October 2023 Feature Release
Lawmatics is all treat and no trick when it comes to our brand new features, including appointment time zone selections, company matter add-ons, and much more. So grab a pumpkin spice latte and hunker down for this fresh new batch of features.
Simple scheduling for different time zones
Does your firm operate in multiple areas or with remote staff? We've simplified appointment and event coordination for you by introducing a new Time Zone field. Using said field, you can instantly select the appropriate time zone, ensuring that both you and your client don’t miss each other come meeting time. No more awkward rescheduling or mental math for your bookings.
Text clients like an old friend from home
On the topic of regional communication – you can connect with clients in a way that feels personal. Users can now have multiple active phone numbers with varying area codes to send text messages from in Lawmatics. This release is accompanied by a new Firm SMS Number field, allowing you to manually select which phone number to use for each contact.
Refine Conflict Checks with multiple search terms
After introducing flexible search terms in our August release, we’re making your conflict check search even more dynamic and inclusive. Users can now use multiple search terms by creating an ‘Or’ relationship. This will include more relevant data in your search by significantly broadening your conflict check results. (Sneak peek: we're already working on adding an ‘And’ relationship for search terms, so stay tuned!)
Build more robust integrations with Zapier
Our new Lawmatics Zapier App enhancements can help you further redefine your workflows. Previously, users were limited to syncing Contacts and Matters through Zapier. Now, we're excited to introduce the syncing of Companies across applications. This update simplifies data management, ensuring uniformity and consistency throughout.
Don’t miss a company contact with new email fallback
Don’t have a personal email address for a Company’s point of contact? Don’t worry. Our system will now default to using the Company's email address for communicating with that Matter. One way or another, your emails always reach their destination. This feature is available for emails sent from the Matter profile, in Marketing Audiences, and also in Automations.
Receipt customization for manual payments
When dealing with a client’s bill, transparency is key. This new update helps our Time & Billing users deliver that transparency. Users now have the option of sending a receipt to the client whenever manually logging an invoice payment. This added flexibility ensures you can cater to the specific preferences and needs of your clientele.
As always, we welcome your feedback and encourage you to reach out with any questions or suggestions. Thank you for being a valued member of our community. Together, we continue to push the boundaries of what's possible for law firms.
