News & Updates

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.

This month, we’re pulling back the curtain on the workflows and go-to tools that help three attorneys — and Lawmatics power users — run their firms with efficiency. These experts share their secrets to mastering three critical stages of the client journey: attracting qualified leads, nurturing them into clients, and onboarding new clients seamlessly.In this exclusive roundtable, our panelists dive deep into what’s driving results for their firms, offering practical insights and actionable tips that any attorney can use to streamline operations and accelerate growth.

Panelists

Clare Struzzi

Account Management Team Lead,Lawmatics

Conti Moore Smith

Owner & Managing Partner,Conti Moore Law Divorce Lawyers

Shawnna Riggers

Owner & Attorney,Arizona Family Law Attorneys

Patrick Patino

Owner & Attorney,High Five Legal

Time Stamps of Key Takeaways

3:55 — Attracting quality leads with precision

When it comes to client intake, precision is the name of the game. The self-styled ‘MacGuyver of Law Firms’ Patrick Patino shares how High Five Legal leverages the Lawbrokr integration with Lawmatics, in conjunction with Lawmatics custom forms, to ensure only the most qualified leads make their way to his desk. Think of it as a finely-tuned filter, separating the gold from the gravel.

14:30 — Nurturing leads and sealing the deal

Once the custom forms have filtered through qualified leads, it's time for automation to take over. Patrick showcases how Lawmatics automations keep leads engaged through timely follow-ups, personalized communication, and relevant content. This nurturing process ensures that leads stay warm and continue to move seamlessly through your pipeline, ultimately leading to that important final step — hiring your firm.

20:00 — Automatic engagement and data population

Shawnna presents the custom form her team uses to capture comprehensive client data and personalize the intake process. Once submitted, Lawmatics automatically generates and sends engagement agreements, streamlining the initial client onboarding. For clients still deciding, the system enrolls them into an email nurture campaign featuring informative videos and resources to guide their next steps.

28:26 — Phone intake and booking calendars

Shawnna hands things over to Jordan Douglas, the firm’s new client coordinator. She sheds light on features used by the intake team, beginning with an internal intake form used during phone consultations. One of Jordan's favorite features is the self-serve booking option on these forms, which helps set client expectations in real-time during the intake call regarding attorney availability. This form also includes fields essential for operations, such as referral source tracking and space for additional notes.

37:28 — Onboarding made excellent and efficient

Conti Moore dives into her process for onboarding clients after they’ve decided to hire the firm. It all starts with an automated fee agreement and extends to paying retainers, sending final onboarding forms, and generating invoices. This considered approach ensures a smooth onboarding experience for new clients who are still learning to trust their new attorneys.

48:56 — Adapting automations for client journeys

Conti is joined by Marko Skarica, a digital marketer and developer who helped set up the firm’s automations, who demonstrates how the firm can adapt and build new automations to accommodate every step toward retaining the firm — regardless of the client journey. For example, Conti Moore Law offers DIY courses for prospective clients who may not currently afford an attorney. These leads are supported with their own automated drip campaigns designed to transition them into paying clients should they later decide to hire an attorney.

Let's face it: A disorganized practice can feel like herding cats while juggling flaming torches. Missed appointments, paper trails that go nowhere, and potential clients slipping through the cracks are common stress points that keep you up at night. Our recent Deep Dive webinar was all about how we can tackle these challenges together.Whether you're new to Lawmatics or just looking to sharpen your skills, this webinar showed how mastering the basics of our CRM can make a monumental impact on your practice. Imagine slashing intake times in half, reducing no-show rates, and converting leads twice as fast. That's the kind of game-changing efficiency we’re talking about!

Time Stamps of Key Takeaways

0:00 — Getting started

Meet your host, Clare Struzzi! Clare is our account management team lead, and an expert at getting law firms up and running on Lawmatics. Here, she outlines the agenda for the session, which is to recreate a typical first onboarding session for new Lawmatics customers.

5:47 — General settings

The general settings page is always the place to start with a new account. Clare starts with user settings like creating your email signature and connecting your calendar. Then, she moves into firm settings, where your firm’s chief Lawmatics user can fill in practice-specific information, like office locations and branded document headers.

18:55 — Organizing the pipeline

The pipeline is what keeps a prospect moving through the intake process, from marketing all the way to signing their engagement agreement and beyond — so it’s important to spend time making sure it’s built for your firm’s needs. Clare shows how to create each stage of your pipeline, and even create different pipelines for each of your firm’s practice areas.

29:39 — Appointments and events

Next, Clare walks through how to create appointment types, from setting the duration of each meeting type to the default rate the firm will charge for each. Then, she uses the email builder to write reminder and confirmation messages for these appointments, incorporating custom fields that tailor each message to each client.

44:00 — Phone intake form

Forms are an invaluable tool for collecting information about your clients and matters. In this final section, Clare builds an example of a form an intake specialist would use for intake by phone. She explains the differences between standard and custom fields, as well as how to make forms dynamic by incorporating options like a self-service booking calendar at the end of the form.

You wouldn’t set sail without a course—so why run a law firm without any clear KPIs? Custom dashboards are your navigational charts, guiding you through the sea of data toward smarter, more strategic decisions.In the latest Deep Dive Webinar, Product Manager Devon Roth delves into how these custom dashboard data visualizations can revolutionize your law firm's efficiency. This session covers everything from building new custom dashboards for immediate data access to tailoring them for showcasing the metrics that matter most, all aimed at enabling better operational decisions with actionable data insights.

Time Stamps of Key Takeaways

0:00 — Getting started

The webinar kicks off with an explanation of how custom dashboards differ from our legacy dashboard, and how you can alternate between the two. Devon also outlines some of the key (and surprising!) benefits of customizing your dashboard layout, from boosting client engagement to tailoring your marketing strategy.

6:17 — Choose your panel types

Devon first surveys all of the different panels firms can use to organize their information. Firms use these panel types to review things like notes, tasks, upcoming appointments, outstanding e-signatures, and more. She then offers a demonstration of how to format the page, resize panels, and even divide your dashboard layout by practice area.

18:55 — Understanding panel visualizations

Next, Devon focuses specifically on the data panel. From conversion rates to the value of cases in your pipeline, these analytical indicators are the cornerstone of guiding your firm toward increased profitability. She demonstrates a few panel setups that enable you to keep an eye on the intake pipeline, ensuring no potential client gets stuck between stages.

24:08 — How to use reports on dashboards

While some of the other panel types only show standard fields, data panels can pull insights from any of your custom matter reports. In this section, Devon walks through how to set up data visualizations that show the specific granular criteria you need to keep front and center for your firm.

42:31 — Organizing group panels

Finally, Devon quickly shows the click-and-drag customization options with the group panel type. You can select any panels already on your custom dashboards and bunch them together, grouping insights by practice area, matter type, or time period.

Marketing and reporting are the key drivers of a law firm's profitability. But how do you ensure your marketing efforts hit the mark and your reports provide actionable insights? Join Lawmatics Product Manager Devon as she guides you through the essentials of optimizing your marketing efforts using Lawmatics. From creating stunning HTML emails that captivate clients to precisely segmenting your audience for targeted campaigns, Devon provides a step-by-step guide to revolutionize your approach.

Webinar Timestamps

0:00 — Why use Lawmatics for marketing and reporting?

Devon kicks off the webinar with an overview of why Lawmatics stands out as a game-changer for law firms when it comes to marketing and data insights.

4:54 — How to build and edit an email using HTML templates

Devon’s first product demonstration focuses on the HTML email builder and editor. She shows how users can start with a blank canvas or customize pre-built templates to meet the specific design and branding needs of any firm.

10:00 — Create audiences based on types of marketing emails

Next, Devon discusses how creating specific audiences enables better-targeted marketing campaigns. This segmentation ensures your content reaches the most relevant audience, boosting engagement and conversion rates.

15:34 — Schedule campaigns to be sent out

Effective marketing is often about timing. In this segment, Devon walks through the step-by-step process of scheduling emails to be sent at optimal times, ensuring your message hits your audience when they’re most likely to engage.

21:05 — Create custom reports

Understanding your marketing performance is crucial, and Lawmatics custom reports let you dive into the metrics that matter most. Devon shows how to generate these reports based on different fields, offering insights that help you track success and pinpoint areas for improvement.

41:45 — Add custom reports to your custom dashboards

To wrap up this month’s Deep Dive, Devon incorporates the custom reports into a personalized dashboard. This fully customizable data hub gives you a comprehensive view of your firm’s performance, from marketing ROI to task management efficiency.

In the high-stakes world of criminal defense, where every move can change a client's future, streamlining your workflows is more than essential—it's critical. Imagine being able to respond promptly to every client's needs without pulling focus from their matters or that of your other clients. Our latest Deep Dive Webinar showcases the power of criminal defense workflows in Lawmatics, making it easy to disengage unqualified leads and win more clients with impactful marketing campaigns. Host and Lawmatics Product Manager Devon Roth demonstrates how to build and implement this workflow in your own practice, ensuring you take timely action and accurate insights.

Webinar Timestamps

0:00 - Introduction and overview

Devon opens the webinar by outlining the focus on mastering criminal defense workflows in Lawmatics, covering housekeeping items, and briefly introducing herself and Erika from the customer success team.

5:36 — Criminal defense Automations

Devon gives an overview of the Automations typically used in a criminal defense practice. Her example workflow includes drip campaigns for leads who haven’t scheduled a consultation, appointment reminders and follow ups, and exit conditions to end follow up campaigns.

15:16 — How to automatically disengage unqualified leads

Not every lead is going to fit your firm’s client profile. In this section, Devon demonstrates how to use Automations to swiftly disengage those disqualified leads after a consultation. She also previews how to build Automations for clients who are undecided, may wish to retain your services at a later date, or are referred out to a law firm better suited to handle their matter.

27:38 — Tailor marketing campaigns for maximum impact

Targeted campaigns for segmented audiences are an effective way to engage prospects and both old and new clients. Here, Devon shows how to create branded HTML emails and incorporate them into drip campaigns to keep your firm top of mind no matter the stage of the client journey.

33:23 — Analyze and report on firm metrics

Understanding your data is critical to running an efficient and profitable criminal defense practice. This section exhibits how to build custom reports based on any field in your Lawmatics CRM and how to incorporate these helpful reports into custom dashboards for actionable visualizations.

35:50 — Create follow ups based on court dates

Automations are key to staying on top of court dates and ensuring no deadlines are missed. Devon wraps up this Deep Dive with a guide to creating date-based Automations, like reminders based on court appearance dates or other key points in your client’s matter.

Personal injury cases are more than legal battles—they're a pivotal chapter in a client’s life, often fraught with physical, emotional, and financial turmoil. With that in mind, the latest installment of our Deep Dive Webinar series showcases a fully automated workflow tailored for personal injury practices. Host and Lawmatics Product Manager, Devon Roth, demonstrates how to build and implement this workflow in your own practice to not only boost efficiency and reduce errors but also ensure that every client receives best-in-class care and support throughout their legal journey.

Webinar Timestamps

0:00 - Introduction and overview

Devon opens the webinar, introduces the focus on mastering personal injury workflows in Lawmatics, covers housekeeping items, and provides brief personal introductions for herself and Erika from the customer success team.

4:50 - Personal injury law automations

Devon gives an overview of the Automations typically used in a personal injury practice. Her example workflow includes intake processes for leads that contact your firm both through the web and phone. She also demonstrates how to use custom forms to collect practice-area-specific fields, like insurance documentation or incident photos.

18:00 — Appointments, emails, and e-signature

Continuing down the intake process, Devon shows the next steps in the personal injury client journey after they’ve been contacted by the firm. She uses Automations to prompt leads to schedule consultations, notify leads that they may not qualify to work with the practice, and share the engagement agreement.

30:48 — Staff review, undecided status, and welcome emails

Next, Devon demonstrates how Lawmatics is adaptable to different client situations. Successfully hired clients can be welcomed with an automated email welcoming them to the firm, and outlining next steps. Lawmatics can also flag matters in need of staff review, and monitor the status of potential clients who have yet to make a decision on representation.

35:30 — How to track referrals in and out

Devon discusses setting up Automation for tracking referrals of potential clients. By updating specific custom fields, users can ensure that referrals are accurately tracked in their records. This system can provide valuable insights for reports and help monitor the success of referral partnerships.

40:15 — Reporting on matters and referrals

In this section, Devon breaks down the analytics page, and demonstrates how to create custom reports for referrals. Filters can be applied to show matters specific to a practice area, such as personal injury, and to track referrals from specific sources. The report can also include additional columns for tracking status, substatus, and grouping referrals by the person making the referral.

As the May flowers bloom, we’re excited to unveil our latest feature release! From customizable headers and footers to tailored event management and personalized matter table columns, our slate of updates will help you thrive in this season of growth.

Enhance your brand with document headers and footers

Personalize your Start Fresh documents with our new header and footer templates. Under Settings > Firm Settings > Document Headers And Footers, you’ll find a new tab to easily create professional headers and footers for any Start Fresh document. Once you've created your custom templates, applying them is a breeze — simply select the desired template when creating or editing a document and let Lawmatics handle the rest. Take the tedium out of drafting documents, and impress your clients with polished paperwork every time.

Click here to learn more.

Limit event registrants

Make managing every event stress-free with our new registrant limit feature. Ideal for small gatherings and exclusive events, you can now customize attendance limits for individual events or set default limits for each event type through your event settings page. Once the limit is reached, this functionality automatically prevents further registrations. With Lawmatics holding the velvet rope, enjoy peace of mind and the freedom to craft engaging experiences for the clients, partners, and community members in attendance.

Click here to learn more about event management.

Choose which columns appear on your matter table

In our previous release, we introduced the flexibility of filtering your matter table views. This month, we’ve unleashed even more customizability by allowing any of your Lawmatics fields to display as columns in your matter table. This enhancement gives you complete control over your data presentation, making it easier to organize and access the information that matters most to you.

Click here to learn how to create filtered views.

Assign roles based on appointment host

If the host can vary for each potential client’s appointment, you need accurate records of which team members were involved with each case. Our upgrade to the “Change Attributes” effortlessly automates this attribution record. With this feature, you can automatically update user fields to reflect the appointment host. Previously, assigning user roles, like Lead Attorney or Salesperson, based on the appointment host could only be done manually. This addition ensures that your user roles are accurately assigned, saving you time and reducing manual updates.

Click here to learn more about automation action nodes.

Create email templates for each invoice type

Upgrade your invoice email communication with our new templates. Previously, firms were limited to a single generic invoice email template. Now, by navigating Settings > Invoices > Invoice Types, you can create distinct email templates for each invoice type, both online and offline. Simply click the icon next to each invoice type to set up your customized templates. This feature delivers professional, personalized, and consistent invoices that meet the unique billing needs of your firm.

NOTE: This feature is only available for Time & Billing users.To learn more about invoices and time tracking click here.As always, we love your feedback and encourage you to reach out with any questions or suggestions. Thank you for being a valued member of our community. Together, we continue to push the boundaries of what's possible for law firms.Sign in or sign up to get started with Lawmatics today.

April Fools’ Day may have been last week, but these new features are no joke. We’ve got a trio of updates for managing your matters, calendars, and finances. You’ll also find some quality-of-life tweaks that’ll simplify things for our intake coordinators and office managers out there.

Filter and sort your table of matters

We've revamped our classic matter table for a smoother user experience. Now, you can place your important data front and center by creating custom filtered views of all your matters with any contact, company, or matter fields that exist in your Lawmatics account. Easily customize your views to match your workflow. Navigate to CRM > Matters to get started. More customization abilities coming soon!

Learn how to create filtered views here.

Confirm availability for all staff appointments

Schedule consultations and follow-up meetings without fear of double-booking any of your team members. Previously, the calendar availability of other Lawmatics users at your firm could only be previewed when scheduling via a custom form. Now, users can check the availability of event hosts at their firm upon creating an appointment from anywhere in Lawmatics — whether it be on the calendar page, a matter’s page, or from the quick use menu. Coordinating staff calendars just got a whole lot easier.

Learn more about booking appointments here.

Sophisticated financial tracking with custom transaction reports

Effortlessly analyze your firm’s financial health by mixing and matching the data you need. In addition to our existing invoice and time entry reports, you can now generate custom transaction reports. With customizable columns and filters, you can extract insights on line items like invoice numbers and payment methods that are as granular or broad as you need them to be. Plus, you can add these transaction reports to your custom dashboard should your firm need these numbers top of mind.

NOTE: This feature is only available to our Time & Billing users.

Learn more about time & billing reports here.

Send calendar invites on behalf of appointment host seamlessly

For those of you who set appointments for colleagues, you can now send calendar invites on behalf of the appointment host with greater ease, provided said host has their personal calendar (such as Google or Outlook) linked to Lawmatics. Previously, creating appointments for other users was done via the “Send Calendar Invite” toggle in the scheduling module and only if your personal Lawmatics user account had a calendar connected. This update means you can effortlessly dispatch invites on behalf of others without needing your personal calendar connected, simplifying your planning process and facilitating smoother coordination.

Click here to learn about appointments.

Create Zoom appointments on behalf of appointment host seamlessly

While we’re at it, you can now also set Zoom as the location when scheduling meetings for colleagues through Lawmatics, without requiring your personal user to be integrated with Zoom. The appointment host just needs to have Zoom linked to their own Lawmatics account. This update simplifies setting up video consultations and remote meetings, making coordination smooth for intake coordinators and office managers.

Learn more about our Zoom integration here.As always, we love your feedback and encourage you to reach out with any questions or suggestions. Thank you for being a valued member of our community. Together, we continue to push the boundaries of what's possible for law firms.Sign in or sign up to get started with Lawmatics today.

In the intricate domain of family law, where emotions run high and the stakes are personal, mastering your workflows is more than a strategy; it’s a commitment to excellence and empathy. Our latest Deep Dive Webinar peeled back the layers of family law workflows in Lawmatics, revealing a wealth of strategies for automation, personalization, and seamless client interaction.This recap offers a distilled view of our comprehensive webinar, guiding you through the pivotal stages of automating client onboarding, executing conflict checks with precision, and nurturing client relationships with automated yet heartfelt communication. Watch as our product manager, Devon, explores the unique benefits for family law practices using Lawmatics, illustrating practical applications that can revolutionize your approach to client intake.

Webinar Timestamps

0:00 - Introduction and Overview

Lawmatics product manager, Devon Roth, welcomes participants and sets the stage for exploring family law workflows with Lawmatics, highlighting the webinar's goal to enhance process efficiency through automation and custom dashboards.

4:30 - Family Law Automations and Conflict Checking

Devon delves into family law automations, emphasizing their role in streamlining communication and conflict checking. She goes on to showcase how automations ensure accurate and timely management of leads and clients.

4:54 Pipeline and Initial Contact Form Automation

Devon details on automating the client journey from initial contact, focusing on moving new leads through the pipeline and initiating templated emails, alongside automated conflict checks based on lead information.

10: 16 Drip Campaigns and Client Engagement

A thorough explanation of drip campaigns in maintaining potential client engagement, with insights on automated communications to prompt consultation scheduling and the use of conditional logic for personalized email and SMS communications.

17:38 Consultation Scheduling, Confirmation, and Follow-up

Devon outlines the automation process for moving leads to the 'consult scheduled' stage and setting up appointment confirmations and reminders. Also addresses handling no-shows and cancellations to ensure rescheduling.

31:01 Post-Consultation Engagement and Retainer Agreement

The presentation wraps with post-consultation steps including sending retainer agreements via automation, utilizing e-signature documents, and the process of converting a potential new client to a hired status, emphasizing continued engagement and relationship formalization.

The Business Intelligence Group has named Lawmatics a 2024 Best Place to Work award. This recognition honors organizations fostering exceptional employee experiences and driving exceptional performance through vibrant and engaging work environments.“At Lawmatics, we’ve worked hard to cultivate an environment where everyone is empowered to show up as their authentic selves and take ownership of their craft,” said Lawmatics CEO and Co-founder Matt Spiegel. “We’ve achieved what we have as a company because we’re lucky enough to have fantastic people deeply motivated to do meaningful, high-quality work.”Maria Jimenez, chief nominations officer of Business Intelligence Group, commended the commitment of Lawmatics to employee well-being and excellence."Congratulations to Lawmatics for creating a workplace culture that prioritizes employee well-being and fosters excellence," she said. "This recognition is a testament to your dedication to building a strong and engaged workforce, even amidst challenging times. We commend your commitment to listening to employee feedback and taking action to create a truly exceptional work environment."Lawmatics was previously a finalist as a Best Place to Work in 2023. The organization’s devotion to the spirit of collaboration also manifests in dynamic partnerships with organizations including the State Bar of Texas and legal tech providers attorneys use every day, from Clio to CallRail. The CRM won Product of the Year at the 2023 Sales and Marketing Technology Awards, was previously a finalist as a Best Place to Work in 2023 and is most recently a 2024 Steve Awards finalist.

In the world of estate planning, where every detail is pivotal and time is of the essence, mastering your workflows can be the linchpin to unparalleled success and client satisfaction. In our recent Deep Dive Webinar, we dove into the heart of estate planning workflows within Lawmatics, offering a treasure trove of insights on automation, customization, and client engagement.This recap encapsulates the takeaways of our engaging session, walking you through the intricacies of automating intake processes, crafting sophisticated estate planning forms, and enhancing client communication, all tailored to elevate your law practice to new heights. Watch as we showcase a real-life estate planning workflow and how to implement it into your own practice.

Webinar Timestamps

0:00 - Introduction and Overview of Estate Planning in Lawmatics

Devon opens the webinar, introduces the focus on mastering estate planning workflows in Lawmatics, covers housekeeping items, and provides a brief personal introduction and that of Erika from the customer success team.

02:15 - Utilizing Automations and Custom Dashboards

Devon discusses the power of Automations in Lawmatics for estate planning, highlighting the customizability for different practice areas and the significance of custom dashboards for managing workflows and enhancing client communication.

07:08 - Assets, Automations, and Intake Process

A detailed walkthrough of creating and utilizing assets and automations within Lawmatics to streamline the intake process, including setting up client intake forms, automating communication, and managing new leads.

17:17 - Consultation Scheduling and Follow-Up Automations

Discussion on the automation setup for consultation scheduling, including how to handle rescheduling, undecided clients, and maintaining engagement through email and text communication.

27:39 - Marketing, Campaigns, and Event Management

Overview of using Lawmatics for marketing purposes, creating campaigns for different audiences, managing email communication, and organizing events to engage both leads and existing clients.

Get ready to fall in love with the latest Lawmatics updates in our February release! Cupid may have his arrows, but our quiver is loaded with features to optimize scheduling, supercharge your document generation, and simplify your data management.

Balance your intake team’s calendars with Round-Robin pools

Struggling with uneven staff schedules? Too many appointments on one calendar and too few on another? Round-Robin pools are here to balance your team’s workload. The new Round-Robin tab, found on your settings page, is your home for creating distinct user groups to balance your team’s workloads during the intake process. Once activated on your booking form, appointments are automatically and evenly distributed among your team members, eliminating the need for manual scheduling.

NOTE: This feature is available to the Professional pricing plan and above. If you are not on either of those plans but are interested in using Round-Robin, please contact support@lawmatics.com.

To learn more about Round-Robin settings click here.

Send one-off documents — without using a template

We’ve streamlined your document sharing process. Previously, sharing unique documents required uploading them as templates, even if they were single use. Now, with our latest update, you can bypass this step entirely for one-off documents. Navigate to the matter page, select “Send Document”, and upload your PDF. This enhancement simplifies the process, making it easier to share documents that are unique to a specific matter or contact without cluttering your template library.

Learn more about how to send a one-off document here.

Quickly locate records and assets with overhauled search bar

Your CRM should keep your data and client information at your fingertips. We’ve overhauled our search bar to make it even easier to find what you need. New headers keep your searches organized so you can effortlessly sift through matters, contacts, companies, and clients. But wait, there’s more! Your searches now also include assets like forms, documents, emails, Automations, and more.

Filter custom reports with appointment fields

Now, you can easily track appointments within a specific time period and monitor your client conversion rates. With the inclusion of appointment-based fields as filters in your custom reports, you have the power to unlock deeper insights and enhance your reporting capabilities with appointment-specific data. Gain a clearer understanding of your business and make data-informed decisions to drive growth.

Explore custom report filters here.

Easily export trust account data

With one click, you can export your trust account page as a .csv spreadsheet. This provides a convenient option for law firms to maintain detailed records of their systems, and stay compliant with any state bar regulations regarding financial accountability.

NOTE: This feature is only available to our Time & Billing users.

Learn more about trust accounts here.As always, we love your feedback and encourage you to reach out with any questions or suggestions. Thank you for being a valued member of our community. Together, we continue to push the boundaries of what's possible for law firms.Sign in or sign up to get started with Lawmatics today.

In the dynamic landscape of legal practice, where time is a precious resource, the pursuit of efficiency has become paramount. Manual tasks and processes in law firms can be a bottleneck to growth, often leading to delays, errors, and missed opportunities.Enter Lawmatics, a beacon of innovation designed to transform the way legal professionals operate.

Intake

Manual handling of intake processes, including forms, marketing tracking, new lead follow-ups, and pipeline management, can lead to inefficiencies, delays, and potential errors. Recognizing these challenges, Lawmatics provides a solution to eliminate manual work in each of these areas. Let's explore how you can transform and streamline your client onboarding for a more efficient and error-free process.

Forms and Documents

One of the simplest ways to collect leads is via a Contact Us form on your firm’s website. Lawmatics makes it easy to embed a contact form on your site, which seamlessly channels new leads directly into your CRM.

You also have complete control over the fields, styling, colors, and more of your website form.

Once a web form has collected your leads, the completion of said form can be set to trigger further steps in your process such as sending a more robust intake form or document request.

Lawmatics uses sophisticated conditional logic to give your clients the best possible experience when filling out your forms, making sure that they only need to answer questions that are relevant to their matter.

This is also incredibly useful for your staff, since they no longer need to to manually filter through unanswered questions or data that doesn’t apply to the matter at hand.Similarly, Lawmatics documents are also a highly customizable and automateable part of your intake. Build a template once, including options like conditional logic and e-signature, and you’ll never need to manually draft that document ever again.

Forms and documents alike can be built into your automated workflows to ensure that the right template is sent out exactly when it’s needed – without you or your staff needing to take the time to manually send it.

Marketing Sources

Allocating your marketing budget requires pinpointing the most lucrative marketing sources. In the past, manually tracking down lead sources and assigning tags or attributions may have been the norm. With Lawmatics, you can set and forget.Simply configure your marketing sources in your account settings, after which you can create Automations to tag your leads automatically based on the source they enter the CRM from.

Lawmatics will then take charge of assigning all of your incoming leads accordingly, freeing up your time to spend on other tasks. And when it comes time to evaluate marketing campaigns, you’ll have perfect data to consider.

Follow Ups

No matter the stage of the client journey, communication is key for staying top of mind. Lawmatics makes it easy to create automated follow-ups and check-ins, ensuring prompt and consistent communication without manual effort on your end.Create a simple drip campaign using any trigger of your choice to keep in touch with your leads.

These campaigns can be as long or short as you wish, and you can increase the odds of engagement by opting for a variety of communication mediums like text messages or emails.

Pipeline

One of the most beloved features of Lawmatics, the intake pipeline, is your go-to for staying on top of all of your leads as they progress through your sales funnel. While you have the option to use the pipeline feature as a drag-and-drop tool (manually), the flow of clients through your pipeline can be automated to eliminate any human error.For instance, any new lead entering your pipeline can automatically be placed in the New Lead stage using a “change attributes” action in an Automation. Likewise, when they schedule their consultation, they’ll automatically progress to the next stage.

No more manually updating statuses or tracking lead progress in a spreadsheet. The pipeline is your one-stop shop for knowing exactly where a lead is at all times.

Case Management

Automation in case management – taking on tasks like scheduling, task allocation, conflict checking, and payments – significantly reduces manual effort and human error. Implementing automated systems provides convenience and efficiency for both clients and staff.

Scheduling

There are several ways to use Lawmatics to take the manual work out of your scheduling:

1. Booking links allow clients to book their own meetings based on your availability. They also allow you to set custom availability for different event types, so that your appointments are booked according to your specifications.

1. Booking forms are useful when you need to collect additional information from the client, since it serves as a form and a scheduler all in one automatic step. No more phone tag or rescheduling hassle.

Tasks

Tasks are commonly seen as an inherently manual aspect of law firm operations. With Lawmatics, that’s not necessarily the case. Our automatic task system allows you to create templated tasks as part of an Automation.

Not only can the system assign tasks, but it can also trigger a further step in your process once a particular task has been completed.Have certain tasks that must be assigned and completed on a recurring basis? Lawmatics can handle that too. Build a recurrence schedule just once, and then you’ll be set for those tasks for life.

Conflict Checking

You may be so accustomed to running manual conflict checks that it’s never even occurred to you to automate this process. Lawmatics changes the game.Our sophisticated conflict checking system allows you to template your search terms using merge fields.

The system then examines potential matches closely and verifies or flags the check accordingly. Make informed decisions about your clientele and ethical obligations without having to filter through paper records.

Client Portal

For the client who loves to take their matter into their own hands, Lawmatics offers the Client Portal. This feature grants your client full access to a personalized hub of all case details such as communication logs, documents, etc.Simply use our Automation action to invite them to the Portal upon the appropriate trigger, then automatically share any tasks, appointments, forms, and documents to their Portal.

This gives them the chance to review their items on their own terms, without requiring any response or action from you.

Billing

While all elements of your practice are important, there are arguably none as important as receiving payment for your services.Through the use of our innovative LMPay system or through our LawPay integration, Lawmatics makes invoicing a simple set-and-forget process. Create custom invoice types with an optional default (that always be edited for one-off invoices if needed) and send an invoice automatically when you need to.We even offer a simple solution for collecting in-form payments for consultations or other paid meetings called the Payment Gateway.

If you’re not yet using LMPay, feel free to reach out to support@lawmatics.com to get started.

Networking

Networking and marketing tasks – like event hosting, marketing emails, and referrals – are vital for nurturing client relationships and generating leads. Manually managing these activities can be time-consuming. Automating these efforts enables consistent and personalized communication, fostering stronger relationships and expanding the firm's reach.

Events

Hosting events is a great way to keep in touch with your network and your local community. Use Lawmatics to easily create your events and collect attendees, whether they’re in-person happy hours or virtual webinars.

Event registration can be added onto a form, so that registrants are collected automatically, even giving them the opportunity to choose from multiple events that might interest them.Take things a step further and include an automated message (or any other action item) that triggers upon event registration.

Drip Campaigns

While we already mentioned email campaigns for intake automation, they’re also incredibly useful for keeping in touch with your entire book of business. For example, you might have a drip campaign that triggers upon the completion of matter, initiating a sequence of follow-ups and check-ins for that client now that their case is finished.It may seem daunting to write all of those emails. Don’t worry – Lawmatics has an automated solution for that too. Use LM[AI] to draft your emails with our artificial intelligence.

You have the option to let LM[AI] write your emails entirely, or simply use it as a jumping off point for creating your email content.

Date-Based Email Campaigns

In addition to drip campaigns, Lawmatics is also your solution for automated email campaigns that must be sent on a particular date. This can be automated for a date unique to a particular client, such as a birthdate or anniversary, as well as for holidays and firm announcements.Lawmatics makes it easy to create your email, and then automate it to send on a particular date and time (or the date and time populated into a variable field).

The campaign will also automatically log your performance statistics such as opens, clicks, and bounces, for you to review at your convenience.

Conclusion

The era of manual work in law firms is now an epoch of the past. The shift towards automation isn't merely a technological trend; it's a strategic imperative. By leveraging the power of Lawmatics to eliminate manual work, law firms can reclaim valuable time, reduce errors, and fortify their foundations for sustainable growth. The journey toward a more efficient, client-centered, and future-ready legal practice begins with embracing the transformative capabilities of Lawmatics. Here's to a future where manual work takes a back seat, allowing law firms to focus on what truly matters – delivering exceptional legal services with precision and ease.

Lawmatics is thrilled to kick off the new year with a trio of exciting features to elevate your practice. Let's dive into the heart of our latest release, where innovation meets efficiency.

Trigger Automations based on appointment adjustments

No-shows and cancelations happen — it’s inevitable. Lawmatics can now trigger automations in response to these appointment disruptions. This ensures that your client interactions remain seamless, even when plans shift. Updating the matter’s status, assigning a task to a staff member, or sending a new booking form to the client has never been easier thanks to this new automation trigger.

Learn more here.

Create custom no show/cancelation emails

To aid you in reaching out about appointment changes, Lawmatics now has built-in email templates to help you touch base with clients and prospects in instances of no shows and cancelations. Whether you adapt the templates into one-off emails you send manually or incorporate them into an Automation, these emails tailor your communication to any change of plans.

Read more about this feature.

Effortless file sync with OneDrive integration

Lawmatics now seamlessly integrates with OneDrive, providing you with the power to sync files between Lawmatics and Microsoft’s cloud file hosting service. With this two-way sync, the two platforms work together to keep critical folders and files up-to-date in both platforms. This integration guarantees that your legal documents and resources are always at your fingertips, enhancing collaboration and accessibility.

Please contact support if you would like OneDrive turned on for your account.As always, we love your feedback and encourage you to reach out with any questions or suggestions. Thank you for being a valued member of our community. Together, we continue to push the boundaries of what's possible for law firms.Sign in or sign up to get started with Lawmatics today.