Month: March 2024

What is Lawmatics
Are you looking for a new legal CRM or legal Practice Management System?

Lawmatics is known for its legal client intake, workflow & marketing automations, legal billing, document management, online scheduling, and so many other things.

Lawmatics features include:

Trigger Automations, powerful intake tools, text messaging, auto scheduling, forms that feed back into matters, automated engagement agreements, e-sign, email marketing drip campaigns, newsletters, reporting, analytics, birthday emails, marketing list management, appointment reminders and confirmations, powerful client portal that includes billing information and history, and a full suite of other powerful and automated tools.

Integrate with your favorite Applications:
1. Zoom
2. Gmail
3. Office 365
4. iCal
5. OneDrive
6. Clio Management
7. Smokeball
8. Filevine
9. Rocket Matter
10. PracticePanther
11. Lawbrokr
12. Google Ads
13. SMB Team
14. CallRail
15. LEX Reception
16. Smith.ai
17. Intaker
18. ApexChat
19. Client Chat Live
20. LiveAdmins
21. Answering Legal
22. Ngage
23. Back Office Betties
24. Gravity Legal
25. QuickBooks
26. LawPay
27. RingCentral
28. Kenect SMS
29. DecisionVault
Workflows

Workflows in Lawmatics are so powerful that you only need to change the stage for something to trigger. You can set automations to occur when you change a step that include sending forms to complete, request appointment scheduling, text messaging, send engagement agreements for signature…all by only changing the stage or entering data into a field. The world of automation is wide open to your law firm in Lawmatics.

Let’s Do It Together

Are you ready to see how Lawmatics can benefit your office?

Schedule a free Discovery Meeting with us. We will listen to your goals and frustrations with your current database and show you how Lawmatics will resolve your concerns.
March 25, 2024
One Task, Two Task, Red Task, Blue Task (Open Coaching)

In this Open Coaching Session, we talk about the important role task management plays for any position in a law firm, though specifically, the Client Services Coordinator role..

Do you find it difficult to manage your tasks working in a Law Firm? Especially as a Client Service Coordinator or Legal Assistant? It can be frustrating and overhelming. In this Legal Technology Open Coaching Hour, we talk about how to keep your tasks in check and if they are already out of control, how to get back on track effectively. Task management is a break or break for an employee at a Law Firm, and sometimes the law firm as a whole. We also show you how Lawmatics, Clio Grow, Clio Manage, MyCase, and Actionstep help you with task management in a positive way.

We cover this in detail in this open coaching hour video below.

Once you learn how important law firm task management is, you will find yourself less stressed and excited to start every day fresh and ready to be the boss of your role in the firm.

Take the Next Step Today to Get Your Task Management Under Control Using Legal Technology

Schedule a free Discovery Meeting with us. We will listen to your goals, wishes, dreams, and frustrations with your current CRM, Database, or Practice Management System. We can then make a game plan together to help you reach the heights you have in sight. We are certified in Lawmatics, Clio, MyCase, and Actionstep.

Open Coaching Hour Video

March 22, 2024
What is Actionstep
Update: We no longer support Actionstep. We would love to talk to you about Lawmatics’ powerful automations and AI that can benefit your law firm.

Are you looking for a new legal CRM or legal Practice Management System?

Actionstep is a complete legal practice management system, built in the cloud, with workflow at its heart. Actionstep gets rid of law firm administrivia and simplifies how you work. So you always have the headspace and time to serve your clients well.

Actionstep helps you power your entire firm with tasks, calendaring, workflows, email automation, and powerful backend customizations.

Actionstep features include:

Document Management, Email, Enhanced Billing, Marketing Tracking, Matter Management, Microsoft Office and Google Integration, Mobile App, Reporting, Time Tracking, Trust Accounting, Webforms, Workflows, Accounting, Add-ons and Integrations, Calendaring, Client Billing, Client Management, Client Portal, Conflict Check, and powerful Data Security.

Integrate with your favorite Applications:
1. Docusign
2. Office 365
3. Gmail
4. NetDocuments
5. InfoTrack
6. Dropbox
7. Google Drive
8. Zapier
9. HotDocs
10. Joseph
11. LawToolBox
12. Quickbooks
13. BundleDocs
14. Box
15. Microsoft Office for Windows
16. Repsight
17. Vxt
18. Smith.ai
19. MiTimes
20. SpeechWrite
21. Effortless EasyCodes
22. BillerAssist
23. BillerAssist (EasyCodes Edition)
24. LawTap
25. HubSpot
26. DecisionVault
27. LawGro
28. Hivelight
29. WiseTime
30. Verify 365
31. Kenect SMS
32. Briefly
33. Katchr
Workflow Engines

Workflow is the key to transforming your law practice into an efficient business.

Workflow defines the steps, tasks and timing of any process to automate how things are done at your firm. Collect information, assign tasks, track progress, update clients and make sure everything is checked off before moving to the next step. Delegate to your staff with the assurance that everything will be done according to plan.

Let’s Do It Together

Are you ready to see how Actionstep can benefit your office?

Schedule a free Discovery Meeting with us. We will listen to your goals and frustrations with your current database and show you how Actionstep will resolve your concerns.
March 20, 2024
Client Services + Analytics = Success

In this Open Coaching Session, we talk about the vital role of analytics and law reporting in a law firm’s Client Services Coordintor’s position.

We delve into why law firm reporting and analytics are the key to a client service coordinator’s success in their role. The Law Firm’s Client Service Coordinator is the motor, the engine, the drive behind the law firm. How can one succeed in that role without knowing the reporting, numbers, and analytics of the firm and its processes inside and out? They can’t. We cover this in detail in this open coaching hour video below.

Once you learn how important law firm reporting and analytics are, then how do you use legal technology to support that? Is Lawmatics right for your firm? Is Lawmatics Automation effective to generate your analytics easily? What even is Lawmatics? What is Actionstep? What is Clio. Deciding on a proper legal database to support your reporting and analytics in your law firm is key to ongoing successes in your firm and its legal processes and automations.

Take the Next Step Today to Boost Your Law Firm’s Reporting and Analytics

Are you ready to see how Reporting and Analytics can directly benefit your law firm?

Schedule a free Discovery Meeting with us. We will listen to your goals, wishes, dreams, and frustrations with your current CRM, Database, or Practice Management System. We can then make a game plan together to help you reach the heights you have in sight.

Open Coaching Hour Video

March 8, 2024