August 2023 Feature Release
We are thrilled to bring you the latest bountiful harvest of fresh features and enhancements from the Lawmaticians! This latest release is ready to be plucked off the vine and enjoyed, so get ready to feast your eyes on a variety of enhancements that will cultivate efficiency, nurture collaboration, and help your law firm flourish.
Simplify client communication with the Message Center
Say hello to the Lawmatics Message Center, your all-in-one dashboard for tracking and managing client communication. Stay on top of your inbox with centralized client messages — spanning texts and Client Portal interactions — in a single organized hub. You’ll be able to filter and sort messages, and even set permission levels for which messages your staff can view. With this powerful feature, staying connected to your clients is hassle-free.
Learn how to get started with the Message Center.
Unlock internal visibility with User Activity Timelines
Meet the User Activity Timeline, a dynamic tool that brings enhanced oversight and collaboration to your law firm. With this exciting addition, administrators can now access a comprehensive view of each user’s activities, presented in a timeline format. From Matter updates to Task completions, client interactions to internal collaborations, this feature empowers administrators to stay informed and ensure optimal productivity across the board.
Learn how to use the User Activity Timeline.
Fine-tune your sales cycle by tracking Time in Stage
Tracking time isn’t just for billing — it’s instrumental in unlocking the power of data-driven decision making. Our new Track Time in Stage feature allows you to automatically log the duration of time each of your leads spends in each stage of your firm’s Pipeline(s). With this new capability, you can now easily identify bottlenecks or delays in your sales cycle. Armed with these insights, you’ll be able to fine-tune your processes and make informed changes that simplify your client journey, ultimately accelerating conversions.
Learn how to start tracking time in a stage here.
Streamline Conflict Checking even further
We understand that exact matches are just the tip of the iceberg when it comes to conflict identification. That's why our enhanced system now closely examines flexible search term matches as well as Contact relationships on Matters, ensuring that you have a holistic view of potential conflicts. Seamlessly navigate the complexities of your clients' networks, uncover connections, and make informed decisions that safeguard your firm's reputation and ethics. Say goodbye to missed connections and hello to a more comprehensive approach to identify potential conflicts that may have been overlooked previously.
Learn how to conduct more thorough conflict checks here.
Delegate your to-do list with Email Assigning Inbox update
Our newly released Email Assigning Inbox feature is now even more robust, as you can now select another user(s) or role(s) to assign your incoming emails for you. Remember that most emails will automatically attach to the appropriate Matter. For Contacts with more than one Matter, the Email Assigning Inbox allows you (or your delegate) to manually assign emails to the proper Matter. When your delegate goes to their Email Assigning Inbox, they will see your emails in addition to their own. This flexibility allows you and your staff to prioritize and focus on the matters at hand.
Not using the Email Assigning Inbox yet? Learn how to get started here.
And more!
- If you’ve opted to show the ‘No Stage’ column on your Pipeline, it will remain visible when you return to the Pipeline page after leaving
- Custom Sub-Statuses can be edited and/or removed in the Matters Settings page
- When using appointment-based Automations, choose to send an automated email from the Appointment host (and likewise for Events)
- Access email marketing campaign stats in your own custom integrations with the latest addition to our Open API
From elevated client interactions to improved behind-the-scenes firm functions, we've cultivated a collection of updates that will make your legal practice thrive even more. We hope you indulge in the richness of this month’s release!
