September 2021 Feature Release
Happy Fall! This is the start of our favorite time of the year, and we are cooking up some awesome holiday surprises. Stay tuned for those announcements! 😉
In the meantime, we released some amazing new features that we think you’ll love, including Custom Asset Emails and Staff Matter Link!
Custom Asset Emails
We are happy to share that you can now customize the emails sent to your clients letting them know they have a document to sign, a form to fill out, an appointment to book, or files to provide. In addition, if you don’t want to use the Lawmatics default email (which just provides for a message body with no merged data), you can now create a plain text email from scratch, complete with any custom fields merged in.
What’s more, you can create a custom email for each individual asset. For example, you can have one email for a simple estate plan intake form and another email for a revocable trust intake form. This allows you added control and customization over the experience your clients receive. Support documentation for Custom Asset Emails can be found here.
Staff Matter Link with Permissions
You may have noticed a couple of additional fields added onto matters over the last few weeks, namely, Lead and Originating Attorney. We are excited to announce that we have now added the ability to link staff to matters too!
Matters in Lawmatics now have an additional field titled Assigned Staff. This allows you to add any additional firm staff to a matter. It is a multi-picklist field, so there is no limit to the number of staff that you can add to a matter. So whether it’s an associate attorney or a paralegal, it is easier than ever to keep track of who is working on what.
Additionally, you can also now base permissions off of Assigned Staff, giving you the ability to limit the matters/contacts that a staff member can view. This rounds out the permission options in Lawmatics, giving you the ability to limit matters based on Lead Attorney, Originating Attorney, or Assigned Staff. Support documentation for this enhancement can be found here.
This release also includes numerous bug fixes.
Our goal is that these additions to the platform make your daily lives simpler. Like we mentioned earlier, we have some really amazing things in the works, so keep your eyes out for more updates from our team.