Deep Dive Recap: A Fresh Look and Smarter Navigation in Lawmatics
Kicking off the year with a bang, we’ve introduced a fresh, intuitive user interface built for you! From reorganizing your favorite tools to creating a more intuitive workflow, this redesign is designed to save you time and simplify your day-to-day. We know change can be exciting — and maybe a little daunting — which is why we couldn’t wait to walk you through the new Lawmatics interface. Let’s get straight into it.
Time Stamps of Key Takeaways
0:00 — Why the new look?
Your host, Lawmatics Product Manager Devon Roth, kicked things off with a walkthrough of why we’ve revamped the UI. This redesign is all about making things easier for you. We’ve streamlined the layout, made the interface more intuitive, and focused on functionality — so you can spend less time clicking and more time doing.
9:39 — New tabs on the side navigation
Dashboards, Matters, and Pipelines are now just a click away with new tabs on the side navigation — no more digging through menus! We also gave Dashboards its own special tab outside of the Lawmatics logo, so it’s quicker than ever to check in on your numbers.
12:58 — Automations and reminders reorganized
Our previous interface sometimes required users to hunt through different locations in the app to set reminders for specific moments in the client journey. But good news: You can now manage all your reminders in one place under the new Reminders tab. You'll also notice that all of your automations can now be found under the new Workflows subtab.
16:22 — Marketing made more intuitive
The new Marketing tab is organized to follow the flow of your campaigns, from building email templates to selecting audiences and launching your outreach. We also regrouped event management tools here since seminars and webinars are often key to attracting new clients. Previously, these tools were part of the CRM tab, but this update brings together all marketing-related features into one place.
27:43 — People at the center
Just like Marketing, the People tab includes features that were previously grouped under the old CRM heading. We’ve restructured and decluttered this section, making it easier to navigate. Whether you’re adding new contacts or updating existing ones, the streamlined layout helps you quickly find what you need.
29:09 — Docs & Forms
This tab is your one-stop shop for receiving and sharing information with your clients, whether it’s intake forms, e-signatures, or file requests. It’s also the home of other firm files that were previously grouped under the old Assets tab, like premade welcome packets for new clients.
32:13 — Q&A and recap
We left plenty of time to talk through questions about all the changes in the new interface. Devon touched on the Reports and Time & Billing tabs, which remain largely unchanged, and clarified where to find tools that might have moved. It’s a great segment to watch if you’re wondering, “Wait, where did that feature go?” We also shared tips to help you make the most of the updates and collected feedback for future improvements.
Webinar slide deck