Deep Dive Recap: Lawmatics Fundamentals That Get Results Fast

Let's face it: A disorganized practice can feel like herding cats while juggling flaming torches. Missed appointments, paper trails that go nowhere, and potential clients slipping through the cracks are common stress points that keep you up at night. Our recent Deep Dive webinar was all about how we can tackle these challenges together.

Whether you're new to Lawmatics or just looking to sharpen your skills, this webinar showed how mastering the basics of our CRM can make a monumental impact on your practice. Imagine slashing intake times in half, reducing no-show rates, and converting leads twice as fast. That's the kind of game-changing efficiency we’re talking about!

Time Stamps of Key Takeaways

0:00 — Getting started

Meet your host, Clare Struzzi! Clare is our account management team lead, and an expert at getting law firms up and running on Lawmatics. Here, she outlines the agenda for the session, which is to recreate a typical first onboarding session for new Lawmatics customers.

5:47 — General settings

The general settings page is always the place to start with a new account. Clare starts with user settings like creating your email signature and connecting your calendar. Then, she moves into firm settings, where your firm’s chief Lawmatics user can fill in practice-specific information, like office locations and branded document headers.

18:55 — Organizing the pipeline

The pipeline is what keeps a prospect moving through the intake process, from marketing all the way to signing their engagement agreement and beyond — so it’s important to spend time making sure it’s built for your firm’s needs. Clare shows how to create each stage of your pipeline, and even create different pipelines for each of your firm’s practice areas.

29:39 — Appointments and events

Next, Clare walks through how to create appointment types, from setting the duration of each meeting type to the default rate the firm will charge for each. Then, she uses the email builder to write reminder and confirmation messages for these appointments, incorporating custom fields that tailor each message to each client.

44:00 — Phone intake form

Forms are an invaluable tool for collecting information about your clients and matters. In this final section, Clare builds an example of a form an intake specialist would use for intake by phone. She explains the differences between standard and custom fields, as well as how to make forms dynamic by incorporating options like a self-service booking calendar at the end of the form.