March 2022 Feature Releases
You may have thought that all of our attention has been on our new Time and Billing release announced two weeks ago, however, we are extremely proud to release several new highly requested features to the Lawmatics platform.
While Time and Billing is a focus of ours and has already been an extremely popular feature in the platform, we remain fixed on making Lawmatics the leading CRM in the legal market. This means listening to our customers and developing features and functionality that make their day-to-day easier. The features we’re announcing today go a long way towards that goal. So, without further ado, here’s what we’ve been up to!
Multi-Condition Automation Rules
New customization options for Automations in Lawmatics, make building new automated workflow in your legal CRM even faster and easier. You can now designate multiple entry conditions (or triggers) that add contacts to an Automation workflow, automatically. Using AND or OR logic, triggers such as form fills and eSignature completions can be paired or conditional.
Suppose you have a single intake workflow in your law firm that’s applicable to multiple practice areas. You can now tie each of your various intake forms to a single automation workflow in lieu of creating redundant automations for each existing intake form.
Entry conditions can be added easily within Automations in Lawmatics by clicking on and toggling the AND /OR labels, after which you can select your Workflow Entry Rules.
Custom Form Conditions (Multiple)
Onboarding should be a seamless process for all prospective clients, regardless of the circumstances of their inquiry. A recent update in Lawmatics allows you to add multiple conditional fields to your intake forms using AND or OR logic. These fields then only appear based on the responses entered into previous fields.
Suppose a property owner intends to sue a tenant for damages. As a real estate attorney, you could easily build a ‘Property Address’ field into their intake form that appears only if the prospective client indicates that they’re a property owner . Said intake form can also be used internally by your staff to add prospective clients into Lawmatics without delay.
Suppose a spouse seeking divorce intends to sue for custody. As a law firm that spans multiple practice areas, I could easily build a custody dispute field into my intake form that appears only when divorce is selected as a practice area and the prospect indicates that they have children who are minors. Said intake form can also be used internally by your staff to add prospective clients into Lawmatics without delay.
Update Contacts & Matters Via Import
With Lawmatics' powerful reporting, the more complete your contact database in the platform regarding your firm's contacts, clients, past clients, old leads, friends & family, referral partners, etc, the better equipped you are to work your cases.
In addition to importing contacts and clients into your Lawmatics database for the purpose of data migration, you can now use imports to update existing records in Lawmatics with new information. This is especially useful if you are migrating data from multiple software solutions or if you erroneously imported a contact list with missing information.
When importing a list of contacts into Lawmatics, a new option appears to Update Existing Records in your database. Simply select .CSV file to upload, check the box, and all existing records with matching email addresses will be populated with any new field information.
Custom Email Template Tags
Email organization in Lawmatics just got more sophisticated. You can now easily filter all new and existing emails based on tags of your choosing. Tag your emails as a particular type, such as marketing, intake, follow up, scheduling, internal, etc, or specify the target audience for easy reference. Once tagged, it’s easy to track down and make copies of important emails as templates rather than depending on naming conventions to do so.
When editing an email in Lawmatics, simply navigate to the Tags section to either select from existing tags or start typing to create a new tag. That email can then be filtered by the chosen tag. Easy.
Custom Invoice Email
When using our new Time & Billing feature, you can now create a custom email template for sending invoices to your clients. Simply enter your own custom message with a unique greeting or information pertaining to your billing process to be delivered with your attached invoice. If, for instance, you’d like to include the contact information of your billing person and/or thank the client for their business you can do so here. The added personal touch serves as an opportunity to offer additional detail and let your firm’s personality shine through, increasing client affinity to your brand.
If you’re not yet using Time & Billing in Lawmatics, get started here.
Plain Text Emails Appear in Matter Timeline
When working a matter for a client, a paper trail of contact communications is absolutely critical to protect yourself from any accusations of malpractice or negligence. And the more meticulous your records, the better.
To that end, anytime a plain text email is sent to your prospects or clients via Lawmatics, the exact email content will automatically appear in their activity timeline, as seen by the recipient. This will let you view at-a-glance precisely what was sent to a contact and when.
As always, this release also comes with many bug fixes and performance improvements to the platform. There’s plenty more to come so buckle up and stay tuned for more releases and enhancements to come. 😉