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Deep Dive Recap: 5 Underused Features We Can't Recommend Enough

Lawmatics

From automated conflict checking to ROI tracking and targeted marketing campaigns, these tools aren’t bells and whistles; they’re the difference between coasting and cruising at full throttle. 31:31 — Tracking return on investment (ROI) Devon highlights the ROI tracker, a powerful tool that turns your data into actionable insights.

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Deep Dive Recap: How to Eliminate Manual Work with Lawmatics

Lawmatics

In the dynamic landscape of legal practice, where time is a precious resource, the pursuit of efficiency has become paramount. Manual tasks and processes in law firms can be a bottleneck to growth, often leading to delays, errors, and missed opportunities. No more manually updating statuses or tracking lead progress in a spreadsheet.

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Deep Dive Recap: Connect with Clients Using the Lawmatics Client Portal

Lawmatics

Once the client has created their password, they can then use that to login to their portal any time they wish – by means of manual or automatic action, Sharing Items via Client Portal Now that your matter contact(s) have been granted portal access, you can begin sharing items with them.

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Deep Dive Recap: Bolster your Custom Forms with Advanced Components

Lawmatics

Custom Fields , on the other hand, enable you to track unique data in your CRM. 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. You shouldn't create Custom Fields for this standard data.