Lawmatics
JANUARY 24, 2025
29:09 Docs & Forms This tab is your one-stop shop for receiving and sharing information with your clients, whether its intake forms, e-signatures, or file requests. Its also the home of other firm files that were previously grouped under the old Assets tab, like premade welcome packets for new clients.
Lawmatics
JULY 27, 2023
Step into the paperless revolution with Lawmatics, where document drafting and e-signature requests are made easy and efficient. With this type of template, you will begin by uploading a base PDF file, and then you’ll drag and drop any merge fields or signature fields over the base file.
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Lawmatics
SEPTEMBER 28, 2023
Our journey into these advanced elements covers a range of powerful tools, including conditional logic, repeatable relationship blocks, and file uploads. File Upload The File Upload object allows individuals completing the form to seamlessly upload files while filling it out.
Lawmatics
OCTOBER 26, 2023
AND Example A firm requires a client to both fill out a form and submit a requested file in order to trigger the next action in the Automation. This Automation should be built with two entry conditions – one for the form and one for the file upload – linked with an AND relationship.
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