January 2023 Feature Release
New year, new features! 2023 is here and so is a massive upgrade to Lawmatics Tasks! We are delighted to share our exciting new Task functionality with you.
Custom Task Statuses
You can now create custom Task statuses in Lawmatics to further organize your Tasks in alignment with your unique operational processes. This update comes on the heels of our newest default Task Statuses such as Not Started and Waiting on Client. To create a custom Task Status, navigate to the Tasks page from the Settings menu.
Learn more about custom task statuses here.
Any Task for which the work needs to be divided into smaller parts can now be broken up into Sub Tasks. Within any Task, simply click + Add Subtask and enter a brief task description. This enables your staff to easily check off each step as they work their way through a Task. Firms also have the option to toggle a setting so that automatically marks a Task as complete once all Sub Tasks are completed.
Click here to read all about creating tasks.
Get a refresher on using the client portal here.
Comment Thread on Tasks
To ask questions, request extra information, or offer insight on an open Task, you can now add comments. Each comment logged within a Task is timestamped for future reference. Comments also denote which user left the comment, which comes in handy for Tasks that involve multiple collaborators. In addition, new notification options are available for Task comments so that no critical updates slip through the cracks.
@ Mentions in Task Comments
Want to leave a comment that pertains to a specific colleague? Simply type the @ symbol to select any users you’d like to tag in the comment. This is a great tool for making sure the correct person doesn’t miss any updates on action items that involve them specifically.
Learn more about task comments and mentions here.
Notifications for @ Mentions in Tasks
In tandem with @ mentions in Tasks, we’ve also added a new notification option for Task comment mentions. Toggle on notifications to be notified when a fellow staff member tags you in a comment.
Click here to learn about all of the notification options in Lawmatics.
Bonus Additional Features!
Custom Field Sync to Smokeball
We are thrilled to share an update to one of our most popular integrations. You can now sync Custom Fields to Smokeball via the Lawmatics integration. Whereas previously only a selection of default standard fields could be mapped from one platform to the other, you can now select any of your custom fields to map to a Smokeball field.
Learn all about the Smokeball integration here.
Collecting payments just got even easier with the addition of Batch Invoicing. For clients who have more than one ongoing matter with your firm, you can now send invoices for all of their matters in one batch. This allows them to receive all of their invoices for multiple matters in one email, making it easy for them (and you) to manage all invoices. We’ve also given you the option to create a custom email template specifically for batched invoices, providing extra clarity to the billing process for your clients.
Read up on Lawmatics time tracking & billing here.
Even more new features we’re excited about!
- Subscribe to reports and receive an automatic email containing a summary of the report as well as an exported CSV file of said report
- Create matter file folders via automation
- Audiences will now automatically filter out contacts who don't have an email or have unsubscribed
If better organized internal communication is a new year’s resolution for your firm, this latest feature release will help you do just that. We’d love to hear your thoughts on how tasks have helped your firm, share with us at email@example.com!