November 2021 Feature Release
Happy November! We love this time of year here at Lawmatics, and our team is very excited for the season to begin. All of the holiday spirit has manifested itself in some great new features from our product team that we are excited to share with you today.
Automation Delivery Windows
The best automation platform in legal just got A LOT better. We have added delivery windows to all actions in our automation platform. This means that you can now specify the hours and days of the week for the delivery of a specific action within an automation. For example, you might have an automation that sends out an e-signature document, but you don’t want that document to go out for signature at 11 pm. With delivery times and windows, you can now set the delivery of that signature document to be during business hours, so if the action to send the e-signature document comes up at 11 pm, it will wait until the next day and until the specified delivery time/window before sending the document.
This feature also works on delay actions, meaning that you no longer have to worry about a delay ending and firing the next action in the middle of the night on a Saturday. The proper use of this new feature will enhance your engagement on every type of communication you have with your contacts in automations.
Support documentation along with instructions on how to use the Automation Delivery Window feature can be found here.
Client Portal Enhancements
Client Portal, one of our biggest new features over the last six months, keeps improving by the week! We are happy to announce that file requests and custom forms are now shareable within the client portal, giving your contacts yet another convenient way to interact with the assets that you share with them. Learn more about the portal here.
What’s more, we have also added a new automation action for granting Client Portal access. You can now automatically invite a contact into the Client Portal via the Lawmatics automation platform. Just use the new Invite to Client Portal action!
We have many more great additions to the Client Portal coming soon. Please keep your eye out for more feature announcements from us that contain some really incredible new portal features that will change the way you communicate with your contacts.
Clio Integration Enhancement
We love our friends over at Clio, and we know that many of you feel the same way. So we are really happy to announce a long-awaited upgrade to our integration with Clio...support for picklist field mappings. You can now map Lawmatics picklist fields to Clio picklist fields. Lawmatics will now present you with a beautiful interface to map the actual values of the picklist fields between the two platforms, allowing you to sync a very important field type in Lawmatics to Clio.
This release also comes with many bug fixes and performance improvements to the platform. We look forward to sharing some of the other projects we have been working on with you soon. 😉