Lawmatics
JANUARY 25, 2024
Case Management Automation in case management – taking on tasks like scheduling, task allocation, conflict checking, and payments – significantly reduces manual effort and human error. No more manually updating statuses or tracking lead progress in a spreadsheet.
Lawmatics
MAY 25, 2023
Whether being used for intake or case management, the Client Portal is the client’s one stop shop to view everything for their case. Conclusion The Lawmatics Client Portal is a simple, secure, and efficient way to keep your clients in the know throughout the whole course of their matter.
Lawmatics
SEPTEMBER 28, 2023
These fields are only used within the constraints of the form itself, and cannot be merged into a document, used in a report, synced to case management, etc. General Fields General fields are intended only for questions where the answers don’t need to be stored on the CRM record itself.
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