The Lawmatics Blog

What is your role at Lawmatics, and what does your job entail?

I am an implementation specialist at Lawmatics! Once the sale closes I am assigned a customer to help them throughout the onboarding process. I guide them through setting up their account to fit the needs of their firm and help them realize how powerful and amazing Lawmatics is.

How did you end up working for Lawmatics?

I was scrolling on LinkedIn one day and a customer success position for Lawmatics popped up on my feed. I submitted an application and not long after that I got a message from our very own Sarah — and the rest is history!

What’s the best part of your job?

The best part of my job is at the end of onboarding a customer when they are truly excited about getting their account live because they see how much the product is going to help their firm and how much potential Lawmatics has for them.

What new thing did you discover about yourself during the pandemic?

One new thing that I discovered about myself during the pandemic is that I needed a puppy. Because of that realization, I now have my corgi puppy, Stitch!

Where are you originally from, and how did you end up in San Diego?

I was born and raised in Seattle, Washington (Go Seahawks)! I visited my friend who was going to school at San Diego State one weekend and decided that I needed to move to San Diego ASAP. I ended up going to and graduating from San Diego State University and then just ended up staying here because what’s not to like about San Diego.

What do you like to do when you aren’t working?

I LOVE going out to restaurants and finding new spots to eat, whether they are hole in the wall spots or higher-end places. Food is something I am always okay with spending money on. I also love cooking meals, when I feel like I have the time. Taking that first bite of a meal that you’re really looking forward to is so rewarding.

What is a fun fact most people may not know about you?

I once went to Chris Cornell’s house when I was a kid for a family friend's birthday party. If you know you know.

Tell us about one of your craziest SFW experiences.

A few years ago I went to a “The Weeknd” concert and my friends and I were invited to go down to the VIP section. On top of that, after the concert was over we got to go backstage and to the afterparty where I got to meet another musical artist. It was also sponsored by Grey Goose so we got unlimited free drinks (Cheers!).

What is the one thing you can’t live without and why?

Cheeseburgers. I feel like I don’t even need to explain why.

Do you have a favorite saying, quote, or personal mantra and if so, what is it and why?

One of my favorite quotes is from Audrey Hepburn because she is one of my favorite actresses ever. The quote is “For beautiful eyes, look for the good in others; for beautiful lips, speak only words of kindness; and for poise, walk with the knowledge that you are never alone.”

Can you walk us through your "Aha" moment - the moment when you realized how powerful the Lawmatics platform is for lawyers and law firms?

My “Aha” moment was probably on my third day of working at the company. I was blown away with the infinite amount of possibilities that a firm could benefit from Lawmatics. I had never seen a software so powerful.

Based on your experience, what words of wisdom or advice do you have for legal professionals looking to help their law firms win more business, impress clients, and be more efficient?

It’s all about the drip campaigns. What seems to be a real pain point for firms is having to worry about the manual follow-up to close a lead. Why should you add one more thing to your plate when you can have a software do it for you?

Announcing our second round of Lawmatics feature releases this May — we can’t be stopped! 🔥 This collection of product updates introduces new capabilities for automating Lawmatics Payments, our suite of billing & payments features, as well as added functionality to two of our most-beloved features: Custom Forms and Documents.

Invoice Automation

We are delighted to announce the most recent enhancement to Lawmatics Payments. You can now automate the delivery of your flat fee invoices! Automations in Lawmatics feature a new Create Invoice automation action that generates an invoice for any matter with a balance due that it runs on. Doing so enables you to accelerate your billing process in a manner that gets you paid faster while freeing up time to focus on other priorities needing your attention.

To learn more about how to use our brand new Invoice Automation feature, click here.Not yet using Lawmatics Payments? Email us at support@lawmatics.com to add these features to your active Lawmatics account.

Payment Plans

Payment Plans are an incredibly useful and time-saving addition to Lawmatics Payments. For firms who want to offer their clients more flexibility of payment, use this new feature to set up invoice installments to be paid over time on a fixed cadence.Of course we’ve made this feature highly customizable, allowing you to create unique terms for each individual payment plan as needed. This includes setting an initial payment amount, interval length, and the number of installments.

Should a client decide to submit a payment larger than the balance due per installment, the difference will be applied towards the total invoice amount and be reflected in the final installment(s).Any payments towards a Payment Plan can be entered manually, or collected via Lawmatics Pay.Not yet using Lawmatics Payments? Email us at support@lawmatics.com to add these features to your active Lawmatics account.

reCaptcha for Embedded Forms

Lawmatics Custom Forms make it easy to capture new prospective client inquiries from your website, and we’ve now made this feature even better with the addition of reCaptcha. This technology prevents spam bots from entering your Lawmatics contact database via the ‘Contact Us’ form embedded on your website, ensuring that your account is protected against disruptive spam leads.reCaptcha can be added to any embedded form via the form Settings menu in the left sidebar. Simply toggle on the reCaptcha option the reCaptcha will be activated anywhere this form is embedded - no further steps need to be taken.

Add Page Breaks to Custom Built Documents

Custom Documents, with their conditional logic and dynamic e-signature capabilities, have long been a Lawmatics staple for fee agreements and other important firm documents. With the new addition of page breaks, we’ve made it much easier to maintain the look and layout of your new and existing document templates.To add a page break, simply edit the document, and drag over a page break from the Standard Blocks menu. Any text below the page break will automatically be placed at the start of a new page when the document is previewed and/or sent.

This simple but important addition is a game changer for sending out automated documents maintaining both a professional yet personalized look for each client.Need a refresher on how to create custom documents? We’ve got you covered!

New Zapier Trigger - Appointment Created

Lawmatics features a suite of direct integrations with many of your favorite legal technologies. And for software Lawmatics doesn’t directly integrate with, there’s Zapier. This powerful third party tool enables you to connect the robust features of Lawmatics to any of the thousands of other applications available within the Zapier platform.While you may already know and love our popular Zapier triggers such as ‘Matter Converted’, ‘Filled Out a Form’, among many others; we are happy to add yet another trigger, ‘Appointment Created’.This new trigger adds yet another tool to your automation toolbox, by allowing you to initiate actions in other software systems upon the creation of a calendar appointment using Lawmatics. The possibilities are endless. Use this trigger to “Zap” the appointment to another platform, or take any other action available to you from your other Zapier apps.

Ready to start integrating your favorite tech tools with Lawmatics? Access our Zapier app here.—Thanks for checking out our latest features and stay tuned for more exciting updates to come!

Criminal law is a complex and ever-changing field. Every case is different, making it difficult to create a one-size-fits-all marketing strategy. However, there are some basic principles that all criminal defense attorneys can follow to grow their practice. In this post, we will discuss some of the most effective ways to market your criminal defense practice. We will also offer some tips on how to stay competitive in this challenging industry. So if you are looking to expand your criminal law practice, keep reading!

What does a criminal defense lawyer do?

In criminal law, a lawyer defends an individual who has been accused of a crime. The lawyer's job is to provide a strong defense for their client and ensure their rights are protected. Criminal defense lawyers are known for their tenacity, empathy, and advocacy for their clients. Additionally, criminal lawyers will honestly advise their clients of the potential consequences and advise on the best outcome they can achieve. A criminal defense attorney must have an in-depth knowledge of their jurisdiction's complex criminal justice system.

Why marketing for criminal defense attorneys is unique

Criminal defense lawyers often face an uphill battle when marketing their services due to a few factors: financial limitations and the competitive market.

Financial limitations of prospective clients

Due to financial limitations, accused criminals may choose to represent themselves in court or use a public defender. Often, public defenders are handling large caseloads and may not be able to give the personal attention needed to represent their clients. Because of the lack of financial resources or access to court-appointed attorneys, it may be difficult to convince prospective clients that the value of personalized representation would pay off.Overcome this by highlighting your experience with the criminal justice system, and include educational content or videos on your website.

Standing out in the competitive market

Criminal Defense is a saturated practice area, so you may find that you need to do something to appear distinct. You can do this by focusing on niche areas of criminal defense (such as assault, DUI, etc.) or highlighting connections to the local legal community. Your reputation and their reputation and involvement in the local community will set you apart from your competition. You can highlight your involvement by getting testimonials and other social proof from previous clients and colleagues.

Tighten your intake best practices

You can invest all the money into legal marketing efforts, but you will lose out on those well-earned leads unless you have a tight intake process. The first step in your marketing plan is enhancing the firm's lead intake management system and processes to ensure that you can capture and track all of the leads through your various marketing channels. It will also help you qualify those leads and determine which ones are most likely to convert into paying clients.

Answer the phone

More than any other legal practice, it's imperative for a criminal defense firm to have someone answering the phone 24/7. If you can't personally staff this, many services, like Smith.ai, can help you outsource phone intake.

Use call tracking

If you are investing in marketing, then consider call-tracking a non-negotiable. Call tracking is vital for capturing leads because it lets you see how many calls are coming in and getting answered. This information can help you determine which marketing channels are most effective in generating leads. Call tracking can help you qualify those leads and decide which ones are most likely to convert into paying clients.

Use a CRM to track leads and follow up with clients

A customer relationship management (CRM) is a software or app that manages your law firm's relationships and interactions with customers and potential customers. CRMs assist you in keeping track of the leads that come into your firm and manage contacts who have already converted to clients. Using a CRM such as Lawmatics can help you track leads and follow up with clients.Many criminal defense firms use SMS texts to communicate with leads and clients. Choose a CRM that has texting capabilities, so you can connect with your client in a way that is comfortable for them.

Have a well-designed and responsive website

A criminal defense law firm should have a well-designed and responsive website. The website should be easy to navigate and provide information about the law firm, the services offered, and the team of attorneys. Update your website regularly with news and blog posts about criminal defense law.

The website for Varghese Summersett PLLC Fort Worth Criminal Defense Attorneys is sleek, fully responsive, and easy to navigate on all devices. It also features educational content detailing criminal law & various offenses.

The website should be designed with a responsive layout, meaning it will adjust to fit any screen size. Many people will be accessing your website from a mobile device. People who have been accused of a crime are usually anxious and spend a significant amount of time looking for educational material online.

Write content that speaks to your client

Creating videos, blog posts, and podcasts that discuss legal changes and answers to the most frequently asked questions are just a few examples of how you can relate to your client. Consistently creating informative material that demonstrates your authority and experience in criminal defense is an easy way to increase your reputation.

Practice area pages & FAQs

You want to have both practice area pages and educational blog content or resources when building your marketing content. Practice area content consists of substantial overviews of specific areas of law. For example, if you target DUI cases, you may have a DUI overview page and the following sub-pages: Chemical BAC Tests, Commercial Driver DUI, and Marijuana DUI. The sub-pages should answer frequently asked (or Googled) questions such as "What to do if I have to take a chemical BAC test?" or "What are the penalties for DUI while high?"Note that those frequently asked questions can also be used as blog topics, but consider adding these FAQs and answers about 150 words to the appropriate practice area page.

Create pages explaining penal codes or ticket codes

When looking to create competitive content for your criminal defense website, you may consider building out pages that explain specific penal codes or ticket types. These codes are typically less competitive but can serve as educational pages for searchers, especially if they are facing a minor charge like a misdemeanor. You'll see this content tactic used by firms that defend speeding and driving tickets.

Blogging with authority

Once you have a foundation of practice area pages that speak to your services and clients, you can turn your attention to blogging. When thinking about topics for your blog, you want to get more specific about answering frequently asked questions or commenting on changes to laws. You can also highlight your firm's advocacy in the community.

Highlight bi-lingual staff

If you have staff that can speak another language, highlights it! Have the staff person translate your main pages and create a section of your website that helps that demographic. Having bi-lingual staff will help you connect with potential clients who may not speak English as their first language.

Online directories & reputation management

As a criminal defense attorney, you will want to make sure your law firm is listed in several online directories to attract new clients. Online directories also allow you to control your business listing and add additional information on your website, practice areas, and contact information.

Google My Business

Every brick & mortar business should have a Google My Business profile. It's free, and it is the absolute best way for Google to start serving your firm as a recommended business.You will want to fill out your Google My Business profile with as much detail as possible for your criminal defense law firm. Use your registered business name, and resist the temptation to keyword stuff your firm name. While you may see competitors in your area with fake firm names like "Criminal Defense Lawyer Saul Goodman," this is not allowed on Google. Unless good old Saul registered his business name like that, Google would flag his profile.To increase your firm’s appearance in local search results, you may consider having your office hours open longer than the standard 9 - 5 office hours. Google prefers to recommend relevant businesses that are still open when someone is searching. You can also add photos, videos, and posts to your account to help improve your firm's online visibility.

Get listed in directories

Law firms use online directories to list their practice areas and contact information. They can also use these directories to claim their business listings and add customer reviews. Claiming your business listing is important because it allows you to control the information displayed about your firm. You can also use online directories to highlight your firm's online reputation by getting customer reviews.Some popular online directories for law firms include:

• FindLaw
• LegalZoom
• Justia
• HG.org
• Superlawyers.com
• Martindale.com
• Lawyers.com
• Yelp
• Facebook

Many directories provide customers with a wide range of services with ratings to support them.

Reputation management: make the ask for reviews

In addition to online directories, you will also want to focus on reputation management, which monitors and improves your firm's online reputation. To start managing your online reputation, you will want to actively manage your social media accounts, respond to reviews, and monitor what is being said about your firm online.Not every client will be comfortable leaving a review on Google or any other website, even if they loved your service, but you and your staff need to make the ask for a review. Many lawyers resist asking clients for a review because it makes them feel icky (a technical term). Think of asking for a review as part of your process as you end your case. Include language asking for a review in your final communications with your client, and make sure to follow up at least once after the initial ask. You'll be surprised that more people are willing to evangelize good service.

Ask your colleagues to leave reviews

Due to the sensitive nature of Criminal Defense, you may find that more of your clientele is less than excited to write about how you got their drivers' license reinstated after their multiple DUIs. One way to increase your social proof online is to have colleagues and people in the community leave reviews for you that talk about how great you are. Do not have these people pretend that you helped them with a criminal case; instead, they can relay how they know you and why you would be an excellent person to work with.

Respond to negative reviews

A negative review or two is not the end of the world (or your rankings). A few negative reviews show that you run a normal practice and didn't buy 382 5-star reviews like your shady competitor. A negative review can feel like a personal blow, but you can turn this into an advantage.Once you cool off, find every brilliant lawyerly argument why your firm provided the best service and write it out. Have someone else review your response to edit for tone and professionalism. Grade.us has helpful scripts for responding to negative reviews.

Incorporate videos into your marketing strategy

Criminal defense law is a complex and ever-changing area of the law. You can use videos to answer questions about the law, provide information on changes in the law, and even ask clients to give video testimonials. You can use social media platforms to share your videos and get in front of your potential clients.

Start recording videos

One of the best ways to showcase your personality and passion is to record videos. Videos are a great way to show off your skills and explain complex legal concepts so that everyone can understand them. You can also use videos to answer frequently asked questions from potential clients.When it comes to video creation, perfect is the enemy of good. You do not need a whole recording kit. You can simply begin by recording videos with your smartphone or built-in computer camera.If you create video content, make sure to upload it to YouTube with searchable keywords. You can also embed your videos on your law firm's website.

Testimonial videos from satisfied clients

Video testimonials can help potential clients get a feel for what it would be like to work with you and your firm. To produce a testimonial video, ask your client to talk about their experience working with you. What did they like about your services? Would they recommend you to others in need of a criminal defense lawyer?Remember to keep the testimonial video short, sweet, and to the point. A few minutes is all you need.

Create short videos to address FAQs

There is a reason why the TikTok short video platform has become wildly popular. Its short-form videos are easy to digest. You don't have to be on the TikTok platform or any specific social media platform, but you should consider filming 30 - 60 second videos that directly answer questions for your potential clients. Focus on one question and provide a clear and concise answer. By creating short videos that address frequently asked questions, you can help potential clients learn more about your practice and your services.In addition to FAQ videos, you can also create short educational videos that explain complex legal concepts in layman's terms. These types of videos can be helpful for potential clients who want to learn more about the law and how it applies to their situation.By adding videos to your marketing strategy, you can show potential clients that you are knowledgeable about the law and up to date on the latest changes.

Advertising, giveaways & sponsorships

If you have a budget to play with to generate leads and build brand exposure, advertising and sponsoring are great ways to get your firm's name out in the community.

Google Local Services Ads for Law Firms

Create short videos to address FAQs

Indeed you've seen competitors appearing above everyone else in Google with their Google Screened Service Ads. These ads appear at the top of the search engine results page (SERP) and are specifically designed to help people find local services. Google Local Services is a pay-per-lead advertising platform that puts above the pay-per-click listing and the map pack. That's not a shabby investment.There are a few things to keep in mind if you decide to use Google Local Services Ads:

• You will need to create a Google My Business profile for your law firm.
• You will need to have a physical location in the city or town where you want to advertise.
• You will need to have a phone number associated with your law firm.

When someone is looking for a criminal defense attorney, time is of the essence. You want to be right at the top and ready to receive that call.

Special promotions

Some criminal defense firms will look down on this tactic, but a way to get your firm's name out in the community is to run special promotions. It's not uncommon to see DUI Defense Attorneys giving away up to $500 of free uber rides on big drinking holidays like St. Patricks Day or Independence Day. The added perk of these promotions is to gain some press and, ideally, backlinks to your website.

Sponsoring local teams or 5ks with good causes

Another way to get involved in the community and generate brand goodwill is to sponsor a local team or run a 5k race with a good cause. This type of sponsorship allows you to put your name and logo on event marketing materials, T-shirts, and websites. Sponsorships like this show that you're an active member of the community, which can make a difference if someone is looking to hire you.

Get (and convert) more leads with Lawmatics

Some of the most effective marketing strategies for a criminal defense practice include creating short videos to address FAQs, sponsoring local teams or events, and getting customer reviews. It’s important to keep up with marketing law firm trends whether that’s criminal defense or family law marketing. As a lawyer, these strategies can help you reach potential clients and show them that you are an active community member. Utilizing these strategies, like marketing automation for lawyers, can help grow your criminal defense practice.Lawmatics can help criminal defense attorneys with automating intake and communications. Automated intake enables you to collect the necessary information from potential clients as quickly and efficiently. By using a law firm CRM, you can generate personalized communication templates, which will help you stay in touch with potential clients and keep them updated on the status of their cases. Lawmatics also offers a case management system that can help you keep track of all aspects of your practice, from client contact information to court dates and deadlines.

FAQs

?What are the best lawyer directories?

Getting your firm listed on a legal directory is a worthwhile strategy for increasing your law practice's visibility and backlinks and growing your client base. An online directory is where people can find information about law firms. A lawyer must create an account and list their firm to be found. Lawyers can list their website, contact information, and practice areas in their profile.The top directories for law firms are:

• Avvo
• FindLaw
• Martindale-Hubbell
• SuperLawyers
• Lawyers.com
• LegalZoom
• Yelp

By listing your law practice in an online directory, you make it easy for potential clients to find information about your firm. Additionally, adding reviews to your legal directory listing can help you build trust with potential clients.

?What is an effective way to respond to negative reviews?

There's no one-size-fits-all answer to this question, as the best way to respond to a negative online review will vary depending on the situation. However, some tips on how to handle a negative online review include:

1. Respond quickly and politely, thanking the reviewer for their feedback.
2. Address any issues brought up in the review.
3. Do not attack or respond defensively to the reviewer.
4. Offer a solution if possible.

If you follow these tips, you can help mitigate any damage done by a negative online review and show potential clients that you are willing to address and resolve any issues they may have.

?How should criminal defense lawyers use video to market their firm?

Video can be an effective way to market a criminal defense law firm. Creating short videos that address FAQs can help potential clients learn more about your practice. Videos do not need to be perfect production quality to be practical marketing tools. Many potential clients may prefer videos that are more informal and less polished.Creating short, informative videos that address some of the most common questions potential clients have about criminal defense law can help potential clients learn more about your practice and feel more comfortable hiring you. Additionally, videos can show potential clients that you are an active member of the community.Sources CitedRegina Edwards, Smith.ai. Master Class: How to Improve Your Law Firm Intake. https://smith.ai/blog/master-class-how-to-improve-your-law-firm-intakeHager & Schwartz, P.A. The Qualities to Look for in a Criminal Lawyer. https://www.defendyourcase.com/criminal-defense-blog/2020/september/the-qualities-to-look-for-in-a-criminal-lawyer/ September 04, 2020Adam Gingery, CallRail. How to localize your content strategy in 2022. https://www.callrail.com/blog/how-to-localize-your-content-strategy-in-2022/February 16, 2022.Jonathan M. Pyzer, Clio. Guide to Marketing for Criminal Defense Lawyers. https://www.clio.com/blog/marketing-for-criminal-defense-lawyers/Owen Jones, Grade.us. How To Deal With Negative Reviews On Google. https://blog.grade.us/negative-reviews-on-google/ May 2020

Spring is here and so is the latest new feature release from the Lawmaticians! We’re excited to deliver some incredibly powerful new functionality that will surely brighten your day.

Conflict Checking

We are thrilled to announce that you can now use Lawmatics to perform your firm’s conflict checks. Simply select the matter you wish to check a conflict for, enter your search terms, and Lawmatics will handle the rest. The system will search against all data entered into your law firm CRM, including fields and notes, and instantly alerts you if it finds a match.From there, you’re able to review any possible matches, and choose to approve, flag, or fail the conflict check.

In addition to manual Conflict Checking, we’ve also added this action item to Automations. Now you can be out enjoying time away from the office while Lawmatics handles this tedious task for you.All you need to do is configure your Automations to auto-approve the conflict check when no match is found, or opt to review them yourself at a later time.

To learn more about how to use our brand new Conflict Checking feature, click here.

Hidden Form Fields

Did you know that you can now trigger automatic updates to a client’s contact information, matter information or even stage in your sales pipeline whenever they fill out a form? You can now do just that all with hidden form fields.

This feature allows you to set form defaults by making any field on a custom form ‘hidden’. You will add the field to your form, select the “Is Hidden” option, and then enter your default value. Your lead or client will not see that field on their form, but when the form is submitted it will auto-submit the hidden value along with the rest of their information to trigger any actions or changes to their information in your Lawmatics account.This helps you efficiently track your intake pipeline as simply as possible while eliminating the need for certain Automations previously set to update default values, the sales pipeline stage of a matter, their tag, practice area, etc.But we didn’t stop there. We also made sure you can access this feature when using conditional logic, as well as within blocks and relationship blocks.Learn more about Hidden Form Fieldshere.

Form Field Default Values

Hidden fields with default values isn’t the only form enhancement we have made. We figured why not also give you the ability to create default values for any field that you have on a form!We are happy to announce that you can now set a default value for all fields on Custom Forms, whether they are hidden fields or not. These default values will show up as pre-populated values on the form when the user opens it to fill out.

Event Type Settings Enhancements

A new upgrade to one of our most beloved time-saving features, booking links, helps you further customize your calendar availability so that you can ensure you and your staff are booked automatically and appropriately for each of your firm's event types.You can now customize your “time before” as well as your “rolling period” for all custom event types. “T​​ime Before” refers to how soon you can be booked by someone whereas your “rolling period” refers to how far in advance you can be booked, allowing you to specify an ideal booking window per lead or client.For instance, should you want a prospective client to book you no sooner than 1 day out but no later than 2 weeks in advance, these two settings allow you to create that booking window.

Since you may have different specifications for different event types, such as consultations or signing meetings, we are happy to now give you the ability to customize these settings for each unique event type.Learn more about these new event type settings here.—Nothing makes us happier here at Lawmatics than delivering features that allow you to spend more time with your feet in the sand and sunshine in your face (or whatever else it is you enjoy most) and less time bogged down by menial tasks. We hope that we’ve done just that with our Spring 2022 feature releases. As always, there’s much more in the works so keep your eyes peeled for loads of new releases and enhancements just around the corner.

Lawmatics Time and Billing software is officially here! Whether you have an hourly or flat fee structure, our platform doesn’t just make tracking time, logging expenses, and invoicing clients easy— it can be a total game changer for your law practice.Earlier this week Lawmatics CEO, Matt Spiegel hosted a demo webinar with a full tour of the platform’s new features. For those of you who weren’t able to make it, here is a recap of what the webinar covered:

How to track all of your time and log expenses

One of the most exciting features of Lawmatics new Time & Billing software is the timer function. Whenever you start a billable activity, simply launch the timer and select an activity type, from a consultation to a phone call. The timer will continue to run in the background until the task is complete, and once completed will be added to your matter’s time entry list.Logging your expenses is equally as simple. It’s as easy as clicking on the expenses tab and choosing an item from the drop-down menu and adding the cost accordingly.

How to generate invoices fast, and in bulk

Easily track all of your unpaid balances due in one simple and condensed view. From there you can create invoices individually or in bulk by selecting as many as you want and clicking on “create invoice.” Create invoices with criteria of your choosing from date range to lead attorney, batching however you see fit. Once created, adjust your invoice as needed: Add discounts, include balances forwarded, and specify which columns of information you’d like to appear on the final bill, making it easy to bill your way.

How to manage and track all trust account fund transactions

Tracking and reconciling trust account transactions has never been more straightforward. Whether you want to see a matter-by-matter trust balance or your firm’s overall trust balance, you can see it all in one easy-to-read layout giving you total peace of mind. Paying invoices from trust accounts deduct funds from your overall balance, after which your total trust balance is updated accordingly.

All-new Automations to make invoicing even more seamless

Automations are the core of what we do. Over the next coming weeks, Lawmatics is rolling out a new feature allowing you to automatically bill from the trust account. The instant an invoice is sent, it will automatically be paid from any available balance.We’re also excited to announce that you’ll soon be able to automate flat fee invoices, and allow clients to pay invoices directly from a payment link. Doing so will trigger further automations post-payment. Not only will you be able to trigger automations but also create invoices and send them out. Note: Digital payment options in Lawmatics will require you to use Lawmatics’ own payment processing service, LM Pay. With Lawmatics payments you will receive free ACH, and there are no monthly fees, making credit card processing more affordable for your law firm.

Coming soon: payment plans

Lawmatics users will soon be able to add payment plans to their invoices to bill on a weekly, bi-weekly or monthly cadence. Simply select your preferred cadence, the number of installments, amount billed, and first payment amount — the rest happens behind the scenes.

Coming soon: accounting software integration

Stay tuned for integration with Quickbooks accounting software which should be available to you over the next coming weeks, helping you keep your books accurate without hassle. As you can see we are only scratching the surface of all of the exciting new features that will continue to emerge from Lawmatics' powerful platform. Stay tuned for more exciting updates!

Although some might describe legal project management as a fad, more and more law firms are starting to recognize it asan indispensable business function for increasing your law firm’s all-around performance.So what is it? Legal project management, also known as LPM, defines the framework of a matter early on, solidifying whateveryone can expect throughout the client journey. It involves planning out the entire legal matter using anyinformation initially on hand with the goal of staying on schedule, staying within your budget, and ultimatelyevaluating how well the plan was carried out from both the lawyer’s perspective and that of the client.

The 4 elements of legal project management

1.Define your plan

The first step to managing a new project — or an end-to-end process for your matters in this instance — is defining whatyou’ve set out to do. All projects require a beginning, a middle and an end. So it helps to envision and define exactlywhat it is that you hope to achieve. Be as specific as you can so that you know exactly what it is you want to do, whyyou want to do it, how you plan on executing, and any challenges that may arise along the way.

2.Identify project requirements

In the legal world, efficiency is paramount to staying competitive. Once you’ve defined your project, answer thefollowing questions to help keep everything on track and members of your staff accountable:

– What action items are involved in getting this done?

– What are the deliverables for each action item?

– What are the deadlines for each deliverable?

– What is the order of priority of all action items?

– What is the total allocated budget for expenses?

– What are the possible outcomes for each action item and the project as a whole?

Doing this will help you nail down the project scope and inform who to charge with managing everything from start tofinish.

3.Appointing a project manager

Although it's not necessarily a must, it's certainly a plus to appoint someone on your staff as your law firm’s legalproject manager. Qualifications for said project manager should be a thorough understanding of your legal team’sdynamics in that that appointee is capable of delegating the right projects to the right people per their bandwidth andskills. This ensures that your project isn't merely completed on time but executed as efficiently as possible. Onceappointed, your project manager will keep your team more disciplined and encourage a unified, systematic execution ofmatter management, while allowing for process improvement. They should not only act as a point of contact for members ofthe team, but also keep track of deliverables, manage the allocated budget, and prioritize task importance foroperations.

4.Evaluation

Once you've mapped out your process of handling matters/projects from beginning to end, it's time to execute. Followingcompletion, project management principles encourage an assessment of how the process went compared to expectations.Gather your team and ask the following questions:

• What could go smoother next time?
• Where do you see room for continuous improvement in your execution or project management skills?
• How can you make the process go even faster in the future?

Feedback collected based on these questions will help you improve your internal workflows, client experiences and giveyou a better sense of what to anticipate the next time.

Tips for legal project management

>Prioritize time management in your matters

Time is money yadda yadda yadda… you know the saying. Whether it's your onboarding process or generating documents, it'simportant that you stay accountable for every minute that passes throughout the course of a matter. Stay on top of yourtime, and manage it wisely; the foundation of legal project management is greater efficiency. Create a roadmap of howmuch time you think that each action item and workflow in the matter should take. Prioritizing your timeline upfrontwill eliminate common bottlenecks, and help you avoid rework and delays.

>Use the right tools

Using a cloud-based solution is the best way to manage all projects (or matters) of your firm in one single location.Whether you need to access case details,manage your contacts,send/receive important documents, or communicate and collaborate with clients, a software solution with anywhere,anytime access may be the answer.The latest trends report shows that growing firms are 46%more likely to use client intake andCRM solutions, so if growth is a priority, the right tools for legal project/matter management are a must.

>Effectively communicate with fellow staff

In the absence of effective communication, your staff has no idea who should be working on which task, you find yourselfwith scattered documents, delayed follow-ups, mixed-up dates, and missed deadlines. When you have multiple peopleaccessing a case in your law firm, from lawyers to paralegals tolegal assistants to officemanagers, it's critical that everyone is on the same page about what steps need to be taken next on a matter. Effectivecommunication principles include:

• Concise language
• Positive interactions
• Timely responses
• Effective tools for sharing important dates and client details

A CRM is your all-in-one storehouse with all the information everyone on your team requires for matter details. From allclient communications to important documents, to upcoming dates, a CRM is a centralized platform that ticks off each boxas you go.

>Know your strengths and weaknesses

The overall success of any legal work project plan ultimately relies on the success of your team as a whole. Yourproject manager should have a clear understanding of all of your team's strengths and weaknesses so they can delegate asneeded. From attention to detail, to IT skills, to a flair for personal interaction, assigning the right element to theright team member will significantly affect your overall delivery during a matter. For instance, attorneys andparalegals shouldn’t be touching anythingmarketing related when on a deadline,whereas office assistants shouldn’t be dedicating time to tasks that can be easily automated in a pinch. If you canmanage to tap into the strengths of every one of your staff members then you’ll not only see your efficiency skyrocket,but you’ll find your overall team morale will increase.

>Assess and make improvements wherever necessary

Setting goals alone isn’t enough to ensure that you’ll reach them. Data can help you pinpoint which activities areyielding the results you want, and where you need more work. Tracking your goals is made simple by running reports withlaw firm reporting software. Law reporting software can track KPIs like:

• Number of billable hours
• Number of open matters
• Monthly revenue billed, vs collected
• Individual staff productivity and more

Knowing internal analytics such as these make it simple to reach your objectives. Lawmatics CRM and client intakesoftware comes with powerful reporting software built in, so you don’t have to use multiple programs to get theinformation you need. The data is presented in an easy to read format with personalized insights into how well yourcurrent strategies are working, giving you a better understanding of your performance as a whole. Visual reporting runsreports on key metrics to help measure how close your law firm is to where it wants to be in a way that’s easy todigest.

Benefits of effective project management

>Better planning

When you can manage to map out an execution plan, it makes it much easier to accomplish. With a plan set in place, youhave greater predictability overall of what to expect, and how long each process will take to achieve. Above all, youcan plan for and anticipate any risks and issues that could come up along the way.

>Smoother processes

Planning things out, and monitoring each step as you go means a smoother process overall. Standardizing how you runthings in your law firm is the best way to ensure that nothing slips through the cracks, and no important steps getmissed.

>Less time wasted

Setting deadlines, goals, and planning for the future means less time squandered spreading your energy out in multipleplaces. When you start valuing time the same as you value revenue, you realize how important it is to stay accountablefor each minute of your day. Planning, anticipating, and implementing new initiatives means making the most out of everysecond.

>Happier clients

When you implement legal technology like Lawmatics that tracks every stage of the client process, ensures you stay ontop of your most important deadlines, dates, and communications, and better anticipates your costs, you increase youroverall client satisfaction. By delivering a consistent, effortless, and modern approach to delivering legal services,your clients will give you raving reviews, and refer you to their friends and family.

>Accountability

Staying on top of your most important tasks means remaining accountable for what's working and what's not to becomecloser to your goals. When each member of your project has their duties clearly defined, it becomes easy to measure whocompleted their assigned tasks and who did not. Accountability ultimately differs from responsibility since thecompletion of tasks aren’t just reliant on staff members— they additionally ultimately bear any consequences of failingto carry out tasks. In short, by assuming accountability, you reduce your chances of missing important deadlines andgoals and as such boost your overall performance.

>Money saved

Lawyers who standardize their processes are able to budget more effectively — plain and simple. The end result is morebudget that you can apply to your payroll and overhead. The more efficient your processes, the less time is spentspinning your wheels, and more time taking on more clients and increasing your revenue.

Grow your law firm with Lawmatics

Recent studies showthat implementing law project management into their law firms improves client communication, reduces the chance ofunpleasant surprises, and promises delivering more matters on time and within their budgets. Ultimately, you keep yourlaw firm on track, and exceed your client expectations by standardizing your operations in the most efficient waypossible If you're ready to start introducing legal project management into your law firm, thenLawmatics all in one legal CRM,legal client intake software, andmarketing automation solution can help. Sign up for a freeproduct demo today!

Sources Cited

Clio, 2021 Legal Trends Report, 2021Susan Lambreth, The Latest Trends and Data Points on Legal Project Management, March 2, 2022