Introducing the faster, simpler Lawmatics UI
Big changes are here, and we couldn’t be more excited to share them with you! We decided there was no better way to start the year than by giving Lawmatics a refresh — one designed to make your experience smoother and more straightforward.
This isn’t just a facelift; we made these updates based on extensive research into how our users access different features throughout their day. A new layout, smarter organization, and refined workflows mean you’ll spend less time clicking through menus and more time on revenue-generating tasks.
Welcome to the new navigation panel
The first thing you’ll notice is that the navigation bar has moved — from the top of the screen to a sleek sidebar on the left. Here’s what’s new:
- Simplified menu structure. We’ve grouped related tools and tabs to better reflect your workflow. Some of our previous groups were a bit broad, so we created labels that are more intuitive.
- Persistent access. Now, when you open a tab, it stays open, making it easier to navigate without losing your place. This update builds on the previous design by keeping key menus readily accessible as you work.
- Collapsible design. Prefer more screen space? Collapse the sidebar for a cleaner, distraction-free view — perfect for reviewing matters or data.
- One-click buttons. New navigation buttons now take you straight to frequently used pages in the app, like the Calendar and Dashboard, making it even easier to get where you need to go.
Automations and reminders
To make automation management and reminders more accessible, we’ve reorganized these tools into a centralized location. Your automation builds are now called Workflows, a name that better represents their function and simplifies navigation. This group now also consolidates all of your reminders, from forms to invoices, into one place. Now, instead of being spread across different features, reminders are all housed in a single hub, making them easier to track and manage than ever.
One marketing hub for client engagement
Your Marketing tab has been reimagined to create a seamless journey from initial contact to lasting engagement. Now, everything is structured to help you connect with potential clients, nurture relationships, and drive conversions in a way that feels natural and intuitive.
Emails
Start with Email Templates, where you can craft messages that resonate every time. Save your best-performing content and repurpose it effortlessly, ensuring consistency in your outreach. When it’s time to send, head to Email Sends, your go-to for delivering targeted messages to leads and existing clients with just a few clicks.
Audiences
To ensure your emails land with the right audience, the Audiences tab allows you to organize contacts into meaningful groups. A personal injury firm, for instance, might segment contacts by case type — auto accidents, slip-and-fall claims, or workplace injuries — so each message is hyper-relevant. This way, every email is not just sent but resonates with recipients, guiding them toward the next step in their legal journey.
Campaigns & event management
With your emails in motion, the Campaigns tab becomes your control center. Here, you can track performance, tweak messaging based on real-time insights, and optimize engagement. But what happens when an email sparks interest, and a lead wants to learn more? That’s where Event Management comes in. Whether it’s a live webinar, an educational lunch-and-learn, or an in-person networking event, you can manage registrations, track attendees, and follow up afterward. This keeps potential clients engaged and strengthens your connection with them before they even step into your office.
By organizing the Marketing tab around the natural flow of client engagement, Lawmatics turns your outreach efforts into a well-oiled machine — attracting, nurturing, and converting leads with ease.
Contacts and matters
Most of the features previously found under the CRM group are now housed in the new People tab, the central hub for everything related to your clients. Here, you’ll find key details like contact information, company associations, and conflict checking.
But managing client relationships isn’t just about storing information; it’s about meaningful engagement. That’s why we’ve also included tools that help you take action. For instance, after reviewing a client’s personal details, you may want to follow up with them directly. To make that next step as simple as possible, we’ve added a direct link to the Message Center under the People tab, allowing you to send an email without disrupting your workflow.
Documents and forms
The first change here is that we relabeled this group from Assets to Docs & Forms, your one-stop shop for information sharing. Emails have moved to the Marketing tab, while most other features remain in this section for easy access.
To streamline navigation, we’ve separated some existing functions. Document Templates, for example, have their own page, and we’ve added a new E-Signatures section for you to monitor your document signing requests. While new e-signature documents can’t be created from this page, you can monitor when requests were sent and whether they’ve been completed.
We applied this same approach further down in this section — File Request Templates and File Requests are now distinct, making it easier to manage each separately. You’ll also find Firm Files here, a central space for storing welcome packets, images, and other attachments you regularly use with clients.
Recap
The brand-new Lawmatics interface is about giving you a platform that works the way you do. Every one of these changes is based on user feedback and real-world usage patterns. We are pumped for how these upgrades will make your daily workflow even smoother and more efficient. And we’ve got even more updates planned — so stay tuned throughout the year!
If you haven’t used Lawmatics yet and want a firsthand look at the platform, now is the perfect time to check it out. Get a fully personalized demo and see for yourself how we’ve built our platform with legal professionals like you in mind.