January 2024 Feature Release
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.
