Deep Dive Recap: Mastering Personal Injury Workflows with Lawmatics

Personal injury cases are more than legal battles—they're a pivotal chapter in a client’s life, often fraught with physical, emotional, and financial turmoil. With that in mind, the latest installment of our Deep Dive Webinar series showcases a fully automated workflow tailored for personal injury practices. Host and Lawmatics Product Manager, Devon Roth, demonstrates how to build and implement this workflow in your own practice to not only boost efficiency and reduce errors but also ensure that every client receives best-in-class care and support throughout their legal journey.

Webinar Timestamps

0:00 - Introduction and overview

Devon opens the webinar, introduces the focus on mastering personal injury workflows in Lawmatics, covers housekeeping items, and provides brief personal introductions for herself and Erika from the customer success team.

4:50 - Personal injury law automations

Devon gives an overview of the Automations typically used in a personal injury practice. Her example workflow includes intake processes for leads that contact your firm both through the web and phone. She also demonstrates how to use custom forms to collect practice-area-specific fields, like insurance documentation or incident photos.

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. She uses Automations to prompt leads to schedule consultations, notify leads that they may not qualify to work with the practice, and share the engagement agreement.

30:48 — Staff review, undecided status, and welcome emails

Next, Devon demonstrates how Lawmatics is adaptable to different client situations. Successfully hired clients can be welcomed with an automated email welcoming them to the firm, and outlining next steps. Lawmatics can also flag matters in need of staff review, and monitor the status of potential clients who have yet to make a decision on representation.

35:30 — How to track referrals in and out

Devon discusses setting up Automation for tracking referrals of potential clients. By updating specific custom fields, users can ensure that referrals are accurately tracked in their records. This system can provide valuable insights for reports and help monitor the success of referral partnerships.

40:15 — Reporting on matters and referrals

In this section, Devon breaks down the analytics page, and demonstrates how to create custom reports for referrals. Filters can be applied to show matters specific to a practice area, such as personal injury, and to track referrals from specific sources. The report can also include additional columns for tracking status, substatus, and grouping referrals by the person making the referral.