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Deep Dive Recap: Mastering Personal Injury Workflows with Lawmatics

Lawmatics

18:00 — Appointments, emails, and e-signature Continuing down the intake process, Devon shows the next steps in the personal injury client journey after they’ve been contacted by the firm. By updating specific custom fields, users can ensure that referrals are accurately tracked in their records.

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Deep Dive Recap: Bolster your Custom Forms with Advanced Components

Lawmatics

General Fields General fields are intended only for questions where the answers don’t need to be stored on the CRM record itself. It's important to note that this option isn't compliant with e-signature regulations, so it isn't considered a legally binding e-signature. Learn about our compliant e-signature features here.

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Deep Dive Recap: How to Eliminate Manual Work with Lawmatics

Lawmatics

Build a template once, including options like conditional logic and e-signature, and you’ll never need to manually draft that document ever again. Make informed decisions about your clientele and ethical obligations without having to filter through paper records.