News & Updates

Happy Fall! This is the start of our favorite time of the year, and we are cooking up some awesome holiday surprises. Stay tuned for those announcements! ;)

In the meantime, we released some amazing new features that we think you’ll love, including Custom Asset Emails and Staff Matter Link!

Custom Asset Emails

We are happy to share that you can now customize the emails sent to your clients letting them know they have a document to sign, a form to fill out, an appointment to book, or files to provide. In addition, if you don’t want to use the Lawmatics default email (which just provides for a message body with no merged data), you can now create a plain text email from scratch, complete with any custom fields merged in.

What’s more, you can create a custom email for each individual asset. For example, you can have one email for a simple estate plan intake form and another email for a revocable trust intake form. This allows you added control and customization over the experience your clients receive. Support documentation for Custom Asset Emails can be found here.

Staff Matter Link with Permissions

You may have noticed a couple of additional fields added onto matters over the last few weeks, namely, Lead and Originating Attorney. We are excited to announce that we have now added the ability to link staff to matters too!

Matters in Lawmatics now have an additional field titled Assigned Staff. This allows you to add any additional firm staff to a matter. It is a multi-picklist field, so there is no limit to the number of staff that you can add to a matter. So whether it’s an associate attorney or a paralegal, it is easier than ever to keep track of who is working on what.

Additionally, you can also now base permissions off of Assigned Staff, giving you the ability to limit the matters/contacts that a staff member can view. This rounds out the permission options in Lawmatics, giving you the ability to limit matters based on Lead Attorney, Originating Attorney, or Assigned Staff. Support documentation for this enhancement can be found here.

This release also includes numerous bug fixes.

Our goal is that these additions to the platform make your daily lives simpler. Like we mentioned earlier, we have some really amazing things in the works, so keep your eyes out for more updates from our team.

Happy end of summer! The team has been working on some great features, some of them pretty big! Here are a few updates that we just released into the Lawmatics platform.

This month, we’re excited to announce that we have released a new statute of limitations field, originating attorney/lead attorney features, and more! Read on to learn more about these impactful enhancements to the platform.

Statute of Limitations

We know that many of our customers have statute of limitations (SOL) that they need to track when taking on new cases. We believe this is an important part of the intake process, so we are happy to say that we built SOL into Lawmatics as a native feature.

You can enable SOL on a practice area basis. Doing so will add a SOL field to the matter details. What’s great is that the SOL date can be used in event automations and is visible in the Lawmatics calendar.

New User Lookup Fields

The team is proud to announce that we added “Originating Attorney” and “Lead Attorney” as native fields to Lawmatics. These new fields will allow you more granular tracking and reporting on key metrics for your firm. Key to this new feature is the ability to base matter access permissions on these fields. For example, you can now limit a user’s access to only cases that they are assigned as the lead attorney.

Keep your eye out for another addition to this feature set coming in the coming weeks. We will be adding general staff linking, giving you the ability to link as many firm users to a matter as general staff. This will also come with a new permission setting, allowing you to limit a user’s access to only matters they are linked to.

As always, this release includes many bug fixes and improvements. Thank you for your feedback, and keep it coming! Your feedback is an invaluable part of our ongoing effort to improve the Lawmatics platform.

Check in next month for more updates and improvements from the Lawmatics team! Not using Lawmatics yet? There’s never been a better time to start. Book a personalized demo to learn how we can help you grow your law firm!

We’re thrilled to announce that we have been included in the 2021 CRM, Intake, and Virtual Receptionists Buyer’s Guide released by Legal Tech Publishing which spotlights innovative legal technology products for lawyers.We have been recognized in this legal technology buyers guide based on a selection process that included product reviews and supporting articles.“We’re incredibly honored to be recognized as the most intuitive and robust law firm CRM and client intake platform specific to the legal industry,” said Matt Spiegel, CEO. “With Lawmatics, lawyers are able to focus on getting the most desirable outcome for their clients without getting bogged down with day-to-day administrative tasks that negatively impact their client relationships and reputations. This, in turn, leads to more business, happy clients, and profitability.”At Lawmatics, we are dedicated to serving as a go-to resource that helps lawyers be the best they can be. Being included in third-party publications that explain the impacts of solutions in the legal tech marketplace helps us achieve our mission of assisting lawyers. By participating in the Legal Tech Publishing eBook series, we support our community of fellow providers and together can provide lawyers with a succinct list of reputable and vetted selection of products for their consideration.Keep reading to see some highlights from the guide.

Lawmatics helps lawyers get efficient in generating new and recurring legal business

“Lawmatics enables you to automate your entire intake process as well as any other repetitive process or tasks that might be part of your firm’s flow. You can create automated workflows to move potential clients through every stage of the client journey.”

The 4 reasons Legal Tech Publishing recommends Lawmatics

• Lawmatics is for any law firm that wants more leads and is serious about growing its business.
• Automation drives the lead generation and marketing platform.
• The platform integrates with numerous marketing sources and legal apps to drive efficiency and reduce costs.
• Reports analyze costs for leads and clients provide key performance indicators (KPIs) to analyze and measure against as the firm grows.

Get your free copy of Lawmatics review in Legal Tech Publishing’s CRM, Intake and Virtual Receptionists Buyer’s Guide: 2021 Edition to learn more.

What is your role at Lawmatics, and what does your job entail?

I am the Implementation Manager at Lawmatics. My job is to make sure that my team and I are onboarding everyone who signs up for Lawmatics to ensure they successfully use the platform. This includes teaching customers about all of our different features, creating automations, and migrating data into Lawmatics.

How did you end up working for Lawmatics?

I had previously worked with Matt and other members of the team at a different company, so when Lawmatics was developed, I did not hesitate to hop aboard!

What’s the best part of your job?

I enjoy turning a firm’s manual intake process into a streamlined and automated process. Doing so allows the attorney to focus on practicing law and their staff to focus more on growing the business instead of wasting hours every day on follow-ups, sending engagement agreements, scheduling appointments, etc. In addition, it is a great experience doing the first run-through of a firm’s new process in Lawmatics and seeing all of the time they will be able to save.

What challenges have you faced or opportunities you’ve uncovered working remotely during COVID-19?

The biggest challenge has been not being able to see the amazing people I work with! But, working remotely has given us some great opportunities to add to our integrations like Zoom and develop some pretty great workflows for attorneys who have to work from home.

Where are you originally from, and how did you end up in San Diego?

I am originally from Sacramento and moved down to San Diego in 2010 to attend San Diego State (go Aztecs!). Aside from living in Spain for a year after college, I have been here ever since!

What do you like to do when you aren’t working?

Spend time with my wife and dog :).

What is a fun fact most people may not know about you?

I am “that guy” that has a regrettable tattoo after a night out with my bone-headed friends.

What is the one thing you can’t live without and why?

Good weather. San Diego has turned me into a huge wimp, and now if the temperature drops below 60 degrees, I am basically out of commission.

Do you have a favorite saying, quote, or personal mantra, and if so, what is it and why?

“Don’t sweat the petty things, and don’t pet the sweaty things.”

I have always been a huge fan of comedy, and my dad got me into George Carlin at a young age. As silly as this quote is, it always comes to mind when I’m feeling stressed.

Can you walk us through your "Aha" moment - the moment when you realized how powerful the Lawmatics platform is for lawyers and law firms?

When I first started onboarding new customers, I quickly realized that Lawmatics could easily handle all or most of their pain points. Our robust automation engine, easy-to-use intake forms/fee agreements, and in-app scheduling solution make the platform a one-stop-shop for most attorneys. It is pretty amazing that almost anytime an attorney presents me with a problem, I can say, “Lawmatics can handle that.”

Based on your experience, what words of wisdom or advice do you have for legal professionals looking to help their law firms win more business, impress clients, and be more efficient?

Don’t over complicate your intake process, and make sure you cater to your client’s preferences. For example, if you are having issues getting appointments scheduled, start sending links where your clients can schedule or, better yet, add a scheduling form to your website.

If you are having issues gathering information from clients, send them easy-to-use intake forms via email and text with reminders that provide them with a link to that form that will take them right where they left off when they started it.

Also, don’t follow up manually. Set up some drip campaigns to keep your firm top-of-mind for clients who are still shopping or aren’t quite ready to move forward yet.

...basically, you should use Lawmatics. :)

Believe it or not, we’re already more than halfway through 2021. And while it’s likely been unconventional, we hope you’re enjoying your summer so far.

This month, we’re excited to announce that we have released Scheduled Marketing Campaign sends and a significantly enhanced table navigation experience. Read on to learn more about these impactful enhancements to the platform.

Schedule Marketing Campaign Sends

We’re proud to announce that you can now schedule one-off marketing campaigns to go out at a specific time in the future. When you select “Run Once” as your campaign type, you will see a toggle that allows you to select “Run on Manual Activation” or “Run at a Specific Date.” If you toggle over to run at a specific date, a field will appear, allowing you to select a date and a time in the future. All you need to do is click “Create,” and the campaign will run at the date and time you chose! No need to activate anything else. You can always edit the run time if you need to change when it is sent.

Better Table Experience

Lawmatics tables will now remember what page you were on and remember the sorting you had on the table last time you were there. This will make navigating around Lawmatics so much more enjoyable and save you tons of time.

Check in next month for more updates and improvements from the Lawmatics team! Not using Lawmatics yet? There’s never been a better time to start. Book a personalized demo to learn how we can help you grow your law firm!

What is your role at Lawmatics, and what does your job entail?

I’m the Chief Creative of Lawmatics, a.k.a the in-house designer. I’ve been shaping the app from day one and everything that has to do with our branding and marketing, with the occasional lending a helping hand to our dev team with front end polishing.

How did you end up working for Lawmatics?

I’ve been a long term member of the Matt-and-the-gang, so when things transpired to start a new business venture, it was only natural to go along.

What’s the best part of your job?

I get to do a lot of different things, which for me is pretty much essential to be happy in a job. I enjoy shaping the company’s image and because it’s such a never ending process, it gives me lots of opportunities to explore new solutions, new ways of doing things all the time. When I’m not doing design work, I try to help out as much as I can with front-end development, which for me is just another creative outlet. It keeps things always interesting to be able to switch between different workflows, it assures me I won’t get bored :)

What challenges have you faced or opportunities you’ve uncovered working remotely during COVID-19?

Well, I’m one of the people who has been working remotely for years before the pandemic, so it was pretty much business as usual for me. Not being able to visit the office and hang out with the team might have been the biggest difference.

Where are you originally from, and how did you end up in San Diego?

I was born and raised in Transylvania (Romania, Eastern Europe) and I currently live (and work remotely) in Bend, Oregon with my wife and doggo. I can’t confirm nor deny the allegations that I’m 400 years old...

What do you like to do when you aren’t working?

Designing is my passion, so when I’m not doing it at work I still just want to design and build stuff. Lately, doing projects around the house proved to be a great creative outlet, and a great way for me to get my hands dirty. Living in the Pacific Northwest, we find ourselves outside a lot and we enjoy the great outdoors around us — like floating the Deschutes river or paddle boarding one of the many Cascade Lakes is something we enjoy to do as often as possible.

What is a fun fact most people may not know about you?

I knew very early on that I wanted to become a designer and it’s pretty much all I wanted to do growing up. Getting a computer was key in this endeavor so I was on a mission to build one. Coming up with the money was all on me and I managed to do it in the end by ransacking old scrap metal from my parent’s farm which I then sold to a scrap yard and bought the components to build my rig. Good times :)

What is the one thing you can’t live without and why?

Probably music. I couldn’t imagine a day without music or working without music for that matter. It’s part of my creative process and it keeps me focused. There’s also a dance party in my office pretty much every day. In fact there is one right now as I’m writing this :)

If you're keen on diving into an eclectic world of sound, check out the playlists I hoarded over the years on Spotify.

Do you have a favorite saying, quote, or personal mantra and if so, what is it and why?

"Aut inveniam viam aut faciam" is Latin for "I shall either find a way or make one" — there’s probably no saying that encompasses creative problem solving better. Gotta love it.

Can you walk us through your "Aha" moment - the moment when you realized how powerful the Lawmatics platform is for lawyers and law firms?

There are numerous CRM systems out there which are targeting all businesses, small to large. They offer all the bells and whistles, mostly very broad features that are intended for all sorts of ventures, but they’re not really a tool for a law practice unless you invest time and effort to hack it into what you need. A dedicated platform that is tailored specifically to the practice of law is where the game-changing really happens! We have lawyers on our team who aid every step of the project to be as useful as possible for the legal industry specifically — and we've barely scratched the surface! We’re going to the moon ;)

Based on your experience, what words of wisdom or advice do you have for legal professionals looking to help their law firms win more business, impress clients, and be more efficient?

So much of the day-to-day of a law practice is automatable! Probably the easiest way to be competitive as a law firm today is to embrace the advancements in technology. The time and effort saved really is invaluable.

If you don’t really know what exactly you could automate within your practice, or how to even approach this - I urge you to get in touch with any of my colleagues who have helped myriads of firms solve tons of inefficiencies with Lawmatics.

Happy June from all of us at Lawmatics. We’re thrilled to share this product release with you today as it’s a big one that’s been a long time coming. In fact, it includes the biggest update to appointment bookings ever! Continue reading for the highlights.

Custom Booking Forms

You can now customize the experience that someone has when booking an appointment on your calendar using legal calendaring software. We have leveraged the power of our custom form builder to give you unlimited flexibility with the fields that you place on a booking form.If you check out the Assets tab on your screen, you’ll see a new option called Booking Forms. From here, you can create booking forms centered around a calendar booking. You can add all the fields you want to the form, and even add fields before and after the calendar selection section. The calendar selection section will always be on its own page in the form.To learn more, check out the Custom Books Form help article.

Multi-Event Select

We are happy to announce that we have added the ability to have one form for multiple events. When you select multiple events for a booking form, the user will be presented first with different buttons for each event type, allowing them to select what type of event they would like to book.

Limit Event Types

You can now also limit the number of particular event types allowed for any given period. For example, if you only want to have four initial consultations per day, you can set Lawmatics up to not allow more than four to be booked. This is configured in the Calendar Settings section under My Settings on the Settings page.To learn more, check out the Event Type help article.

Embeddable Booking Forms

Custom booking forms can also be embedded on your site, just like custom forms! This makes it super simple to include a booking link directly on your site. You can even embed links with multiple event forms, adding the different options right to your site.

Two Factor Authentication

We take your security very seriously at Lawmatics. To that end, we are proud to announce the addition of 2FA to Lawmatics. You can now turn on 2FA from your user settings page. When 2FA is on, you will be emailed a code every time you sign into Lawmatics and will need to enter that code in order to login, after the username and password screen. This additional layer of security will go a long way to giving you the peace of mind you deserve when operating online.

RingCentral Integration

We are really excited to announce another great integration built by our team. You can now connect RingCentral to your Lawmatics account. This will enable you to track all your calls in Lawmatics, including the ability to add custom dispositions to each call along with call notes.Check in next month for more updates and improvements from the Lawmatics team! Not using Lawmatics yet? There’s never been a better time to start. Book a personalized demo to learn how we can help you grow your law firm!

Lawyers are well aware of how important it is to foster client relationships. Each client you take on is an opportunity for future business. And these repeat clients can also serve as helpful referrers that bring in new business to your firm via word of mouth. This means that providing a great customer experience from beginning to end — especially during every stage of the sales process — should be high on your list of priorities.Recently, Lawmatics CEO, Matt Spiegel, joined Moshe Amsel, host of the Profit with Law podcast, to discuss the importance of delivering a great client experience throughout the entire sales process. This enlightening conversation covers:

1. The differences between CRM and practice management systems
2. KPIs and metrics your law firm can use to evaluate the success of your sales process
3. How a positive client experience is more important than the legal outcome

What you will learn when you listen to this episode of the profit with law podcast

Some of the many highlights from this discussion are:

• A CRM is designed to engage, nurture, and build relationships with your clients throughout the sales process.
• There needs to be a balance between transactional interactions and relationship-building moments with your clients throughout the customer journey.
• The three phases of the client customer journey: Intake, Active Case, Case Complete. The final phase is often the most overlooked, and yet, it plays a key role in turning clients into repeat customers and bringing in more referral-based business.
• Not all CRMs are built the same. A legal-specific CRM provides more functionality and support for the unique needs of law firms.
• Creating a seamless series of automations and methods of communication is essential to providing a positive customer experience that scales with the growth of your law firm.
• It’s important not to lose your humanity when setting up automated messages. Your clients want to feel like you’re supporting them 24/7 - even when you’re not!
• Don’t forget to measure the impact of your efforts on a regular basis - what are your conversion rates? How much is the cost per lead and cost per client? Your law firm’s data provides a wealth of information that can help you make better-informed decisions for your law firm.

“It's not the result that they remember; it's the experience that they remember.”— Matt Spiegel

There’s so much more you can learn from this conversation. Listen to Moshe and Matt’s full conversation on the Profit with Law podcast below!

What is your role at Lawmatics, and what does your job entail?

I’m an Account Executive/Sales Engineer. I am responsible for understanding the needs of our potential clients and how Lawmatics can help their firm.

How did you end up working for Lawmatics?

I started working with Matt, Sarah, Roey, Fred, Anna, Johnny, and Zsolt at a previous company. When they started working on Lawmatics, I was at another startup here in San Diego. I was in the middle of a fist bump with my boss celebrating my one-year anniversary when Matt sent me a message, “It’s time…..you got a good sales guy for me? ” Like the bat symbol in the sky...I was called.

What’s the best part of your job?

The best part in my role is that it's more than sales. Firms will tell me their process, and I get fulfillment from showing them how we can automate and save them time. This job allows me to think outside the box and find a way to integrate our platform into a law firm's current processes.

What challenges have you faced or opportunities you’ve uncovered working remotely during COVID-19?

I feel like covid does not have a negative impact on my work. Working remotely allowed me to be more focused on tasks and less stressed to the outside noise. It also taught me how adaptable I could be and realigned my priorities.

Where are you originally from, and how did you end up in San Diego?

I’m originally born and raised in Chicago and moved to the Bay Area in 2010 for a change of scenery and to be closer to family. I ended up moving down to San Diego from San Francisco 6 years ago and have loved every second of it.

What do you like to do when you aren’t working?

Until 2 weeks ago, not a lot due to working on my BS in Information Technology. I am happy to say that it is over now, and I plan to focus on some continued learning, specifically strengthening my coding skills.

When I have some free time, I like to spend it with my better half and nerd out with some online gaming (FPS mainly). I also love cooking and use it as a way to unplug and not look at my phone or slack.

What is a fun fact most people may not know about you?

I used to be a DJ and was very passionate about it for nearly two decades. It started when I was 16, and I ended up visiting my older brother in San Francisco. He was playing gigs all over the city and really loved it. One day he played a record called “Around the World” by my favorite group, Daft Punk, and that was pretty much it. When I got back to Chicago, my brother sent me a DJ starter pack, including two turntables, some vinyl records, and a pair of headphones. The rest was history.

What is the one thing you can’t live without, and why?

Pizza…. It’s simple, really. I have had some good times with family and friends, eating a pie and watching a Bears game. Pizza is also the one thing I try in every new city I visit and love how each city/region/country has their own spin on it.

Do you have a favorite saying, quote, or personal mantra, and if so, what is it and why?

I’m a huge sci-fi person and love the original movie Tron from the ’80s and the sequel Tron: Legacy from 2010 that featured Daft Punk as the composer of the musical score. I always viewed Kevin Flynn as a combination of real-life technology personalities in today’s world (e.g., Musk, Gates).

"Together, we're gonna change the world, man." — Kevin Flynn

Can you walk us through your "Aha" moment—the moment when you realized how powerful the Lawmatics platform is for lawyers and law firms?

This was pretty early on in my time with the company. By the time I arrived at Lawmatics, I had experience selling software across multiple industries and have come across a variety of tools. Lawmatics builds on this but in an intuitive way that lends itself well to firms and the legal space as a whole. The platform is easy to navigate and provides the firm flexibility to shape the software to their practice.

Based on your experience, what words of wisdom or advice do you have for legal professionals looking to help their law firms win more business, impress clients, and be more efficient?

Automate...automate...automate. Do this with any repeatable task and look for ways to save time on processes that drown you with admin work. I also recommend viewing intake as a sales process that involves not just acquiring information through intake but having visible tracking and automated follow-up.

What is your role at Lawmatics, and what does your job entail?

I am a Lawmatics software craftsman. I am responsible for taking care of our platform’s infrastructure while simplifying our customers’ lives by helping the engineering team create the powerful features we offer in our platform.

How did you end up working for Lawmatics?

I started working with Matt and Roey a long time ago on other products. I've been working for Lawmatics since the very beginning. I enjoy how we continue to work together to deliver an exceptional experience to our customers.

What’s the best part of your job?

The best part of my job is interacting with all the amazing people we have in our team. It's pretty incredible to feel that everyone here works with passion and acts like a family.

What challenges have you faced or opportunities you’ve uncovered working remotely during COVID-19?

Well, I was already working remotely for Lawmatics before COVID. And I really appreciate that the Lawmatics team communicates really well and stays organized despite the team being entirely remote.

Where are you originally from, and how did you end up in San Diego?

I'm from Goiania, Brazil, and still here in Brazil. But I love to go to San Diego to visit our team. I miss these moments so much with our team. I look forward to when it is safe for us all to come together as one team again.

What do you like to do when you aren’t working?

I'm a person with a lot of hobbies, and I'm learning to fish this year. I take my hobbies very seriously with a learning plan like a business. I'm a Tennis addict and love to play board games.

What is a fun fact most people may not know about you?

I love popular Brazilian country music. It's really fun because as a nerdy engineer, nobody can imagine my music taste.

What is the one thing you can’t live without, and why?

I can't live without "Pamonha.” Pamonha is a very typical Brazilian food that is a paste made of sweet corn that is boiled and wrapped in corn husks.

Do you have a favorite saying, quote, or personal mantra, and if so, what is it and why?

"Love the life you live. Live the life you love." -Bob Marley

I really appreciate all the moments that happen in my life. Bad moments are an opportunity to learn and grow.

Can you walk us through your "Aha" moment—the moment when you realized how powerful the Lawmatics platform is for lawyers and law firms?

I decided to use our platform for hiring new engineers and created a hiring process flow using Automations, Pipelines, and Email templates. At that moment, I realized how adaptable Lawmatics is, and you can automate everything.

Based on your experience, what words of wisdom or advice do you have for legal professionals looking to help their law firms win more business, impress clients, and be more efficient?

A long time ago I got an SMS from my dentist on my birthday. I never forgot about this dentist because of this one small thing. My advice is "be simple" and never forget the most important part of your business: your customers. Simple actions like an SMS on your customers’ birthday will help them keep your business top of mind.

Since an engineer's mind naturally wants to automate everything, I highly recommend focusing on automating your workflow. Our pipelines with Automations can be a very powerful way to organize your day-to-day work, and taking the time to explore Automations can help you be more efficient.

Happy April from all of us at Lawmatics. Our team is growing here, and as it grows, so does our ability to create amazing experiences for you very quickly. To that end, this month we have a whole slew of platform enhancements that we have released into the wild. Some of these have been available for a week or two, so you may have already noticed. :)

Failed Automation Notifications

While our automation platform is second to none, failures can occur for any number of reasons. For example, it could be because the contact doesn’t have an email address or a phone number. The good news is that now you can receive notifications alerting you to a failed automation. This will allow you to go and investigate why the automation failed and rectify the situation.

Firm Financial Permissions

Lawmatics gives you incredibly useful and insightful data about your firm. Some of that data is financial in nature and, understandably, something that perhaps not everyone in your firm should have access to. Now, you can easily hide those financially driven data points from specific users.

Notification/Dashboard Events Link to Records

You can now easily navigate to a notification or dashboard event’s related record just by clicking the link in the respective notification or event, making navigating around Lawmatics just a little bit easier. :)

Marketing Stats

We have completely reworked our marketing stats engine to ensure that all data is accurate and that specific metrics are using the right method in their calculations. We also added some additional date range options to our Insights dashboard, as well as some additional data points to the general Dashboard.

Updated Booking UI

Calendar booking is one of the most used features. In an effort to really enhance the functionality of this feature, we have released an updated UI when booking an appointment. A much cleaner user interface delivers a better experience for your end-user. Keep an eye out because there are some truly amazing functionality improvements coming to calendar booking over the next couple of weeks.

Change Matter Context Within Forms

We have added the ability to switch which matter you are viewing data for a while inside of a custom form. No more having to exit the form, find a matter, and open the form again. You can simply context switch from directly in the upper right corner of the form.

City and State to LM Sign Audit Trail

LM Sign audit trail now also gives you the city and state of the person who viewed/signed the document. We still include the IP address and GPS coordinates(when available), but we now include the city and state for easier identification.

Check in next month for more updates and improvements from the Lawmatics team! Not using Lawmatics yet? There’s never been a better time to start. Book a personalized demo to learn how we can help you grow your law firm!

It’s tempting to believe that if you build a law firm, the clients will magically appear. However, the reality is that a lot of work goes into bringing in new clients and delivering a delightful customer experience.And once you get those clients in the door, you have to coordinate responses to their inquiries, answer their questions, schedule meetings—all the work that happens behind the scenes before you even start crafting your opening argument. It’s no easy task for any attorney to take on their own!The good news is that it’s possible to exceed customer high expectations with the help of technology. That’s why Lawmatics CEO, Matt Spiegel, teamed up with Kelsey Johnson, Product Marketing Manager at Smith.ai, to share their insights and tips for efficiently and systematically driving high quality leads for your law firm.Watch the recorded webinar to learn how to:

• Use Smith.ai for call & chat answering, lead qualification, and scheduling
• Set up Lawmatics forms for intake on the first call
• Integrate Smith.ai and Lawmatics to automatically log calls
• Create automated workflows in Lawmatics to nurture and follow-up on leads

That’s right, you can learn how to capture and intake more leads for your law firm in just 60 minutes. Watch the full webinar below!

If the last year has taught us anything, it’s that change is constant. However, it’s important to remember that not all change is bad.The last year presented a lot of new and difficult challenges for us here at Lawmatics—I’m sure you can relate to that. Through it all, we remained committed to delivering Legal Client Intake Software and Marketing Automation CRM solutions that help you impress your clients, be more efficient and win more business. We’re thrilled about the direction we’re headed and appreciate having you aboard this journey with us.One thing that became clear to us the past few months is the opportunity to update our website to better reflect who we are, what we do, and how we help law firms like yours succeed. So we kicked off the initiative to revamp our entire website a few months ago and are excited about the new look and feel. Hint: You should explore the new Lawmatics.com if you haven’t already done so!So much thought and care went into this transformation, and it wouldn’t have been possible without the support of all of our Lawmaticians and our amazing customers. Allow me to give you a grand tour of the new Lawmatics website and explain the evolution that brought us to this point.

Let us show you how Lawmatics can help your law firm

We made updates to our website to help you understand exactly what Lawmatics does and how it helps grow your firm. If you only have 90 seconds, we have just the video for you:

With Lawmatics, you can:

• Set up powerful automations to handle your client intake and marketing efforts, so you save time and money
• Stay engaged with your database of new and existing clients with customized email drip campaigns.
• Seamlessly manage the attorney-client relationship with automated reminders and confirmations and everything you need to deliver a delightful experience for every client.

Overview of the Lawmatics platform

Our powerful Legal Client Intake Software and Marketing CRM is built specifically for attorneys. It is organized into four key components:

• Client Intake - Automate the entire client journey, build a custom intake process for your clients, set up automated appointment scheduling, offer e-signatures, and collect and organize essential documents.
• CRM - Lawmatics' CRM for lawyers provides a unified view of your clients to collect the data you need to deliver an elevated client experience.
• Marketing Automation - Our marketing automation for law firms makes it easy to build automated email campaigns with custom triggers and logic, so your clients get the right email at the right time, every time.
• Reporting and Insights - Our visual reporting makes it easy for you to see your law firm’s performance at a glance.

Hear what our customers are saying about Lawmatics

Don’t just take our word for it; our customers have a lot to say about their experience with Lawmatics. Check out our Customers page to read case studies and testimonials.

You can also take a look at more reviews of Lawmatics on G2!

We’re putting our resources front and center to help you be more successful

Stay up to date with the Lawmatics blog

Whether you’re looking for tips and best practices to grow your law firm or be among the first to know about the latest feature releases, The Lawmatics Blog is your go-to source. We’re adding new posts all the time so add The Lawmatics Blog to your bookmarks!

Find the educational resources you need in our learning center

Our Learning Center features ebooks and webinar recordings to help you quickly get up to speed on the Lawmatics platform, learn how to optimize the legal client intake process, tips for law firm marketing, and more.

Visit our help center to access our documentation

Our documentation library is a searchable resource to help answer any technical questions you have as you explore the Lawmatics platform.

Access our API documentation

One of the things that makes Lawmatics special is how easily it can be customized depending on your unique use case. You can find all of our API documentation in one place.

And we’re not done yet—we have more exciting changes planned

Updating the website is just a small part of our overall strategy—we have a lot more in the works! We’re continuing to focus our resources on quickly expanding the Lawmatics platform functionality and adding on to the most robust legal CRM, client intake, and marketing automation tool for our customers.Stay tuned for more exciting updates from the team!

March 2021 feature release: new embedded forms redirect

Welcome to the March 2021 Feature Release! As always, our team has been hard at work improving many aspects of the Lawmatics platform to help you win more business, impress your clients, and increase efficiency at your firm.This month, we’re excited to share some powerful enhancements that we made to one of the most widely used features on the Lawmatics platform: custom form. While custom forms have always been easy to embed on your website, now you can redirect to any webpage after an embedded form is filled out!Keep reading to learn how you can start taking advantage of these features!

How the embedded forms redirect works

If you have a redirect URL attached to your embedded custom form already, no action is necessary on your part. You’ll enjoy all the benefits of this latest enhancement automatically!If you do not have a redirect URL attached to your embedded custom form, simply follow the steps below:

1. Go to the edit screen for your custom form
2. Add a redirect URL from the left side of the screen under the settings section

And that’s it! Your visitors will be automatically redirected to the URL of your choice once they complete the custom form embedded on your website. We will maintain all URL parameters attached to the form as well. This means that if you’re using UTM parameters to track your marketing efforts, you will be able to see them reflected in your marketing tools like Google Analytics.Check in next month for more updates and improvements from the Lawmatics team! Not using Lawmatics yet? There’s never been a better time to start. Book a personalized demo to learn how we can help you grow your law firm!

Welcome to the February 2021 Feature Release! As always, our team has been hard at work improving many aspects of the Lawmatics platform to help you win more business, impress your clients, and increase efficiency at your firm.

This month, we’re excited to share some of the latest and greatest enhancements to the platform that will help you grow your law firm including some improvements to our tagging functionality and a new Download All button.

Keep reading to learn how you can start taking advantage of these features!

Tagging Improvements: Speed Up Your Efficiency When You Search by Tags and Add Tags to Companies

We’re thrilled to see that tagging has become a fast favorite since we launched it a few weeks ago. We’ve added some additional functionality to this feature to make it even more helpful.

Search by Tags

Using the global search bar in the Lawmatics platform, you can search by tags. Just click the search icon at the top of the screen (or use the Shift + Space shortcut), start typing your tag, and all objects with that tag will show up in the search results.

Tags on Companies

You can now add tags to companies just like how you tag matters and contacts. You also have the ability to filter by tags on the companies table.

New: Save Time Gathering Documents and Files with Our Download All Button

With a single click, you can now download all documents and files from a matter or contact. Simply navigate to the files tab on the matter or contact and click the “Download All” button below the list of files.

Bonus: Tips From the Lawmaticians

Our team of experts is sharing their shortcuts and tips to help you get the most out of your experience with the Lawmatics platform!

“I love Tags. Love them. So much better than post-it notes as an attorney recently told me. ;) They are hooked into every part of the system which makes them a great organizational tool. My recommendation, use them.” - Bobby Orozco, Account Executive

“If you can invest a little extra time in getting your email templates, drip campaigns, and automation set up, it will end up not only saving you mountains of time down the road but also result in more business and happier clients..” - Anna Gasperlin, Client Success Specialist

“Because we are fanatical about finding ways to speed up our users' workflows, we have keyboard shortcuts to accomplish common actions in Lawmatics from anywhere in the app. All you have to do is hover over the “?” icon in the top bar to get more details.” - Roey Chasman, Co-Founder & CTO

Got any tips and tricks of your own? We’d love to hear about them! Contact the team at mail@lawmatics.com. Looking forward to hearing from you!

Check in next month for more updates and improvements from the Lawmatics team! Not using Lawmatics yet? There’s never been a better time to start. Book a personalized demo to learn how we can help you grow your law firm!