September 2023 Feature Release

Published on September 19, 2023
2 minute read
<a href='https://www.lawmatics.com/blog/author/devon/'>Devon Roth</a>
Written by Devon Roth

We're excited to shine a spotlight on the latest additions to Lawmatics! In an ever-evolving digital landscape, these new features are here to empower you to stay at the forefront of innovation. Get ready to discover what's fresh and game-changing from the Lawmaticians!

Redefine your Reports and Audiences with Advanced Conditional Logic

Take your data analysis to the next level by combining multiple criteria with Advanced Conditional Logic. Filter your Reports and Audiences by layering both “and” and “or” conditions to uncover hidden insights, track trends, and make data-driven decisions. Whether you're running campaigns or segmenting clients, this feature gives you unparalleled control. Stay tuned to see where Advanced Conditional Logic is incorporated into the platform next!

Learn more here

Clean up your CRM by Merging Matters

On the heels of our recent Contact Merging feature, you can now easily merge two Matters. If you end up with a duplicate Matter, you can simply click the Merge button on the duplicate Matter to combine the duplicate and original Matter. If there are any conflicting fields, you’ll be able to select which Matter’s data should persist.

Driven by user requests, this new feature keeps your pipeline accurate and tidy.

Learn more here

Tailor your texts with multiple SMS numbers

Your firm can now send text messages using multiple phone numbers via Lawmatics. If your firm has a presence in multiple geographical areas, this feature ensures you can reach out to clients with an area code that feels local, trustworthy, and familiar. To activate this feature, simply email us at support@lawmatics.com and let us know what area code(s) you would like to add.* Once enabled, you can start connecting with each client a bit closer to home.

*Note: Additional fees apply.

Learn more here

And more!

  • Leave notes on Contact and Company profiles with the new Notes tab
  • Customize your built-in appointment confirmation and reminder emails even further by selecting a user for the emails to send from
  • See which user deleted a Matter in your Recovery Bin with new “Deleted By” column
  • Rearrange the options in a custom picklist field by dragging and dropping in your Custom Fields settings

Thanks for taking the time to explore our latest feature release! We admire your commitment to staying at the forefront of legal innovation. Rest assured, there's much more in store – and we can't wait to share it with you.

Devon Roth

Devon is Product Manager at Lawmatics, a corgi fanatic, and a born and raised Seattleite turned SoCal lover. She works with all departments at Lawmatics to ensure that our customers have the best experience using a platform that never stops improving.
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