July 2023 Feature Release
The dog days of summer are here, as are the latest new features from Lawmatics! Soak in some rays and revel in a host of powerful new tools and capabilities designed to help your law firm soar to new heights. Read on as we unveil the lineup of this month’s brand new features and enhancements.
Enhance data analytics with Invoice and Time Custom Reporting
On top of our existing reporting capabilities, you can now effortlessly create Custom Reports for Invoices and Time Entries. Now when you create a Custom Report, you’ll see new options for Report Type: Time Entries and Invoices. After building your report like normal, you can save it and come back to view it at any time. This new addition will help drive decisions backed by data on where and how your firm’s staff are spending their time. Having said Matter ROI on demand will support the development of your business strategy.
Learn more here.
Repeat automated workflows each time a Form is filled
By default, Lawmatics Automations only run once – meaning that if the condition is met multiple times, the Automation will only run the first time the condition is met. You now have the option to allow the Automation to run every time the selected form is submitted. Use this new option for any scenario where you expect a lead or client to fill out a particular form multiple times, and you want the necessary workflow to trigger each and every time.
Click here to read more about this feature.
Keep precise records with Email Assigning Inbox
Managing multiple matters for a single contact used to be a challenge, but not anymore! The Email Assigning Inbox is your new go-to tool for effortlessly assigning specific email exchanges to the appropriate matter. Our intelligent system already automatically matches an email communication with its corresponding Matter in Lawmatics, but you can now manually assign emails that might pertain to multiple Matters. Keep your records precise and your workflows seamless.
Get started here.
Real-time sales cycle duration metrics
Say hello to Days to Close, a powerful addition that automatically tracks the number of days from when a Matter is created to the day it converts. With this data at your fingertips, your law firm will have greater access to real-time metrics that provide a clear picture of your sales cycle duration. Easily view this field on a Matter’s profile, or use it directly in your custom reports to help make data-driven decisions, optimize your workflows, and enhance the efficiency of your Matter handling.
Click here to learn all about Matter conversion.
Eliminate duplicate work by Resubmitting Forms
You can now use our new Resubmit feature to effortlessly transfer and repurpose form submissions with just one click. When you click the Resubmit button, you can seamlessly associate that Form data with an existing Matter or use it to create a new Matter. If your clients have multiple Matters, this new feature will eliminate wasteful duplicate work each time.
Stay in the loop on Task progress
This new Tasks feature logs a comprehensive record of all activity associated with a particular Task. Navigate to the Task – whether it's from the Tasks dashboard or within the Matter profile – and instantly unlock a detailed timeline of all updates and changes made to said Task. Stay in the know, eliminate guesswork, and gain complete visibility into the Task's evolution.
See how to track your Task progress.
As always, thanks for checking out this latest update from Lawmatics. Stay tuned for even more exciting features to come as the summer continues to heat up!