News & Updates

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

As law firms grow, so do the complexities of managing both new leads and active cases. That’s why firms turn to purpose-built software to support each phase of the client journey, from intake to active cases and beyond. But having the right tools isn’t enough. Growth doesn’t come from stacking tools; it comes from connecting them in ways that simplify work and strengthen the client experience.In our latest webinar, we were joined by Amanda Connolly, senior account manager for partnerships at MyCase, to break down the differences between CRM and case management platforms, and how the two software complement each other over the course of the full client journey.

Time stamps of key takeaways

6:59 — Defining CRM and case management

Blake and Amanda opened the session with a clear breakdown of CRM versus case management platforms. CRMs are designed to manage leads and long term relationships, while case management systems take over once a client signs on. Think of the CRM as your engine for intake, marketing, and referrals, and case management as your legal operations hub.

11:21 — How the platforms work together

It’s important to view the client experience as a full journey, from first touch to final invoice. CRMs help with both prospects and former clients, while case management handles everything for active matters. Integrated properly, the two systems ensure a seamless, end-to-end experience for both clients and staff.

23:22 — Tracking & reporting across systems

Tracking data across both platforms provides valuable visibility into what’s working and where things fall off. By combining CRM and case management insights, firms can uncover trends, identify bottlenecks, and make better-informed business decisions all from a single source of truth.

27:29 — Keys to success for scaling systems

Rather than piling on more tools, growth-minded firms focus on making their existing systems work smarter. Blake and Amanda shared practical tips for aligning tech with firm goals, building simple and effective processes, and setting teams up for success through thoughtful implementation and training.

41:03 — Highlights from the Q&A

The Q&A touched on common pain points and practical solutions. Attendees asked about syncing data across platforms, training teams effectively, and where automation adds the most value. One clear takeaway: Firms want technology that feels like an extension of their team, not another tool to manage.

Webinar slide deck

In a crowded legal market, it’s not enough to simply generate leads. You need a clear plan for what happens next. That’s why we recently teamed up with CallRail’s Chris Nelson — to walk through how law firms can keep prospects engaged from first contact all the way through completed intake.This session covered what today’s legal consumers expect, how to tailor your communication, and how to build a workflow that drives more conversions with less manual effort. Below, we’ve rounded up the key takeaways and timestamps so you can jump right in.

Time stamps of key takeaways

6:55 — Why slow follow-up costs firms clients

Blake and Chris open the session by emphasizing how the legal buyer’s journey has changed — and why firms need to rethink their follow-up process. Most prospective clients reach out to law firms by phone, and 78% of clients hire the first firm to respond. These trends in client behavior mean law firms need a clear strategy to keep prospects engaged and moving forward at every step.

22:50 — Understanding who you’re targeting & how to reach them

Blake walks through how to define client personas based on practice areas, goals, and psychographics — and how those insights shape your communication. When you understand what your ideal clients care about and how they prefer to interact, it becomes easier to send the right messages at the right time. As Chris puts it, nurturing leads is like preparing a case for trial: Know your audience, tailor your message, and connect in a way that resonates.

40:44 — Map your process and prioritize the right leads

Chris stresses that there’s no one-size-fits-all approach to follow-up. Your workflow should reflect your firm’s goals, client expectations, and available resources. Together, he and Blake walk through how to break down your intake and follow-up process into specific stages, track what’s working, and continuously refine from real client behavior. They also introduce lead scoring as a way to gauge readiness and ensure you're spending time on the right prospects.

48:56 — Let technology do the heavy lifting

Blake and Chris close by showing how tools like Lawmatics and CallRail reduce the burden of manual follow-up. Automation handles things like scheduling emails and prompting reminders, while reporting tools give visibility into open rates, drop-offs, and what messages actually convert. Together, these tools help firms avoid missed opportunities, without adding more work to the day.

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

It’s not just about landing the client — it’s about what happens next. For most law firms, the biggest growth opportunities aren’t in getting more leads, but in doing more with the ones they already have. From intake to invoicing to ongoing engagement, there are countless touchpoints where firms either build long-term value — or lose it.In this Lawmatics webinar, Brent Harkins, chief marketing officer at US Legal Marketing Group, laid out seven high-impact ways to strengthen the client journey and increase the lifetime value of every relationship. Whether you’re looking to improve your intake process, tighten up billing, or boost referrals, these key takeaways are a blueprint for getting more out of the work you’re already doing.

Time stamps of key takeaways

6:38 — Improving intake & consultation processes

Intake is your first impression — make it count. Brent recommends treating it like a concierge experience: align messaging, set expectations, and automate where you can. The most overlooked step? Simply tell them you want to represent them.

16:18 — Providing exceptional client experience

Clients remember how you made them feel. Consistent updates, clear communication, and a personal touch go a long way. Brent shared how standardized systems and team-wide trainings help his firm deliver that “white glove” experience at scale.

22:09 — Optimizing billing & accounts receivable

Clear, predictable billing builds trust. Brent’s firm uses bi-weekly invoicing and replenishing retainers to keep cash flow steady and clients informed. He also shared creative A/R strategies like third-party payers and managed receivables.

34:24 — Cross-selling & upselling legal services

Clients don’t know what they don’t know — so educate them early. Brent’s team uses newsletters and trained staff to surface relevant services, like estate planning post-divorce. As Brent put it: It’s about adding value, not squeezing dollars.

45:40 — Strengthening client retention & repeat business

Strong client relationships don’t end when the case does. Brent emphasized personal connection and follow-up — even something as small as using a client’s child’s name. Ongoing communication via email or social helps keep your firm top of mind.

49:48 — Referral marketing & reputation management

Your reputation is your silent salesperson. Brent walked through how to turn clients into advocates by sharing success stories (with permission), strategically timing review requests, and staying active with referral partners.

55:25 — Maximizing value with data & CRM automation

Law firm growth runs on data. Brent stressed the importance of clean data, smart automation, and a CRM that keeps everything connected. Just don’t lose the human touch — automation should support relationships, not replace them.

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

When a client needs to send over a copy of their ID or an accident photo, they’re not looking for a complicated process. They don’t want to log into a portal, track down your email address, or dust off the household scanner. They want to do what they already do dozens of times a day: take a picture on their phone and hit “send.”Now, they can — directly to your firm’s text thread.We’re excited to introduce MMS messaging in Lawmatics, a new add-on feature that makes it easier than ever for clients to share what you need. With MMS enabled, your clients can send photos and other media files straight to your firm via text message, no extra steps required. It’s fast, convenient, and designed for the way people actually communicate today.And because it all flows into Lawmatics, your team gets complete visibility — without ever chasing an email or wondering where that document went.

Why law firms need MMS

Law firms have long used SMS in Lawmatics to confirm appointments, send reminders, and streamline the intake process. It’s a fast, reliable way to keep communication moving — especially during those early client interactions where speed and clarity matter most.Now, with the addition of MMS, there’s an even more convenient option when a client wants to share something visual. Whether it’s a photo of a document or an ID, clients can send it directly by replying to a text message — no need to switch to email or upload through another system.For clients who are on the go or not especially tech-savvy, it’s a natural extension of how they already use their phones. And for firms, it’s a simple way to keep all communication in one place. A quick handoff of information is especially useful in early-stage conversations, where momentum can mean the difference between a retained client and a lost opportunity. It also helps prevent small delays from snowballing; when an item isn’t in-hand, you can’t move forward.

How MMS messaging works

MMS is an add-on feature that builds on your existing SMS capabilities in Lawmatics. Once enabled, clients can simply reply to your text with a file.Supported file types include standard formats like .jpeg and .png. You’ll see incoming media directly in the conversation thread within Lawmatics. From there, your team can take whatever next step is needed — whether that’s moving the intake forward, assessing the file in the client’s record, or triggering an automation based on the update.

Where MMS makes the biggest impact

While MMS is helpful across the board, in some practice types, the convenience can be a game-changer.Take personal injury, where documentation often includes real-time photos of injuries, accident scenes, or vehicle damage. Now, they can just text it, and you’ll receive it within seconds. And because Lawmatics is SOC 2 Type 2 and HIPAA compliant, your firm can safely receive even sensitive medical or personal records through MMS without worrying about where or how those files are stored.Alternatively, in immigration law, there’s often a long list of required documents: passports, visas, birth certificates, proof of residency, and more. Clients may not have ready access to email or may be coordinating with family members across borders. MMS lets them send what they have on hand right away, without needing a laptop or scanner.Even in estate planning, family law, or criminal defense, there are plenty of moments where a client needs to share a physical document, handwritten note, or piece of mail. With MMS, they can take a photo and send it through the text thread they’re already using to communicate with your firm. It’s easy, intuitive, and completely in line with how they already use their phones.

Built for a client-centered experience

For your firm, MMS means fewer delays, fewer follow-ups, and fewer dropped balls. For your clients, it means a legal process that feels more responsive and modern. Instead of “please send that via email when you get a chance,” they hear: “you can just text it.”And that shift matters. When clients feel like it’s easy to work with you, they’re more likely to follow through, stay engaged, and trust the process. And when your team has the files they need, exactly when they need them, they can serve clients more efficiently and effectively.

Getting started with MMS

At the end of the day, adding MMS support is about reducing friction in one of the most common parts of the legal journey: sharing photos and documents. Your clients expect to communicate with you as easily as they do with friends or family — and now, they can.If you're already using Lawmatics, enabling MMS is a simple upgrade. Once the feature is activated on your account, all incoming client messages will support media attachments, with no extra setup required on your end. To enable MMS for your firm, just reach out to your account manager or use this form to sign up.Not using Lawmatics yet? Get a demo to see how our platform helps law firms streamline communication, automate intake, and deliver a better client experience from day one.

In today’s competitive legal market, it’s not enough to simply have a digital presence — your online footprint needs to be fast, credible, and built to convert. In our latest webinar, we teamed up with the experts at Civille to break down exactly how law firms can strengthen their online presence and turn digital interest into real-world results. From the latest changes in search behavior to practical steps you can implement right away, here’s a recap of the insights.

Panelists

Blake Roberts

Director of Business Development,Lawmatics

Jess Stricklin

VP of Sales,Lawmatics

Eric Giroux

COO,Civille

Wes Lungwitz

Co-founder & Managing Partner,Civille

Time stamps of key takeaways

8:53 — The evolving digital landscape

Eric opened with a look at how the digital game is changing in 2025. The “mobile-first” mindset is more important than ever — but now it’s about fast-loading, lightweight content that works well even on weak mobile connections. He showed how Google’s AI-generated overviews are shifting how search results appear and explained why law firms should aim to be the source of the answers Google displays.

17:00 — Key components of a high-converting digital presence

The panel discussed what makes a website not just visible, but effective. Eric broke down how multi-step forms reinforce that a firm understands a visitor’s specific needs. Wes emphasized the value of regularly publishing useful, localized content and pointed to “E-E-A-T” (experience, expertise, authority, trust) as the standard Google uses to determine credibility. Reviews, case studies, and an optimized Google Business Profile also play a major role in turning visits into leads.

38:41 — Turning digital traffic into clients

This section focused on bridging the gap between traffic and conversion. Eric gave a live demo of an example using Lawmatics, showing how an appointment booked on a website instantly populates in the software. Jess then explained how automated workflows pick up from there, sending intake forms, confirming appointments, and triggering next steps. For firms struggling to keep up with growing lead volume, automation was framed as not just helpful, but essential.

53:11 — Actionable steps for law firms

To wrap things up, the team shared practical takeaways for firms at any stage. Blake and Jess emphasized that while these strategies take effort, they’re designed to scale — and the payoff is worth it. From tightening your Google Business Profile to embedding smarter forms and building automated intake flows, every step helps create a more seamless, client-ready digital presence.

Webinar slide deck

SAN DIEGO, March 25 — Lawmatics, the leading growth platform for law firms, proudly announces its achievement of Service Organization Controls (SOC) 2 Type 2 and Health Insurance Portability and Accountability Act (HIPAA) compliance, verified by an independent auditor. This assessment affirms that Lawmatics adheres to the highest standards of data security, availability, and confidentiality.“For firms handling sensitive data, like personal injury practices managing medical records, strong security is mission-critical,” said Matt Spiegel, co-founder and chief executive officer of Lawmatics. “Law firms don’t have to choose between using powerful cloud technology and protecting their clients’ data. Lawmatics makes sure they get both.”Established by the American Institute of Certified Public Accountants (AICPA), SOC 2 verification requires companies to implement rigorous controls around security, availability, processing integrity, confidentiality, and privacy. A Type 2 assessment evaluates the effectiveness of these policies over an extended period, ensuring continuous adherence to best practices.Separately, HIPAA sets strict guidelines for how organizations handle protected health information. HIPAA compliance ensures that any law firm handling medical or health-related legal matters can confidently use the platform while knowing their data is safeguarded to the highest industry standards.“We’ve built our platform with security at its core,” said Krijn van der Raadt, chief technology officer for Lawmatics. “Achieving SOC 2 and HIPAA compliance isn’t just about meeting industry standards — it’s about giving our customers peace of mind that their data is secure, no matter what.”Lawmatics’ SOC 2 report is available upon request for law firms requiring additional security verification.

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

We know running a law firm means juggling a ton of software. And while each tool is supposed to make things easier, sometimes it feels like they just add more to your plate with duplicate data entry, wasted time, and clients who feel neglected.That’s exactly why we’d like to spotlight our Lawmatics integration with MyCase, one of the leading case management platforms. With this powerful connection, you can manage the entire client lifecycle — from initial inquiry to case resolution and beyond — without the hassle of manual data transfers.

What this integration does for you

Your team shouldn’t have to spend time manually copying client details from one system to another. Technology should lighten the administrative load, not add to it. By linking Lawmatics with MyCase, you get a frictionless transition from client intake to case management, ensuring a more efficient workflow and a better experience for both clients and your team.

A smooth connection from Lawmatics to MyCase

Lawmatics users can automatically or manually sync matters over to MyCase. Any records that have been created in Lawmatics as matters will be pushed into MyCase along with corresponding details like notes and files.

Activating the integration takes just moments. From there, you can define triggers that automatically transfer matter details to MyCase. For example, once a client signs an engagement agreement in Lawmatics, their case file can instantly sync to MyCase, keeping everything up to date without extra effort from your team.

Sync matter details and files automatically

When integrating MyCase with Lawmatics, you can map custom fields from Lawmatics to custom fields in MyCase. Plus, when a matter syncs or converts from Potential New Client to Hired, any files attached to the existing matter in Lawmatics will also move over to MyCase.

All of the manual work of making sure all details and relevant files get moved over to MyCase will be taken care of on the Lawmatics integration page.

How to integrate Lawmatics and MyCase

Already using both platforms? Setting up the integration is quick and easy. Just head to the integration settings page in Lawmatics, click the MyCase icon, and follow the simple connection steps. You’ll need your MyCase login credentials, so have those handy. For more information, please visit our Help Center.

Get started with Lawmatics + MyCase

If you’re a MyCase user looking for a better way to manage client intake, schedule a demo with Lawmatics today and see how our growth platform can take your firm to the next level.For more details on this and other Lawmatics integrations, check out our dedicated integrations page.

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

Big changes are here, and we couldn’t be more excited to share them with you! We decided there was no better way to start the year than by giving Lawmatics a refresh — one designed to make your experience smoother and more straightforward.This isn’t just a facelift; we made these updates based on extensive research into how our users access different features throughout their day. A new layout, smarter organization, and refined workflows mean you’ll spend less time clicking through menus and more time on revenue-generating tasks.

Welcome to the new navigation panel

The first thing you’ll notice is that the navigation bar has moved — from the top of the screen to a sleek sidebar on the left. Here’s what’s new:

• Simplified menu structure. We’ve grouped related tools and tabs to better reflect your workflow. Some of our previous groups were a bit broad, so we created labels that are more intuitive.
• Persistent access. Now, when you open a tab, it stays open, making it easier to navigate without losing your place. This update builds on the previous design by keeping key menus readily accessible as you work.
• Collapsible design. Prefer more screen space? Collapse the sidebar for a cleaner, distraction-free view — perfect for reviewing matters or data.
• One-click buttons. New navigation buttons now take you straight to frequently used pages in the app, like the Calendar and Dashboard, making it even easier to get where you need to go.

Automations and reminders

To make automation management and reminders more accessible, we’ve reorganized these tools into a centralized location. Your automation builds are now called Workflows, a name that better represents their function and simplifies navigation. This group now also consolidates all of your reminders, from forms to invoices, into one place. Now, instead of being spread across different features, reminders are all housed in a single hub, making them easier to track and manage than ever.

One marketing hub for client engagement

Your Marketing tab has been reimagined to create a seamless journey from initial contact to lasting engagement. Now, everything is structured to help you connect with potential clients, nurture relationships, and drive conversions in a way that feels natural and intuitive.

Emails

Start with Email Templates, where you can craft messages that resonate every time. Save your best-performing content and repurpose it effortlessly, ensuring consistency in your outreach. When it’s time to send, head to Email Sends, your go-to for delivering targeted messages to leads and existing clients with just a few clicks.

Audiences

To ensure your emails land with the right audience, the Audiences tab allows you to organize contacts into meaningful groups. A personal injury firm, for instance, might segment contacts by case type — auto accidents, slip-and-fall claims, or workplace injuries — so each message is hyper-relevant. This way, every email is not just sent but resonates with recipients, guiding them toward the next step in their legal journey.

Campaigns & event management

With your emails in motion, the Campaigns tab becomes your control center. Here, you can track performance, tweak messaging based on real-time insights, and optimize engagement. But what happens when an email sparks interest, and a lead wants to learn more? That’s where Event Management comes in. Whether it’s a live webinar, an educational lunch-and-learn, or an in-person networking event, you can manage registrations, track attendees, and follow up afterward. This keeps potential clients engaged and strengthens your connection with them before they even step into your office.By organizing the Marketing tab around the natural flow of client engagement, Lawmatics turns your outreach efforts into a well-oiled machine — attracting, nurturing, and converting leads with ease.

Contacts and matters

Most of the features previously found under the CRM group are now housed in the new People tab, the central hub for everything related to your clients. Here, you’ll find key details like contact information, company associations, and conflict checking.But managing client relationships isn’t just about storing information; it’s about meaningful engagement. That’s why we’ve also included tools that help you take action. For instance, after reviewing a client’s personal details, you may want to follow up with them directly. To make that next step as simple as possible, we’ve added a direct link to the Message Center under the People tab, allowing you to send an email without disrupting your workflow.

Documents and forms

The first change here is that we relabeled this group from Assets to Docs & Forms, your one-stop shop for information sharing. Emails have moved to the Marketing tab, while most other features remain in this section for easy access.To streamline navigation, we’ve separated some existing functions. Document Templates, for example, have their own page, and we’ve added a new E-Signatures section for you to monitor your document signing requests. While new e-signature documents can’t be created from this page, you can monitor when requests were sent and whether they’ve been completed.We applied this same approach further down in this section — File Request Templates and File Requests are now distinct, making it easier to manage each separately. You’ll also find Firm Files here, a central space for storing welcome packets, images, and other attachments you regularly use with clients.

Recap

The brand-new Lawmatics interface is about giving you a platform that works the way you do. Every one of these changes is based on user feedback and real-world usage patterns. We are pumped for how these upgrades will make your daily workflow even smoother and more efficient. And we’ve got even more updates planned — so stay tuned throughout the year!If you haven’t used Lawmatics yet and want a firsthand look at the platform, now is the perfect time to check it out. Get a fully personalized demo and see for yourself how we’ve built our platform with legal professionals like you in mind.

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

For law firms, managing client data across multiple platforms has always been a headache. Entering details into multiple systems, making new typos at every turn, wasting precious time that could be better spent helping clients — juggling data like this is frustrating, inefficient, and frankly, risky.The good news? We’re continuing to build solutions to meet legal professionals where they are.Our recently announced integration with CARET Legal is designed to eliminate hassle, minimize risk, and save administrative hours that tend to add up.Watch the webinar below to see the integration in action, or keep reading for a full breakdown of how it works and what it means for your firm.

Why integrate with CARET Legal?

Transferring data from intake to case management systems is a time-sucking ordeal for most firms. This process pulls focus away from serving clients and generating revenue. In many law firms, this kind of data work is how nearly half of a lawyer’s non-billable time gets spent on administrative tasks.Every manual keystroke introduces a new chance for entry errors, omissions, and other costly mistakes. Data mishaps can have serious repercussions like miscommunication, erroneous invoices, and shaken client trust.By connecting our CRM to CARET Legal, we’re lifting this burden off law firms, while providing complete control over data management. With this integration, you’re not just streamlining your processes — you’re gaining peace of mind.

Seamless data transfer between systems

Forget fumbling between platforms and re-entering the same matter details over and over again. Our integration takes care of that for you. With just a few clicks — or a pre-set automation — your client data hops seamlessly from Lawmatics to CARET Legal. This instant sync keeps your information flowing from intake to case management, making those cumbersome transfer processes a relic of the past.

Here are your options for how to sync matters:

• Sync manually: When a matter is ready to sync to CARET Legal, just click on the “Sync to CARET” button on the top right of your screen and confirm your choice.
• Sync automatically: Set up an automation that triggers the matter to sync to CARET Legal upon the matter converting to a Hired status.

Maintain data integrity with confidence

The phrase “garbage in, garbage out” haunts every intake manager. And inconsistent data can spell trouble faster than you can remember how to spell “certiorari.” In fact, an ABA study found that administrative errors, like clerical errors and lost files, accounted for 23% of all malpractice claims a few years ago.But now, with this integration, you can rest easy knowing that data integrity is maintained at every step. With a simple transition from one stage to the next, you can be confident that your data is always clean, consistent, and accurate. Say goodbye to typos and discrepancies.

Save time on administrative hassle

Time is your most valuable resource, and every minute wasted on repetitive tasks is a minute you can’t dedicate to clients. The Lawmatics + CARET Legal integration takes tedious tasks off your plate, creating more time for clients and building your business. In a nutshell: more productivity, less busywork. Refocus those energies into client service or tasks that actually generate revenue.

Get started with Lawmatics + CARET Legal

It’s time to reclaim your day from the clutches of inefficient processes and redundant data entry. The Lawmatics + CARET Legal integration is here to make your workflows smoother, your data more reliable, and your practice more efficient. Current Lawmatics users can log in to set up your integration today.If you’re a CARET Legal user looking to revolutionize intake for your firm, book a Lawmatics demo to check out our CRM for yourself.If you’re interested in learning more about CARET Legal, visit our dedicated integration page.