April 2024 Feature Release
April Fools’ Day may have been last week, but these new features are no joke. We’ve got a trio of updates for managing your matters, calendars, and finances. You’ll also find some quality-of-life tweaks that’ll simplify things for our intake coordinators and office managers out there.
Filter and sort your table of matters
We've revamped our classic matter table for a smoother user experience. Now, you can place your important data front and center by creating custom filtered views of all your matters with any contact, company, or matter fields that exist in your Lawmatics account. Easily customize your views to match your workflow. Navigate to CRM > Matters to get started. More customization abilities coming soon!
Learn how to create filtered views here.
Confirm availability for all staff appointments
Schedule consultations and follow-up meetings without fear of double-booking any of your team members. Previously, the calendar availability of other Lawmatics users at your firm could only be previewed when scheduling via a custom form. Now, users can check the availability of event hosts at their firm upon creating an appointment from anywhere in Lawmatics — whether it be on the calendar page, a matter’s page, or from the quick use menu. Coordinating staff calendars just got a whole lot easier.
Learn more about booking appointments here.
Sophisticated financial tracking with custom transaction reports
Effortlessly analyze your firm’s financial health by mixing and matching the data you need. In addition to our existing invoice and time entry reports, you can now generate custom transaction reports. With customizable columns and filters, you can extract insights on line items like invoice numbers and payment methods that are as granular or broad as you need them to be. Plus, you can add these transaction reports to your custom dashboard should your firm need these numbers top of mind.
NOTE: This feature is only available to our Time & Billing users.
Learn more about time & billing reports here.
Send calendar invites on behalf of appointment host seamlessly
For those of you who set appointments for colleagues, you can now send calendar invites on behalf of the appointment host with greater ease, provided said host has their personal calendar (such as Google or Outlook) linked to Lawmatics. Previously, creating appointments for other users was done via the “Send Calendar Invite” toggle in the scheduling module and only if your personal Lawmatics user account had a calendar connected. This update means you can effortlessly dispatch invites on behalf of others without needing your personal calendar connected, simplifying your planning process and facilitating smoother coordination.
Click here to learn about appointments.
Create Zoom appointments on behalf of appointment host seamlessly
While we’re at it, you can now also set Zoom as the location when scheduling meetings for colleagues through Lawmatics, without requiring your personal user to be integrated with Zoom. The appointment host just needs to have Zoom linked to their own Lawmatics account. This update simplifies setting up video consultations and remote meetings, making coordination smooth for intake coordinators and office managers.
Learn more about our Zoom integration here.
As always, we love 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.
