October 2022 Feature Release
As we find ourselves in the midst of sweater weather and pumpkin spice season, Lawmatics has another new round of feature releases that we hope kicks off your autumn season with a loud and celebratory bang.
Collecting payment for consultation fees just got a whole lot easier with the addition of the LMPay Gateway in custom forms and booking forms. Add this advanced field to your consultation forms to make it easy for clients to schedule an appointment and pay for a consultation in one fell swoop.
To start using this feature, email us at firstname.lastname@example.org and request LMPay activation.
Lawmatics is a great tool for securely storing important files and documents from your firm’s many matters. With this huge improvement to our file storage system you can now create custom folders within a matter’s files tab and move files between folders as needed.
Click here to learn more about using file folders.
Multi-Select Files (Bulk Actions)
In addition to creating folders for your matter files, you can now bulk select files with the option to download or delete multiple files at once, saving you the time of managing files one by one. It’s easy. Simply select the box adjacent to the file name and click on the action of your choice.
For additional information on our file request feature, click here.
We are thrilled to share yet another feature addition to LM Pay: Automatic Payment Receipts. Create custom receipt email templates for each type of invoice, such as consultation fee vs. retainer fee, and then select whether or not you would like to include the official receipt as a PDF attachment (sample shown below). Once you have created a receipt template for any particular invoice type, said receipt will automatically be delivered upon successful payment. This is yet another way of delighting your clients every step of the way, sans any heavy lifting.
To learn more about creating custom receipt templates, click here.
Evergreen Trust Alerts
With our time and billing features you can use Lawmatics to manage your firm's trust account (IOLTA). Our new Evergreen Trust Alerts give you the option to set a minimum trust balance notification, making it easy to take action when a matter’s trust balance dips below the minimum you have specified . To use this feature, turn on the toggle on the ‘Minimum Trust Balance Alert’, as shown above, and then click the edit pencil on the far right to set the minimum balance for a particular matter.
Read up on Trust Accounting in Lawmatics here.
Thanks for checking out the latest features from the Lawmaticians. We hope you enjoy these cozy days of fall, and stay tuned for more exciting releases to come!