events seamlessly, leveraging tools that allow for event tracking and integration with other features to ensure smooth operation.