Lawmatics

JANUARY 25, 2024

Manual tasks and processes in law firms can be a bottleneck to growth, often leading to delays, errors, and missed opportunities. Case Management Automation in case management – taking on tasks like scheduling, task allocation, conflict checking, and payments – significantly reduces manual effort and human error.

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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

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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