Spring is here and so is the latest new feature release from the Lawmaticians! We’re excited to deliver some incredibly powerful new functionality that will surely brighten your day.
Conflict Checking
We are thrilled to announce that you can now use Lawmatics to perform your firm’s conflict checks. Simply select the matter you wish to check a conflict for, enter your search terms, and Lawmatics will handle the rest. The system will search against all data entered into your CRM, including fields and notes, and instantly alerts you if it finds a match.
From there, you’re able to review any possible matches, and choose to approve, flag, or fail the conflict check.
In addition to manual Conflict Checking, we’ve also added this action item to Automations. Now you can be out enjoying time away from the office while Lawmatics handles this tedious task for you.
All you need to do is configure your Automations to auto-approve the conflict check when no match is found, or opt to review them yourself at a later time.
To learn more about how to use our brand new Conflict Checking feature, click here.
Hidden Form Fields
Did you know that you can now trigger automatic updates to a client’s contact information, matter information or even stage in your sales pipeline whenever they fill out a form? You can now do just that all with hidden form fields.
This feature allows you to set form defaults by making any field on a custom form ‘hidden’. You will add the field to your form, select the “Is Hidden” option, and then enter your default value. Your lead or client will not see that field on their form, but when the form is submitted it will auto-submit the hidden value along with the rest of their information to trigger any actions or changes to their information in your Lawmatics account.
This helps you efficiently track your intake pipeline as simply as possible while eliminating the need for certain Automations previously set to update default values, the sales pipeline stage of a matter, their tag, practice area, etc.
But we didn’t stop there. We also made sure you can access this feature when using conditional logic, as well as within blocks and relationship blocks.
Learn more about Hidden Form Fields here.
Form Field Default Values
Hidden fields with default values isn’t the only form enhancement we have made. We figured why not also give you the ability to create default values for any field that you have on a form!
We are happy to announce that you can now set a default value for all fields on Custom Forms, whether they are hidden fields or not. These default values will show up as pre-populated values on the form when the user opens it to fill out.
Event Type Settings Enhancements
A new upgrade to one of our most beloved time-saving features, booking links, helps you further customize your calendar availability so that you can ensure you and your staff are booked automatically and appropriately for each of your firm's event types.
You can now customize your “time before” as well as your “rolling period” for all custom event types. “Time Before” refers to how soon you can be booked by someone whereas your “rolling period” refers to how far in advance you can be booked, allowing you to specify an ideal booking window per lead or client.
For instance, should you want a prospective client to book you no sooner than 1 day out but no later than 2 weeks in advance, these two settings allow you to create that booking window.
Since you may have different specifications for different event types, such as consultations or signing meetings, we are happy to now give you the ability to customize these settings for each unique event type.
Learn more about these new event type settings here.
—
Nothing makes us happier here at Lawmatics than delivering features that allow you to spend more time with your feet in the sand and sunshine in your face (or whatever else it is you enjoy most) and less time bogged down by menial tasks. We hope that we’ve done just that with our Spring 2022 feature releases. As always, there’s much more in the works so keep your eyes peeled for loads of new releases and enhancements just around the corner.
