Lawmatics

FEBRUARY 20, 2025

They outline how integrations can really take the busywork out of your day to day, keeping everything in sync, from case management and marketing to client communication. 28:23 Case management integrations Lawmatics integrates with leading case management platforms to ensure a smooth transition from intake to ongoing case work.

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Lawmatics

NOVEMBER 26, 2024

Time Stamps of Key Takeaways 5:39 — Manual and automated conflict checking To kick things off, Devon breaks down how both manual and automated conflict-checking options can safeguard your client intake and case management processes.

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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.

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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.

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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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