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Rocket Matter Incorporates Kanban Project Management into LPMS

Rocket Matter brings an innovative tool from other industries into matter organization: the Kanban board. Kanban is a visual approach to project management that originated with Toyota engineer Taiichi Ohno in the late 1940s. Now, attorneys can use it to improve matter organization with Rocket Matter.

How Kanban Works for Matter Organization 

Kanban helps attorneys quickly see matters in stages versus a staid list of dates or tasks. A Kanban board consists of several columns, each one representing a matter stage. Matters progress from left to right across the columns, moving from initial filing (or matter opening) through matter closing.

One doesn’t need a computer to use the Kanban board method. A web search for images produces tons of whiteboards with sticky notes. But Rocket Matter took the Kanban concept, and made it their own, building it into the core of matter management.

The heart of Kanban is visualizing workflow. Think about the common stages of your matters. Maybe your work consists of one or two practice areas (e.g., personal bankruptcies in one or two jurisdictions). Then, perhaps a single board for bankruptcy is appropriate. However, if your practice is family in both a litigation and mediation context, then perhaps two boards is correct. In this case, one for litigation matters and one for mediation matters. 

In the example above, the firm created boards based on matter type. The graphic shows the stages of family law matters, but clicking on the “Boards” button reveals boards for each of their matter types.

Designing a Kanban Board for a Law Firm

In designing boards, be careful to balance segmentation and overview. You want to see as many matters as reasonable while still seeing useful data. Freely experiment and revise your board structure. You’re unlikely to get it perfect the first time. And that’s ok. Just be comfortable revisiting core assumptions. One contract drafting firm originally created Kanban boards for each type of contract, resulting in an overwhelming number of boards to review. Trying to visualize their work that way produced a cluttered picture. After consulting with Rocket Matter, the firm created a single board based on common statuses of all contract types. Their revised board included columns like: 

  • New

  • Review/Draft

  • Waiting on Client

  • Waiting on Attorney

  • Approval – Client

  • Approval – Party

  • Complete

As a result, in a single board, the firm sees the stage of each matter, client’s name, primary attorney, and total number of matters in each stage. And, importantly, they see how long the matter has been in that stage.

Using Kanban to Speed Up Matters 

The Kanban board provides a picture of the “health” of the business. You can configure a time limit for how long a matter resides in a stage. The matter’s header changes color as the matter sits in that stage, aging from green (shorter than the time limit) to yellow (near the time limit) to red (over time). Visualization makes it simple to see which matter stages are bottlenecks within the firm.

Kanban for Unique Matters 

Rocket Matter’s Kanban functionality is also useful for attorneys in general practice who believe each case is truly one of a kind. For example, stages could be simple: new, to do, in progress, on hold, waiting on client, waiting on other, and complete. Or even more basic: to do, doing, and done.

Automating Kanban on Rocket Matter

In addition to a static visualization of matter status, you can link the Kanban boards to Rocket Matter’s “matter template” feature. For example, when you move a matter from mediation to pre-trial discovery, Rocket Matter can automatically prompt you to add or change matter information. Prompts can suggest that  you:

  • Add events/dates to the matter

  • Add tasks to the matter

  • Add and complete relevant custom fields

  • Add tags to the matter

  • Add people/relationships to the matter

Adding automation to Kanban boards in Rocket Matter is entirely optional, but it’s a way the system takes the burden off of the attorney to remember to do certain things when a matter reaches a new stage.

Practice Specific Automation 

Whether you automate a board or not depends on your practice areas and how you’ve organized your boards. With the bankruptcy practice example above, jurisdictions may have local rules that make adding a single set of dates or tasks to a matter inappropriate. Dates or tasks for “jurisdiction A” may be computed differently or be unnecessary in “jurisdiction B.” A single bankruptcy board can’t take those differences into consideration. Those local rule differences make a uniform automated template a poor fit. For the “many jurisdictions” bankruptcy practice, you could create “jurisdiction-unique” matter templates, but the matter template must be added to the matter manually.

However, if your bankruptcy practice covers only two jurisdictions, perhaps having two Kanban boards makes sense, even if the stages are very similar because you could use matter templates customized per board for each jurisdiction. You’ll find a strong interplay between how you organize your boards and the matter template automation appropriate to them. This is where iteration becomes fun!

Integration with Rocket Matter’s Business Intelligence Tool

In an earlier article, we discussed Rocket Matter’s powerful Business Intelligence Tool (BIT). This tool lets you build your own reports for nearly any data field in the system, whether it came with the program or you created it. All Kanban board fields are accessible to the BIT.

As an example of the BIT’s versatility, you could build a report to look at your family law Kanban board. To illustrate, the report below shows the stages of all matters where the client’s gender is female.

Get More Project Management Power with Kanban

Kanban boards give Rocket Matter users a powerful project management tool. Ultimately, project management is about business intelligence. It allows you to know where things stand, where they’re going, and spotting the problem areas and bottlenecks. Combining Kanban boards, intelligent workflow automation, and business intelligence tools offers attorneys an unparalleled view of their practice.

Rocket Matter Kanban Board Demo

Recently, Zack sat down with Rocket Matter’s Sandy Sokolin to discuss exactly what this looks like in their practice management software. Take a look at the video below to see more.

How to Get It

To learn more about Rocket Matter and it’s project management features, schedule a free demo and get a trial account at RocketMatter.com. You can also check out Case Management Tips, a free download from Rocket Matter on how to win back control in your practice.

Want to learn more about Rocket Matter’s other features? Check out our full review, where you can see a features list, other demo videos, and community comments. Remember that Lawyerist readers get a membership benefit through the review page.

Law Ruler Brings Softphones Directly to Your CRM

Lead management is a crucial aspect of any law firm’s operations. It helps to ensure that potential new clients (PNCs) are effectively tracked and followed up with in a timely manner. However, managing these leads can be a challenging task, especially for high volume law firms. Many law firms have turned to softphone applications for assistance. Increasingly, though, firms are finding integrated softphones to be their best bet. 

Softphones for Law Firms

Softphones, also known as “virtual phones” or “IP phones” are an alternative to traditional telephone hardware. A softphone system allows users to make and receive phone calls using their computer or mobile device. They allow lawyers to use their firm’s business number while away from their office or on the go.

Additionally, softphones can be used to integrate the functionality of a phone system directly into an application. Client relationship managers (CRM) with a built-in softphone can track and record calls, automate tasks, provide analytics, and increase productivity.This is done all within the same piece of software. Call information (duration, disposition, and participants) is stored in the same place as a PNC’s information (name, marketing sources, and case type). This makes tracking, automation, and reporting easier.

Automated Call Tracking and Management

One of the most important features of Law Ruler’s softphones is the ability to automatically track and manage all incoming and outgoing calls. Firms can assign calls to particular users and set up round-robin call distribution.  Firms can also create automations that make sure no PNC goes unnoticed. Managers see what users are doing in real time so they can more effectively distribute resources. Law Ruler’s softphones provide a complete record of all calls made to and from potential clients. This information can be used to track the progress of the lead and help identify improvements to the lead management process.

Automated Lead Management Tasks

Another key feature of Law Ruler’s softphones is the ability to automate lead management tasks. The software can automatically schedule follow-up calls and send email reminders to potential clients who have not yet responded to an initial call. This helps to ensure that leads are followed up with in a timely manner, and significantly increases the chances of converting them into clients. Law Ruler’s softphones also allow law firms to set up automated follow-up tasks. These can be customized to meet the specific needs of the firm, helping to ensure that no lead goes unresponded to.

Analytics and Reporting

Law Ruler’s softphones also offer a wide range of analytics and reporting tools that help law firms to better understand their leads. The software stores detailed information on the number and length of calls made and received, and the number of leads that have been converted into clients. This information can help identify areas where the firm can improve its lead management process. Firms can then focus on leads that have a higher likelihood of converting into clients. With Law Ruler’s softphones, law firms can access real-time data and analytics on their leads to make better-informed decisions and improve their lead conversion rate.

Direct Integration into the CRM

Law Ruler’s softphones fully integrate with a firm’s legal client relationship management software. Lawyers can manage all aspects of a case—leads, calls, tasks, and appointments— all in one place. This helps streamline the lead management process and make it more efficient.  This can save law firm’s time and resources.

Easy to Use

Law Ruler’s softphones are simple to use, and can be quickly adopted by law firms of all sizes. Accessible from any device, the software can be easily integrated with a firm’s other tools and software. With Law Ruler’s softphones, law firms can improve their lead management process without having to invest in expensive new hardware or software.

Law Ruler Softphone Demo

Recently, Zack sat down with Matthew Defrain to talk about the specifics of the Law Ruler softphones. They dig further into the automations, workflows, and general use of the Law Ruler softphones in the video below.

How to Get It

To see first-hand how Law Ruler can automate your marketing and get you more clients, schedule a free demo today! Law Ruler is much more than integrated softphones. As part of the ProfitSolv family, they can be used on their own or as part of a larger cohesive legal tech stack.

Dreyer’s Niching Up Makes a Strong Case for Specialization

Details

Law firm marketing specialist, Chris Dreyer, recently penned Niching Up: The Narrower the Market, the Bigger the Prize. It tells of how a focused practice can lead to a larger client pool, higher value cases, better margins, and clearer marketing spend. Chris, himself, has seen the advantages of specializing and wants to share the pros and cons in his new book.

About Chris Dreyer

Chris has been running Rankings.io since 2013. His marketing firm first specialized in legal marketing. In 2020, he took his own advice and niched up. Now he focuses exclusively on SEO for personal injury attorneys. And has made the Inc. 5000 list for fastest-growing privately held companies four years in a row.

Advantages of Niching Up

In his book, Niching Up, Chris discusses the pros and cons of narrowing a law firm’s market focus. He likes to say, “the riches are in the niches.” He notes that lawyers find more than efficiencies in specialization. They can also focus their marketing dollars more easily on their ideal client. Additionally, as a law firm becomes known as an expert, they can find higher dollar cases and more reciprocity in referrals.

“The riches are in the niches.”

Chris dreyer

Contrary to some popular advice, Chris suggests that a lawyer shouldn’t simply dive headlong into a niche. Niching Up suggests that lawyers need experience before they can effectively specialize. Chris notes that a lawyer should select a niche only after they gain awareness of a particular opportunity. Many times, a law office can look at its own numbers to determine what area of law brings them the most benefit.

Finding a Law Firm’s Niche

Niching, when appropriately applied, can help law firms save money and make more money at the same time. Specialization helps firms focus their marketing efforts. It also can make lawyers stand out in a crowd.

When a law firm specializes, it is easier to define its ideal clients. A lawyer who is trying to be everything to everyone often feels that everyone is a potential client. By defining a niche, lawyers can focus on what makes their potential clients special. A law firm focused on high-value estate planning has an easier time defining its clients than one that does probate, business law, and DUIs.

Additionally, a focused practice wastes less money marketing to the masses. Often in the legal marketing space, lawyers feel the need to saturate the market in order to get clients. This is because it’s the only way to stand out. With specialization, lawyers can meet their ideal clients where they are—be it TikTok, Facebook, or even industry publications.

Interview with Chris Dreyer

Recently, Lawyerist Lab Coach and CEO Stephanie Everett sat down with Chris to discuss how a lawyer can benefit from niching. Watch their interview below to learn more.

How to Get It

For lawyers who want to see how specialization can affect their practice, Niching Up is already out on Amazon.com. Better yet, those who want to jump in right away can go to Rankings.io and download the first chapter for free.

Lawmatics Announces Long-Awaited MyCase Integration

Lawmatics is a client relationship manager (CRM) specifically built for law firms. Most lawyers know it for its easy-to-use automation tools and its ability to track marketing efforts on top of client intake. In the current market, however, it is also gaining interest for its ability to remain independent. 

While many CRMs have become entwined with specific Law Practice Management Software, Lawmatics is focusing on broadening its reach. Recently, they have launched integrations with Clio, Filevine, PracticePanther, Rocket Matter, and Smokeball. These integrations, as users are finding out, are not just in-name-only. And now, they are adding MyCase to their growing list.

Sarah Bottorff, SVP of Growth at Lawmatics, says they are building these integrations because they are, “looking to meet the needs of their customers.” Adding that they, “love being agnostic,” to which LPMS their users favor. This allows Lawmatics users to determine which LPMS works best for their practice rather than being pigeonholed into a less-than-ideal platform.

This focus on the customer can be seen in the Facebook groups that have popped up around specific integrations. The Lawmatics team is often engaged in discussions with their customers in forums like the unofficial Smokeball + Lawmatics group. Lawmatics CEO Matt Spiegel even held a live Q&A recently in the Lawmatics Member Group.

Lawmatics Features

From a user perspective, it’s easy to see why lawyers would want Lawmatics to remain as LPMS agnostic as possible. It has very reliable features that one would expect from a CRM. It also offers some hard-to-find features that put it ahead of most of its competitors.

From a standard CRM perspective, Lawmatics sets itself apart with its project management, document creation, and eSignature features. It has a kanban board that is easily automated with a multitude of triggers and actions. And it allows users to easily track what lifecycle stage a particular matter is in at a glance. Additionally, it has a no-code document automation solution built directly into the system. Meaning, users can quickly take advantage of the integrated eSignature functionality to quickly send and receive engagement letters.

Lawmatics, however, is not just a standard CRM solution. They are listening to their customers and consistently adding features that help foster a great relationship between lawyers and clients. They recognized some work and billing is done prior to engaging a lead as a client. So, they recently added a billing and ePayment feature to their system. Similarly, document sharing and correspondence often happen prior to moving a case fully into the firm’s matter management system. So a client portal was woven into the platform earlier this year.

Instead of wandering into matter management, Lawmatics is sticking to what they do best: customer relationship management. They recognize Lawyers manage their cases in extremely diverse ways. So, they continue to launch integrations with some of the more popular LPMS platforms on the market.

Lawmatics Integration with MyCase

For those who know the history of Lawmatics, a MyCase integration has been a long time coming. The CEO of Lawmatics, also started (and sold) MyCase. One would think that their platforms would work and play well together. But neither company throws itself into integrations without plenty of forethought.

Still, this integration makes sense.  MyCase, at its core, is a Law Practice Management System. And Lawmatics, even with its time and billing capabilities, is focused on managing client relationships. Users are increasingly asking for these portions of their practices to mesh. And Lawmatics, for its part, wants to give its users as much choice as possible.

Additionally, and importantly, their ideal clients overlap considerably. If we go back to Lawmatics’ focus on its clients, users have likely been asking for this integration specifically. And these users didn’t want just a one-way integration that limited what was shared. No, they wanted depth.

Recently, Zack Glaser, Legal Tech Advisor, sat down with Matt Spiegel, the CEO of Lawmatics to discuss just how deep this integration goes. He says that, among other things, they will even be able to share custom fields from each platform. Take a look at the video below to learn more.

Interview with Lawmatics

How to Get It

If you’d like to learn more about the Lawmatics + MyCase integration, head to Lawmatics.com. Where, if you’re already a Lawmatics + MyCase user they can help you turn on the integration. If you’re not already a Lawmatics user, you can read more and even get a demo of the platform.

CosmoLex Brings Intake and Marketing to its Platform with Internal CRM

Are you thinking about what happens before a lead becomes a client? If you aren’t, you are missing out on a key step of your client’s journey. 

Client Relationship Management software (CRMs) is not something most law firms think too much about or even feel they need. But for firms to scale, and manage and maintain healthy client relationships, attorneys need a solution that can streamline efficiencies. CRMs are an important tool for driving your firm’s growth and relationships. 

CRMs are more than just intake and a fancy Rolodex. They can help boost client satisfaction, strengthen referrals and relationships by keeping client info from being siloed. They also add rich insights into your business development efforts. When used correctly, CRMs can even help make your firm’s marketing (think automation, scheduling, drip campaigns, etc) more effective. 

What if you could take care of your clients from intake to closing, all from a single platform? With the CosmoLex Internal CRM combining with its already powerful Law Practice Management Software (LMPS), you can. 

Details

Start by checking out the modules section to go from the CosmoLex LMPS to the CosmoLex CRM. From there, you can check the inbox for new leads. 

Inbox, Forms, and Fields

The CosmoLex CRM inbox will collect leads from a variety of different sources that you’ve connected to it. This means forms on your website, through email, text, (with phone capabilities coming soon!) or via Zapier integrations. You can also input leads manually. 

Cosmolex CRM lead dashboard screenshot
Screenshot provided by Partner

If you want to collect certain information about potential clients, you can create and design intake form templates based on case-type. You’ll be able to create detailed forms that are completely customizable. Each form can have its unique questions, conditional logic, layout, color, tabs, fields, and more. This means if your firm has different practice areas, you can create an intake form for each one. This is not only impressive from a client perspective. It also helps you focus on getting the information you need to move forward on a particular matter. 

The CosmoLex CRM also utilizes custom fields, allowing your forms to be as straightforward or powerful as you need. With custom fields, you can easily store and track data. You can then use that data entered in custom fields in workflows, automations, and document creation. 

Workflows, Tasks, and Remote Work

But the customization for each practice area doesn’t just stop with intake forms. Based on the case type, you can automate workflows and automatically assign tasks as your potential client moves through the intake process. You can create tasks in workflow templates, and create those tasks on conditional logic. That way, you’ll be able to pivot based on a status change. Was that car accident actually a three-car accident? Click-click. New tasks are updated to that workflow.

In addition to adding tasks to workflows and leads, you can also add relations, related parties, and more to a lead’s data file. This is especially helpful when it comes time for conflict checks or referrals. Creating a custom workflow for types of matters, and specific matters themselves, allows you to set triggers for certain activities. You won’t miss a beat. You can get as detailed as you need. 

For example, after a client completes an intake form for an auto accident, you can set automations so that:

  • Send an automated text message to the client to prompt them to set up a consultation. 
  • Direct the client to schedule a consultation. If a client doesn’t schedule one, you can have a follow-up email sent after a few days.
  • Assign the consultation to an attorney. Is that attorney OOO? Have that consultation sent to someone else!
  • Send any follow-up information to the client before and after the consultation.
  • Assign intake or billing tasks to specific staff at your firm.
  • Email an engagement letter to your new client.
  • Have your new client sign that engagement letter from CosmoLex, and 
  • Set up a meeting with you.

All of the above tasks can be triggered just by the client submitting an intake form. This helps you and your colleagues stay on top of things, eliminate meetings, and reduce inefficiencies. Oh, and by the way, yes, CosmoLex CRM has e-signature capabilities and also integrates with Google and Office365. This means that any consultations or events created will automatically appear on your calendar. 

While automated workflows and tasks are helpful in any setting, for firms that are moving towards remote work, this sort of automation is especially useful. Automatic task assignments and calendar invites help to improve accountability and remote team management. Anyone will be able to check on a lead or matter and see what the status is whether they’re at the office, in court, or working from home.

Demo Video 

Erica from CosmoLex recently gave us a demo of the CosmoLex CRM and how it works. Take a look at the video below to see a walkthrough she provided our Legal Tech Advisor, Zack Glaser.

How to Get It

To learn more about CosmoLex, its CRM features, and how it can help you take your firm to the next level, check out cosmolex.com. Once there you can schedule a demo, or dive into their other educational resources.

Want to learn even more about CosmoLex? Check out our full review, where you can see a features list, other demo videos, and community comments. Remember that Lawyerist readers get an affinity benefit through the review page.

LAWCLERK Launches Mobile App for Legal Outsourcing

What’s better than LAWCLERK on your computer? LAWCLERK on the go! You can now do everything from the LAWCLERK website on their mobile app, available for both Android and iPhone.

What is LAWCLERK?

Are you a freelance attorney or an attorney looking to hire another lawyer only for specific projects? Then LAWCLERK needs to be on your radar. 

LAWCLERK is a nationwide legal services marketplace created by lawyers, for lawyers. LAWCLERK offers a platform for attorneys looking or hiring for freelance work to find what they need. Developed in response to the changing legal landscape, LAWCLERK helps solo practitioners and small firms produce a better product for their client. All while reducing client costs and increasing attorney profits. 

Additionally, LAWCLERK connects attorneys to help foster a better and more reliable legal freelance network. LAWCLERK vets all attorneys who join, and continues to vet those who have worked on their platform. You can be sure you’re hiring someone in good standing. LAWCLERK is free to join for both freelancers and those looking to hire. Freelancers just get paid and hiring attorneys only pay when they have a project.

Previously, you could only use LAWCLERK from your web browser. But with the recent launch of their mobile app, you can now use it anytime, anywhere.

LAWCLERK Mobile App 

The LAWCLERK mobile app mirrors the functionality of their web platform. Now, you can do just as much on the go as you can from your office. 

LAWCLERK has developed two apps: one for freelance attorneys and one for hiring attorneys. Both apps will prompt you to create a pin for easier mobile access after login. From there, just use it as you would from your computer. 

For Freelance Attorneys

Freelance lawyers can use the app to get immediate notifications for new projects and apply for work. You can also view the opportunities you’ve applied for, communicate within your pending projects, and enter your time—all without your laptop.

Mobile app view of LAWCLERK app showing "Review Notifications," "Enter Your Time," and "Search for Work."

For Hiring Attorneys

Hiring attorneys can post work or a new project directly within LAWCLERK’s new app. You’ll receive push notifications on the app when freelancers apply to the project or ask questions. You can review applicants on the app and if you find an applicant you like, start working with them then and there. You’ll be able to review projects, documents, and communicate with your freelancer while in court or while waiting for your coffee.

LAWCLERK mobile app image showing "Post," "Review Notifications," and "Project Applicants."

Posting a project to LAWCLERK on the app is similar, and as easy, as posting on the desktop site. Simply enter the details, upload the project, and go!

LAWCLERK mobile app image showing screen with fields for project details, including project name, application period, project deadline, initial draft deadline, project price, rebate code, and areas of law.

Once you’ve posted, you can see what you have in the works, manage your projects, review applicants, communicate with applicants, and hire. Easy peasy. 

LAWCLERK mobile app image showing two examples of job postings listed on the app screen, with project names and due dates.

Demo Video 

But don’t just take our word for it. Kristin from LAWCLERK recently gave us a walkthrough of LAWCLERK and its mobile apps. Take a look at the video below to see a walkthrough she provided our Legal Tech Advisor, Zack Glaser.

How to Get It

If you’d like to learn more about LAWCLERK, reach out to support@lawclerk.legal or visit lawclerk.legal to sign up for a free account or to schedule a demo, or download the app from the Apple or Google Play store. Signing up for a LAWCLERK account is always free, whether you’re posting or searching. Want to learn even more about LAWCLERK? Check out our overview or blog post covering their highlights. Interested in learning more about freelancing as a lawyer? Check out our podcast episode featuring LAWCLERK, where we talk everything about freelance attorneys.

NetDocuments Breaks Into Document Assembly with PatternBuilder

As an attorney, you probably have a template library. It’s filled with contracts, wills, complaints, NDAs, business formation forms, or even employee onboarding forms. Those templates probably have blanks or highlighted texts to remind yourself where to plug in that new client information. While a “mail-merge” style approach to generating new forms and documents works, it’s slow and inefficient. Automating documents helps high-performing and fast-paced practices become even more efficient.

What is Document Automation, and Why Do You Need it?

Generally, document automation is software that uses predefined templates to generate completed documents with previously input data. It allows you to auto-fill data into designated places on the form, then save completed templates to your client files. 

Automation allows you to complete dozens of files in just a few minutes. Not even Barbara Blackburn, the world’s fastest typist (212 wpm), could complete that many documents that quickly. Even if you have a fillable Word, PDF, or Excel file, document automation can save you hundreds of hours annually. 

In addition to saving time, document automation also saves you money and helps you scale. Less time spent on document generation means more time spent on billable hours. Document automation also enables practices to streamline new employee training, allowing them to ramp up to higher-value work quicker. Plus, document automation is a key practice to running a paperless firm. 

So How Do I Automate My Documents?

Unless you have familiarity with coding or Excel formulas, it’s best to use automation software. But even with some of those, having a basic understanding of coding or logic helps. Especially if you’re uploading your own templates to the platform. 

It can get complicated quickly. But, document automation can be a powerful tool in your arsenal when integrated with other document management platforms. 

Introducing PatternBuilder, by NetDocuments

PatternBuilder is a no-code document and workflow automation tool, allowing you to automate your legal processes and effortlessly generate custom documents. And because PatternBuilder is natively integrated into the NetDocuments platform, you’ll be able to use it with all NetDocuments’ features, including all of the security and compliance tools. You’ll be able to build and run automations while retaining all the benefits of NetDocuments’ existing document management capabilities. A powerful combination!

With PatternBuilder, you can translate your expertise into workflows by automating document templates and apps to better support your day-to-day work. For example, you can create apps to intake requests, deliver NDAs, draft sales contracts, and more. You can even streamline business operations like engagement letters.

Next Level Automation

Level up from “find and replace” or looking for highlighted texts in Word documents. In seconds,  PatternBuilder lets you populate user inputs or even enter them into Word or PDF documents. You can even automate completion of third-party PDFs for commonly used government and corporate forms. This means you can scan any government form and PatternBuilder will turn it into a template to be populated automatically (this is particularly useful for those in immigration law). Creating document sets in a single workflow generates document packages in just a few clicks.

Conditional Logic

PatternBuilder uses conditional logic, giving you options to include specific text in your assembled document if certain conditions are met. This allows you to incorporate your rules and logic into auto-populating documents, saving even more time. Instead of using separate templates for specific scenarios, you can just create a decision tree for templates. PatternBuilder will then create repeatable and error-free drafts for any situation.

Demo Video 

Jake from NetDocuments recently gave us a demo of PatternBuilder by NetDocuments and how it works. Take a look at the video below to see a walkthrough he provided our Legal Tech Advisor, Zack Glaser.

How to Get It

NetDocuments is a cloud-based content management platform with over 20 years of experience in helping secure, organize, and collaborate on your documents and matters. NetDocuments offers an end-to-end platform for document organization, management, and so much more. If you’d like to learn more about NetDocuments and how PatternBuilder can help you automate your documents, visit their website to read more or to schedule a free demo. If you’d like to learn even more about PatternBuilder, check out their press release.

Curious about what else NetDocuments can do for you? Check out our full review, where you can see a features list, other demo videos, and community comments. Remember that Lawyerist readers get an affinity benefit through the review page.

PracticePanther Maximizes its Practice Management Software with Built-in CRM

PracticePanther enhances law firm intake capabilities with its built-in client relationship manager (CRM). Taking advantage of this functionality is easy. Using it to its fullest, however, requires some forethought, but will pay off in droves.

Boost Client Intake with PracticePanther

Law firms often overlook communication with current and potential clients. It can seem tedious and complex. With a few select features and some organization, though, law firms can find easy success.

PracticePanther suggests creating automated workflows to handle most of the mundane tasks. Effective CRMs allow and encourage automation to relieve administrative burdens. Offices will have to take the time to create their workflows, but the future savings will be almost always worth it.

Once a firm is using a CRM to manage their intake, PracticePanther also suggests analyzing the data the firm is collecting. This helps determine ROI and allows for more intelligent marketing in the future.

And, since no product can possibly handle all of a law firm’s needs, offices should be aware of any integrations their CRM offers. PracticePanther suggests firms customize their solutions to fit their particular needs, rather than adjust their own skills to meet the platform. 

Take a look at the demo below where our legal tech advisor walks through some of the special features of PracticePanther’s CRM.

PracticePanther Demo Video

How to Get It

Want to learn more? Visit our full review of PracticePanther. There, you can compare features, read community comments, and watch additional demo videos.Or, if you’d like to jump right in, get a demo or a free trial at PracticePanther.com.

Postali Urges Law Firms to Focus on Website Architecture and Planning

Have you ever clicked a link from an old Tweet or Facebook post, only to have it lead to a broken page? Or gone to a website that didn’t have the page with the info you searched for? Maybe you’ve visited a jumbled website that’s just impossible to navigate? So, frustrated and annoyed, you go back to the Google search page. You, my friend, have been a victim of bad website architecture. 

What is Website Architecture?

Website architecture is how information is organized and prioritized on your website. It’s the hierarchical structure of your website pages, as indicated by internal linking. Your law firm’s site architecture should do two things. First, it should help potential clients easily find the information they’re looking for. Second, it should help search engines better understand your pages. You can think of website structure like a rooted tree graph, where the home page and other high-level content pages sprout branches. Then those branches then link to each other. 

Good website architecture can help potential clients have a better user experience. It also helps you organize and plan for growth, improve your site’s search engine rankings, and sets you apart from other law firm websites. Planning your site architecture means you avoid having a jumbled website, broken links, or duplicate content down the line. It can also save you money in the long run.

Before you do anything related to site architecture, navigation, designing your pages, and other elements of your website, you need to prepare. Sit down, plan out, and really think about what you want from your website. 

Planning Ahead

As you start thinking about your website, ask yourself a few questions. What do you really need and what do you need your future clients to understand about your practice? What kind of content do you want to include? How do you want to guide your clients there? What do you need, at a minimum, to launch your site?

Understanding the information you want to structure helps you plan the layout of your site. But to get started, you’ll want to have at least the following pages:

  • A homepage
  • An about page
  • Content (practice areas, blog, etc.)
  • A contact page
  • A results page

How to Structure Your Site: The Basics

Structuring Your Site

Using the rooted tree graph model, or multi-level numbering in Word, start by listing your top-level pages. Think about the pages you may see on a website’s  top menu bar:

  • Home
  • Practice Areas
  • About
  • Results
  • Contact
  • Blog

Then ask, what subcategories would go under those? Practice Areas might include Personal Injury, Probate and Estate, and Family Law. Personal Injury subcategories might include Car Accidents, Premises Liability, and Workplace Accidents. All of these pages have unique and relevant information that should have their own page.

You don’t want to go too deep into subcategories. A good rule of thumb is for users to get to most of your pages within 3-4 clicks. (Advanced tip: This is called having flat architecture rather than deep architecture.)

Is using Word or writing out a tree graph not for you? There is software out there to help you visualize and create your website’s structure. Common options include Miro, Google Jamboard, and Lucidspark, but any whiteboard app can help you map your website architecture. 

Adding Detail to Structure

After you’ve designed your basic structure and pages, it’s time to add detail. Ask, what is the intent of each page? Generally, each page will have one of three intents:

  • Transactional – You want your visitor to take an action
  • Informational – You want to educate your visitor on something
  • Navigational – You want to guide your visitor somewhere else.

Once you’ve determined the intent of your pages, think about the following:

  • What will the page URL for each page be?
  • What content will be on each page?
  • What SEO terms do you want each page to rank in?
  • How do you want the pages to link?
  • What do you want the top navigation to look like?
  • What do you want your website to look like?
  • Do you want to include an HTML and XML sitemap?

Building a Scalable Website

If this all sounds like a lot of work, it’s because it is. Website architecture is not something you can afford to be careless about. Your website’s architecture is important from a user experience and SEO perspective. Good site architecture can mean the difference between getting a new client lead or having that potential client go somewhere else. But you don’t have to do this alone. 

Postali is a full-service marketing agency that works exclusively with lawyers. They offer a host of products and services spanning website design and Development (including website architecture), SEO, content writing, PPC ads, and social media marketing. They also offer video and photo production, and even direct mail campaigns. While you can choose which services you’d like, they also offer packages to help your firm grow based on your firm’s needs.

Postali prides itself on being an extension of your team to achieve the best possible results for your firm. They strive to always provide services and advice that is in the best interest of your goals, regardless of how much they may benefit. So if you’re looking for a reliable partner in structuring, building, and designing a custom site for your law firm, Postali may be a great fit for you.

Demo Video 

Want to learn more about the importance of a results page, how a page differs from a blog, and advanced tips on website architecture? Watch as Jim Christy, CEO of Postali, chats with Legal Tech Advisor Zack Glaser. They talk about how to plan your website for scalability, usability, and with SEO in mind. Take a look at the video below to check out their discussion!

How to Get It

If you’d like to learn more about Postali and how it can help you scale your website and practice, check out postali.com/lawyerist.

Want to learn even more about Postali? Check out our full review, where you can see a features list, other demo videos, and community comments. Remember that Lawyerist readers get an affinity benefit through the review page.

LEAP Delivers Fully Integrated Experience with Office365 and Forms

As a hybrid law practice management solution, LEAP Legal Software exists in both the cloud and on a local device. This can certainly be an asset when working with documents. And LEAP definitely takes advantage of this with its document and form creation.

LEAP ships with loads of ready-made court forms, although, potential users will want to check their jurisdiction’s availability. LEAP is constantly adding to its repository. Forms and automated documents can also be created within the LEAP platform. 

LEAP Office365 Integration

Where LEAP shines, however, is in the Office365 integration. When working with forms, or documents in Microsoft Word, an add-in allows users to extend the Word functionality. LEAP users can easily track time within the document, save the file directly to the matter, and more.

Take a look at the video below to learn more about LEAP’s Office365 integration, court forms, and document automation.

Demo Video

How to Get It

Eager to learn more? Check out our full review of LEAP. While you’re there, you can read about more features, user reviews, and compare it to other products. Don’t forget, Lawyerist subscribers get a discounted Affinity Benefit.

TimeSolv Expands Reach with Growing Integrations

TimeSolv provides real, workable integrations with document management, payment, email, and accounting platforms commonly found in legal tech stacks. This time tracking and billing software goes beyond the basics. It offers a host of noteworthy features to seamlessly share data, help improve client experience, easily track matters, and more.

Deep Integrations from TimeSolv

As a timekeeping and billing platform, TimeSolv doesn’t necessarily need to integrate with every piece of software out there. Yet, it still boasts an impressive suite of third-party integrations. On top of that, it allows others to connect to its platform through REST API (a common way of allowing platforms to talk to each other).

TimeSolv Integrations

As shown below, TimeSolv has integrations with document management platforms, online payment software, Office 365 Outlook, and the most common accounting software for lawyers, including QuickBooks Desktop and QuickBooks Online.

These integrations allow users to reap the benefits of TimeSolv as a stand-alone legal timekeeping and billing platform without siloing law firm information. Users can still get the benefit of Zero A/R and online payments while using QuickBooks or Xero to manage their accounts payable. They can customize their invoices and set-up follow-up automations while using LexCharge or LawPay to run ePayments. And they can run their communications through Outlook while seamlessly tracking their time for each matter.

More importantly, they can use TimeSolv’s hard-to-find features while managing their firm’s accounting in familiar business accounting software. Firms can track split-billing in TimeSolv while managing payroll taxes in Xero. Firms can credit multiple teammates with file origination while importing business transactions into QuickBooks Online. And they can invoice co-clients with split-invoices while their accountant stays comfortable in a familiar accounting platform.

TimeSolv and QuickBooks Integration

One of the most thoughtful integrations TimeSolv has is with QuickBooks—both online and desktop. The platform offers bi-directional transfer of information (when appropriate) and discrete, specific synching choices. This allows firms to use both platforms in tandem to supplement each other.

Dedicated Sync Tool

First and foremost, TimeSolv manages its QuickBooks sync with a dedicated tool that firms download from their account. This allows for more discretion than the common “sync what the platform thinks is important” approach. Importantly, this tool works for both QuickBooks Online (QBO) and QuickBooks Desktop.

When running a sync, users can choose the direction of the information (from QuickBooks to TimeSolv, or from TimeSolv to QuickBooks), as well as the time period to sync. This means that users are not necessarily “synching all” each time they run the tool. This can allow for cleaner records in QuickBooks and TimeSolv alike.

Bi-Directional Sync

Since QuickBooks and TimeSolv are intended to run in tandem, it is important that much of the information can travel in either direction. Reimbursable expenses can go to TimeSolv from QuickBooks after they are paid, or they can move from TimeSolv to QuickBooks in order to cut the check. This allows users to work out of whichever platform their workflow calls for. The tool also allows for bi-directional sync of Customers and Jobs, Employees, Service Items, and Other Charge Items.

Customers and Jobs

Customers and Jobs in QuickBooks translate directly to Clients and Matters in TimeSolv. This will naturally cut down on double entry of information into both platforms. Enter a Customer into QuickBooks, and simply import the information about that Client directly into TimeSolv. Or, as arguably more important, import information from one platform to another on initial set-up.

On the initial import, the sync tool allows for very specific, granular choices. One can choose to import only active customers into TimeSolv, while determining whether or not to include the contact information (address, phone number, etc.) of those clients. One can even choose whether or not to include the opening balance of that Customer in the sync. 

Although this will save your office from double entry, the real benefit of this bi-directional sync is in the initial set-up. If a firm has been using QuickBooks for a long time all of their efforts to customize the customers and jobs will not be thrown away. On the other hand, if a firm is adding QuickBooks to its tech stack, their TimeSolv Clients and Matters will help them initially set-up QuickBooks.

This is, however, not a process to be taken lightly. Which is why TimeSolv provides a dedicated account representative for the initial sync. It is suggested that users bring their accountant or bookkeeper to this meeting.

Other Bi-Directional Sync

Beyond Customers and Jobs, however, one can sync Employees, Expense Entries, Service Items, and even Other Charge Items. Much like Customer and Jobs, Service Items and Employees will save firms time instead of recreating what was previously done in one platform. Import Service Items in as TimeSolv’s Task Codes, and bring Employees in as Professionals, or even Users.

With Expense Entries and Other Charge Items, though, it becomes clear where QuickBooks and TimeSolv can be used in tandem. One can create Vendor Payments in QuickBooks and bring them into TimeSolv, or make Expense Entries and export them to QuickBooks for payment. Firms can determine which platform  to work out of based on its own workflow.

TimeSolv Training

TimeSolv is not a plug-and-play product that requires no set-up to get started. Frankly, what quality product really is? As such, the team at TimeSolv provides a lot of training for its users. As mentioned above, firms can easily get help from an account representative at initial set-up, or can peruse the TimeSolv knowledge base for instructionals, videos, and demos on a whole host of topics.

TimeSolv Demo

If you’d like to see more about TimeSolv’s QuickBooks integration, take a look at the video below where one of TimeSolv’s QuickBooks gurus walks our Legal Tech Advisor, Zack Glaser through an overview of the sync tool.

How to Get It

Ready to learn more? Head on over to TimeSolv.com to see how their integrations and features like Zero A/R can help your firm. Go ahead and get a demo of your own, and dig into TimeSolv’s advanced features with a free trial.

Buchanan Law Firm Finds Hidden Benefit Beyond Automation with Lawmatics

Like many small law firm owners, Deena Buchanan found her team spending lots of their time sifting through leads for their business—valuable time that could have focused on paying clients. 

The Wrong Clients Were a Bottleneck

At the time, Buchanan Law focused on representing employees who faced discrimination or retaliation from their employers. It’s an area where many people call a law firm feeling mistreated, but only a few of those cases are valid. “For every 100 inquiries we received, only 5-10 of those cases would look like they possibly had legal merit. And, only 2-3 of those would end in an engagement starting. Most people’s claims weren’t ready yet or didn’t meet the legal requirements for a case.” 

In 2020, Deena joined Lawyerist Lab, a business coaching community for solo and small law firms. She knew she needed to improve how she ran her business for everyone’s sake and that higher profits would be a pleasant result. Through her work in Lab, Deena narrowed in on the bottlenecks in her firm and how she could solve them. Client intake was near the top of the list. 

That’s when Deena discovered Lawmatics. Lawmatics’ client relationship management software promised to help Deena’s firm drive efficiency and increase client engagement leading to more revenue. It delivered on that promise—and more. 

Lawmatics Made Qualifying Clients Seamless

Before Lawmatics, Deena’s team would send a Google form to potential clients to collect information. Once submitted, the team would manually review the form to determine if it was complete, resulting in lots of back and forth to gather the information. With the correct information, the team could qualify the client. If they didn’t have a case or needed to wait, the team would write emails from scratch with dozens of variations to explain to the potential client why they couldn’t help them. When Deena met with clients for a consultation, she often realized she was meeting with people she could not help. Her qualification process was failing her. 

“It’s what happens after the form that was the real game-changer.”

Lawmatics allowed her to automate her intake process. She ditched her Google form for an intake form created in the Lawmatics platform. “It’s what happens after the form that was the real game-changer,” said Buchanan. We automated the collection process. The system sent automated reminders to clients to complete missing information. After a few attempts, the system created a task for a team member to call the client and follow up. The team also created templates for the various reasons they couldn’t help clients—no more hand-crafted emails. Now, the team could tag the reason for the rejection and trigger the correct message. 

“What previously took hours could now be accomplished in minutes. More importantly, I became confident in our system. I knew we weren’t losing cases simply because a team member had dropped the ball. I also knew we were meeting our obligations under the Bar’s rules by now having a written record with an email for every lead we rejected.”  

Lawmatics Made It Painless for Clients to Hire Me

The team also built an automated process for collecting a signed engagement letter and any initial payments through Lawmatics. 

“The system just made everything easier.”

Buchanan Law also offers a service where they will review a contract for a fixed fee. They set up a separate sequence in Lawmatics to send out the engagement contract and payment link and collect the information for the contract review. 

“I’d arrive at my desk in the morning with money in my account and everything needed to complete the review. I could just focus on the client work and not the administrative headache that often accompanies it.”

Deena saw that clients realized the difference, too. “We noticed that the number of positive Google reviews went up because clients found working with us was so easy.” 

Lawmatics Offered a Hidden Benefit: Managing Team Members

One thing Deena didn’t expect when she adopted a new tech platform was to help her better manage her team. Once the system is created in the platform, it is easy to assign tasks and responsibilities to team members and also track when and how they are completing them. 

Deena explained that with Lawmatics, she could see when her team was completing tasks and what was taking them longer than it should. It helped her figure out that one of her team members was not in the right role, so the firm made some adjustments. The system gave Deena data that allowed her to manage the team and improve how they helped their clients. 

Getting Started with Lawmatics

Like any new technology platform, Deena cautions lawyers to be patient because it will take time to learn and implement. She advises to start with a clear understanding of the problem you are trying to solve. Then, determine if you are actually telling the system to do that because it sometimes doesn’t match.

“I realized that sometimes I thought I was telling the system to do it one way, but I wasn’t talking to it the right way. Fortunately, Lawmatics has a great team of coaches who would get on with me and help me find the right way to set up the program.” 

Her other advice is to just start by building one thing—what one thing would help your practice the most right now? It’s easy to get excited and want to build out everything at once, but that’s not always feasible. Instead, build the first thing and then expand from there. 

She also noted that you often won’t know exactly what you want it to do until you get a process started. So, it’s best to start with a few simple things and then build more as you figure out what you need. 

Finally, Deena complimented the Lawmatics team for their continuous development efforts. “They are always introducing something new and working to improve the platform.”

 
If you’re interested in seeing how Lawmatics can help your firm, learn more by visiting Lawyerist’s Lawmatics Review. Curious if business coaching could help your firm? Lawyerist Lab offers several options to help every firm no matter what stage of business they are in.

Rocket Matter Makes Signatures Simple for Clients and Attorneys

In today’s tech-focused world, the last thing clients want to do is print, sign, and mail a document. With Rocket Matter, attorneys won’t have to. Quickly and securely request, send, and receive legal documents using Rocket Matter’s new, file-sharing and e-signature service, powered by Imagineshare.

Rocket Matter’s E-Signature Tool Allows Clients to Sign from Anywhere

Rocket Matter makes it easy for lawyers to send documents to clients for their signature—without a third-party application or a client portal. With a few simple clicks, lawyers can simply add the e-signature block to any document inside Rocket Matter. Clients will appreciate that they can sign the document with one easy click without downloading any software. Even better, clients can open and sign the document from their phone, tablet, or desktop.

Because the e-signature feature lives within the Rocket Matter platform, lawyers will appreciate that signed documents automatically live inside the client matter. This eliminates the need to visit outside platforms to find signed documents or import and save them. With Rocket Matter, everything shows up inside the client file—nothing additional for the team to do.

Law firms will appreciate that Rocket Matter’s e-signature tool has all the features one would expect, including the ability to:

  • Batch and send files to one or multiple clients.
  • Add a signature to any Word document or PDF.
  • Provide customized instructions to the recipient for signatures and form fields.
  • Customize new signature templates or use existing ones.

Lawyers Can Rest Easy Knowing Their Data Is Secure

Rocket Matter knows security remains a top priority for lawyers. That’s why Rocket Matter ensures lawyers can request or send files securely through the file sharing platform. Lawyers can share a secure link when providing documents to third-parties. Clients can also use a secure link to upload sensitive documents and information to the law firm. Additionally, lawyers can protect documents with customizable question/answer protections and link expiration dates.

Rocket Matter’s e-signature platform automatically uploads signed documents in the client’s file.
No coding experience is required. Easily add e-signature fields to any Word document or PDF.

Improve Client Service with Rocket Matter

Rocket Matter offers law firms a complete law practice management solution. Firms using Rocket Matter find they can deliver an improved client service and increase revenues by more than 20%. Rocket Matter makes it easy for law firms to go paperless, serve their clients well, gain confidence in their trust accounting, and ultimately make more money.  

In this video, Kelly Nicholson of Rocket Matter walks us through the new e-signature process and how to secure signatures with Rocket Matter. If you’d like to learn more, talk to one of the experts over at Rocket Matter and book a demo of the platform.

LAWCLERK’s Network Makes Legal Outsourcing Easy

Freelance work has only become more prominent in the United States. Over one-third of the working population freelances. And, freelancers contributed $1.3 trillion in annual earnings to the US economy in 2021. While most freelancers are in the tech world, there are also freelance marketing, consulting, and legal professionals. That’s right—freelance lawyers—and freelance legal networks—like LAWCLERK.

What is a Freelance Lawyer?

Freelance lawyers are those hired by another attorney, either directly or through a platform. They typically complete legal projects by the hour or for a flat fee. Many attorneys freelance to supplement their income or as a full-time career choice. You’ll find freelance attorneys with different backgrounds and areas of expertise.

Freelance lawyers can take on a number of different tasks. But, it’s easier to think of them as remote associates. They can conduct more substantive work, like research, drafting, or document prep. Freelancers can write blog posts, help write a CLE course, or perform more specialized tasks. They could assist with that tricky tax/immigration/administrative/mineral rights case. You could even hire a freelance attorney to go to court on your behalf! 

The Benefits of Freelance Lawyers

If you’re thinking of becoming a freelance attorney, the benefits are obvious. You have more control and flexibility over your schedule. You can say yes to doing only the type of work you like. And, you can work from home.

Hiring a freelance attorney has a lot of benefits as well. A freelance attorney help with overflow work (and allow you to bill for that time). You can also hire a freelance lawyer to free up time in your schedule so you can take on higher-paying projects. Some solo and small firm attorneys have seen over $7000 a month in additional revenue by using freelance lawyers. 

Considerations on Freelancing

So, freelancing sounds pretty good, but there are some considerations to keep in mind:

  • Malpractice Insurance. Does the freelance attorney have it? The hiring attorney should have sufficient insurance to cover a freelancer. And, the freelancer should also have their own to mitigate any potential risk.
  • Skill sets. Especially if you’re hiring a freelance attorney, make sure they have the proper skill set and experience to handle the task. 
  • Ethics Rules. Make sure you know your jurisdiction’s rules on hiring and using freelancers in your practice. There may be rules on advertising your services if you’re regularly using freelancers, multijurisdictional practice of law, or what you need to tell clients.
  • Overhead Costs. Freelancers need a reliable computer and internet connection. The work may require subscriptions to certain legal services or databases. Consider insurance and tax implications. 

Once you decide to hire a freelance attorney, you need to know where to find them. Many freelance attorneys have websites or build up their LinkedIn profiles. Others get work through word-of-mouth and referrals. You can also find freelance attorneys on general freelance job sites. 

Or, you can make it easier on yourself and use a specialized freelance legal network, like LAWCLERK.

LAWCLERK is a revolutionary legal services marketplace created by lawyers for lawyers, developed in response to the changing legal landscape. LAWCLERK helps solos and small firms produce a better product for clients while reducing client costs and increasing profits. 

Additionally, LAWCLERK connects attorneys to help foster a better and more reliable legal freelance network. LAWCLERK vets all attorneys on their platform on a consistent basis so you know you’re hiring someone in good standing. LAWCLERK is free to join for both freelancers and those looking to hire! Hiring attorneys only pay when they have a project or start a subscription.

In the video below, Kristin Tyler, of LAWCLERK, walks us through what it looks like to hire a freelance attorney through their platform. If you’d like to learn more, talk to one of the experts over at LAWCLERK and book a demo of the platform.

Case Status Helps Law Firms Focus on Client Happiness to Increase Net Promoter Scores

If you do not satisfy your clients, your practice will fail. 

This is a hard, but important, truth to learn for both growing and established firms. Satisfied, or better yet, delighted, clients are those who share their experiences with others. They can be your biggest advocates. Similarly, unsatisfied and unhappy clients can leave damaging reviews online and share their negative experience with your firm to anyone who will listen. Which, in turn, can decrease your client net promoter score (NPS).

Delighting clients may seem easy. Yet, in practice, it can be an involved process. Client satisfaction is how clients feel about their entire experience with your firm, from start to finish. It’s on you to make that experience a positive one. Case Status helps your firm use surveys, client net promoter score, and automated updates to do just that.

Satisfying and Delighting Your Clients

So, how do you satisfy and delight your clients? You make their interactions with your law firm positive. Yes, a bit of a nebulous answer, but for a good reason. The approach to delighting clients will differ from firm to firm. But, every firm should have a key aspiration: clear communication with their clients. 

A common complaint from clients is that they don’t know what is happening with their case. Clients will complain, “I don’t know what they’re doing. My attorney isn’t sending me anything back!” They text or call at all hours of the day to get an answer. And, sometimes they have to wait days before getting a response. 

This isn’t because the attorney doesn’t want to respond. Sometimes, there isn’t time or a system for others at the firm to answer the client. Answering basic client case status questions can be a huge time sink for firms. Improving client communication and offering more transparency on case status is an easy way to make your clients happier. This will increase your client NPS and get more time back in your day.

Measuring Client Satisfaction

Making clients happy is important. And, you also want to know what you do to make them unhappy. You can’t improve client satisfaction if you don’t know what you’re doing right and wrong.

Asking clients for feedback is a more qualitative approach to determining client satisfaction.  Some businesses use more quantitative methods to determine client satisfaction. One popular example is the Net Promoter Score (NPS). Designed to measure customer loyalty and satisfaction, this survey asks clients how likely they are to recommend your product or service to others on a scale of 1-10.

All these ways to measure client satisfaction are great, but when do you send out surveys? How long should it be? What sort of questions should you ask?

Using a Software to Help

Client relationship manager software (CRM) can help you improve communication with your clients and gather and measure client satisfaction. A CRM can help streamline marketing, sales, and management for your law firm. If you are already using a law practice management software, you may already have a CRM. However, it likely doesn’t do more than automate administrative tasks and data entry. If you really want to improve client satisfaction and leverage the data, you’ll need something more than a standard CRM. 

Up Client Satisfaction and NPS with Case Status

Case Status is an all-in-one information hub designed for clients to communicate efficiently with your firm, saving you time and helping provide clients peace of mind. Its Client Portal gives your clients real-time information on the status of their case. If we can get real-time status of our Domino’s delivery, why shouldn’t clients have the same with your firm?

Invite Clients to Your Branded Client Portal

Invite clients via text message to download the Case Status app for instant, 24/7 access to their case. Branded with your firm’s logo and colors and available in English or Spanish, the app gives clients a sense of ownership over their matters. Through the app, clients can send you messages, schedule appointments, and view the finer details of their case. This means fewer late night phone calls and text messages from clients, and more time for you.

And if a client doesn’t want to download the app, you can continue to text them via SMS within Case Status. This secure texting platform allows you to maintain attorney-client privilege and text from a business number instead of your personal. 

Improve and Automate Your Client’s Journey

Case Status tracks everything your clients do in the portal and allows your staff to respond, in app or from the web. Case Status also allows mass communication with your clients with a single click. You and your colleagues can leave notes, mark as read, and even set up a daily email digest to alert clients to unread messages. 

You can even automate messages to clients when you update their case. Case Status has many integrations, including Clio, PracticePanther, and Zapier. So, your automations can be truly powerful. This is where Case Status stands out. It takes important but mundane tasks and makes them routine.

Clients often reach out about their case status because they want updates. More importantly, though, they want to know what those updates mean. It’s their matter, and they want to understand and help as much as possible. Many times, clients will ask the same questions that have the same answer. Case Status provides templates that can be sent to clients automatically, based on certain triggers. Those templates walk the client through what the case update means, what will happen next, and what they can do at this stage. It can provide an informative and reassuring experience for clients who just want information.

Messaging through Case Status is secure and encrypted, so you can feel confident in sharing and receiving private client documents. 

Manage Client Satisfaction

Case Status easily helps you measure and leverage client satisfaction. Using NPS questions, Case Status surveys clients throughout their case about how likely they are to refer your firm. This consistent feedback gives you insight into which clients are happy (and may leave a positive review) or unhappy. Then, you can move quickly to remedy dissatisfaction and improve client engagement. 

All feedback is requested through the Case Status app, so clients can answer quickly and honestly in the moment. 

Demo Video 

Jose from Case Status recently gave us a demo from both attorney- and client-side, on mobile and laptop. Take a look at the video below to see a walkthrough Jose provided our Legal Tech Advisor, Zack Glaser. It may be just what you need to increase your firm’s client NPS.

How to Get It

Case Status empowers firms to provide the best client experience and transform client advocacy through access and ownership. If you’d like to learn more about Case Status and how it can help you save time and empower your clients, visit casestatus.com to learn more or schedule a demo.

Omnizant Builds Accessible Websites to Meaningfully Connect with Clients

The internet belongs to everyone, but not everyone enjoys equal access. Web accessibility is a hot topic these days, and for good reason. Over 1 in 4 American adults live with a disability. That’s 61 million Americans living with a mobility, hearing, vision, cognition, or self-care disability. While the ADA has helped those Americans when they’re traveling from place to place or running daily errands, a whopping 98% of the world’s top one million websites don’t offer full accessibility or compliance. That doesn’t even include websites for local businesses, let alone websites in the legal space. 

If your law firm’s website isn’t accessible, not only are you excluding a large population from using your site, you’re also excluding a large population of potential clients. Omnizant can help your firm build meaningfully accessible websites.

What is Accessibility? 

Accessibility is the practice of making your website usable by as many people as possible. Many times, people use the shorthand of “ADA website compliance.” Traditionally, most people think about accessibility as something for those with disabilities only, but accessibility also benefits other groups. For example, those using mobile devices (talk-to-text anyone?), those with slow network connections, or those who are experiencing a situational disability, like only being able to use one hand when carrying a child or having their hands full. 

Web or digital accessibility means that everyone—regardless of ability—can perceive, understand, navigate, and interact with information on the internet. It helps provide an equal experience for those with disabilities or impairments, which means a better experience for everyone. 

Why You Want an Accessible Website for Your Firm 

While having an accessible website for your law firm means increasing your potential client base, it can also reflect who you are as a firm. An accessible website can be an extension of your firm’s values. You want to be inclusive and have your website POUR—be perceivable, operable, understandable, and robust. Building an accessible website means building a great website. When your site POURs, every user benefits. 

Keeping an ADA Compliant Website

Having an accessible site means having a website that is compliant with federal, state, and international laws. For example, the ADA and state laws in California and Colorado all require digital accessibility. Outside of the US, Canada’s Human Rights Act, the European Union Web Accessibility Directive and European Accessibility Act all promote digital accessibility. You don’t have to just follow regulations to build an accessible website. You can follow accessibility principles using W3C or with the Web Content Accessibility Guidelines.

Easier Maintenance

Another benefit to having an accessible website is that they are often less costly to maintain. Accessible websites typically use cleaner code, which leads to faster load times, fewer errors, and improved search engine results for your site. Having a more streamlined code for your website means maintenance will be more straightforward. Your site can still be dynamic as needed, leading to  fewer chances of your site crashing and a better user experience for everyone.

Examples of Accessibility

While it’s easier to build an accessible website from scratch rather than trying to retrofit an already built site, there are some easy ways you can make your website more accessible:

  • Alternative Text – All your images should include an equivalent alternative text to provide information for the  visually impaired or those who turn off images.
  • Clear, Concise Content – Having clear content laid out logically expands your audience and improves the on-page experience for everyone. This is beneficial for users with cognitive impairments and pretty much everyone else. 
  • Text to Speech (TTS) – Providing an option to have users listen to text, rather than read, is helpful for those with visual impairments, second-language learners who have better listening comprehension, or for multi-taskers. Screen readers are a common example of TTS.
  • Closed Captioning – Often seen as optional, closed captioning is mandatory if you want to create accessible content. Closed captioning is not only useful for those with hearing impairments, but for those who don’t speak the native language of the video.This allows you to reach viewers in a wider variety of environments. For example, ads with captions have an increased video view time of 12%. More importantly, 80% of users react negatively when videos play sound when it’s unexpected. 

Other examples of website accessibility include having good color contrast on your site; having large links, buttons, and controls; and keyboard only navigation. If all of this sounds overwhelming, don’t worry. Many ways of increasing accessibility on websites are intuitive, and something you don’t have to do alone.

How Omnizant can Help

Omnizant is a legal marketing agency focused on developing websites that are fully compliant with WCAG Guidelines, and what people would call ADA website compliance. Your fully compliant website can be built from the ground up, or your current site can be audited to identify areas where accessibility  can be improved. This remediation process and work happens behind the scenes in your site’s code, so the overall aesthetics of your website won’t be affected. 

Additionally, all of Omnizant’s websites, whether custom built or improved-upon, are fully accessible on their own. This means no browser plug-ins or accessibility overlay tools are needed. All Omnizant designers are trained in best practices and every element of your site is evaluated and optimized for accessibility and works with assistive technologies. 

If you’re curious to see how accessible your law firm’s website currently is, Omnizant offers a free consultation or website audit. Reach out to Omnizant to learn more!

Demo Video

Victoria Sileccia, the Chief Marketing Officer at Omnizant, recently had a great discussion about accessibility with our Legal Tech Advisor, Zack Glaser. Take a look at the video below to get some immediate and actionable tips on how to build an accessible website, what POUR and other accessibility principles are, a great blog post from Omnizant on expectations and your law firm’s website, and how to ensure continued ADA and WCAG compliance. 

How to Get It

Omnizant is an award winning legal marketing agency specializing in organic SEO and building dynamic and accessible websites for law firms of all sizes and practice areas. They help attorneys propel their practice by enhancing your image, broadening your reach, and supercharging your operations.

Want to learn more about Omnizant? Check out our full review, where you can see a features list, other demo videos, and community comments. Remember that Lawyerist readers get an affinity benefit through the review page.

LawPay Custom Payment Features Improve Client Experience

You work hard and do good work for your clients. You present a professional front and provide a great client experience from start to finish. Likely, this includes customizing your intake to ensure clients feel confident in choosing you as their attorney. So, if you have a custom intake form specific for your practice, do you also have one for your payments page? This is where LawPay’s custom payment page and links can help.

A payments page is an often overlooked part of the client experience. An online payments page gives clients convenience, security, and flexibility when paying you. Most attorneys just take payments over the phone or in person. And, if attorneys do offer online payments, it’s usually through a generic online form with no clear ties to your practice. This is fine if you just want to get paid. But, if you want to keep wow-ing your clients and further your firm’s brand, a custom payment page will help.

What Can a Custom Payment Page Do For You?

Custom payment pages provide your clients an on-brand, seamless, and tailored experience. They let clients pay directly into their trust account, set up recurring payments, or pay their invoices—all via a LawPay payment link or QR code. Payment pages will have fields for your clients to enter details related to the transaction or even an invoice or matter number. On the backend, a custom payment page allows you to link payments to matters or clients, securely receive payments, and streamline your workflow. It can also give your services extra polish in providing clients a convenient and modern way to pay.

You can hire someone to help you build a custom payment page for your firm’s website. But if you have LawPay, you can create custom payment pages showcasing your firm’s brand that allow you to accept online payments in the office, over email, through your website, or on any mobile device.

Build Your Firm’s Custom Payment Page With LawPay

LawPay is an online payment solution specifically designed to help lawyers get paid without sacrificing time. When payments are processed through LawPay, all earned and unearned fees are properly sorted into your trust and operating accounts. And, this covers IOLTA protection from third-party debiting. 

Creating Your LawPay Payment Page and Link

As a LawPay user, you can have them build out custom payment pages, and their corresponding links, depending on your firm’s needs. Just let them know how your perfect page will look, and they’ll create it. Custom payment pages can be built for trust payments, retainers, or even consulting fees. Instead of a generic page for all payments, your payment pages can be specific to your needs and brand. 

In addition to billing information, you can add fields to request a matter number, invoice number, or any other useful detail. These fields can be in the form of text boxes, checkboxes, or even drop-down menus. Further, you can customize payments to collect flat fees and let clients arrange payment plans or recurring payments. You can even set up payment pages to pass credit card surcharge fees to the client—obviously, check your rules to make sure that is proper. 

As with all LawPay features, your payment pages are 100% PCI compliant, which means it follows all industry and jurisdictional regulations, standards, and best practices. 

Make The Redirect Work for You

Another unique feature of LawPay’s custom payment pages is the redirect. Typically, when a client finishes paying, they’re redirected to a “Thank You” page. LawPay custom payment pages allow you to redirect to any page you want, including your calendar booking system to schedule a meeting. This means you can easily set-up a workflow to get paid prior to allowing your potential new client to schedule a consultation.

Share Your Payment Page via Links or QR Codes 

With LawPay, you can create as many custom payment pages as you want, and each payment page will have a unique URL and QR code. This means you can easily share a LawPay payment link via email, your website, or an online invoice. You can also print a QR code on mailed invoices or your reception desk so clients can scan and pay through their mobile devices. 

LawPay’s Chrome extension could make things even more convenient for you. This extension installs a button in your Chrome browser that gives you quick and easy access to your secure LawPay payment page(s). Open your payment page instantly in a separate tab, or copy the link to your clipboard with a click of your mouse. The browser extension allows you to accept payments and send LawPay payment links to your clients in seconds without leaving your browser or log in to your LawPay account.

Stellar Customer Support

LawPay offers a powerful and convenient way for lawyers to get paid. But, what really makes them stand out is their dedicated customer support. As a LawPay client, you’ll have a dedicated risk management team to answer questions and resolve issues you may encounter. This really comes in handy if you’ve ever dealt with a chargeback claim.

If you prefer troubleshooting issues yourself, you can access LawPay’s comprehensive support library. Their support library is available even without logging into your LawPay account. It boasts hundreds of useful articles, templates, and even CLE courses to improve how you run your firm.

Demo Video 

Rachel from LawPay recently gave us a demo of the payment page feature, a few use cases, and how it can help your firm. Take a look at the video below for a walkthrough she provided our Legal Tech Advisor, Zack Glaser.

How to Get It

LawPay has been powering payments for the legal industry for over a decade. It brings full trust-account compliance to a huge list of more than thirty integration partners. If you’d like to learn more about LawPay and how it can help you get paid securely and with flair, contact them at lawpay.com to learn more or schedule a demo.

Want to learn more about LawPay? Check out our other product spotlight on LawPay’s Card Vault feature, or our full review, where you can see a full features list, other demo videos, and community comments. Remember that Lawyerist readers get an affinity benefit through the review page.

Craft Better Firm Intake Through Automation with Law Ruler

Marketing your law firm is crucial to attracting new potential clients. Marketing, especially legal marketing, is one of the most important skills you’ll need to develop and run a successful practice. For new firms, it’s essential. Legal marketing helps showcase and develop your firm’s image. This helps you stand out in an oversaturated market and helps potential clients, or leads, find you. 

Legal marketing can cover a mix of digital marketing, SEO, blogging, networking, content marketing, and print and digital ads. Each of those has its own strategies and considerations, which can be overwhelming, especially if you’re just getting started. Deciding how to invest your time and money in marketing while also focusing on practicing law can be tricky. This is where marketing automation comes in handy. 

Law Firm Marketing Automation Saves You Time

Marketing automation uses software to automate manual, daily marketing work. Using marketing automation software lets you automate repetitive tasks like blog posting, ad campaigns, or sending out client communications. Marketing automation is key, especially when handling a high volume of intakes. Automation doesn’t just make these tasks faster and easier to do. It can also provide a more personalized experience for both your new and existing clients. Marketing automation, and how well you take advantage of it, can make or break your firm’s growth. 

As life and business move more and more into the digital space, clients expect a quick response after reaching out. More than 78% of customers buy from the first company that responds. Generating leads and keeping clients engaged throughout their journey with your firm should be top of mind. Most firms use marketing automation for automated email sequences, like sending an email after a client completes a website form. While this is a great use of automation, without further thought, this approach can lead to a disjointed or impersonal experience. 

Using Automation to Create a Personalized Experience

Thoughtfully integrated law firm marketing automation creates the foundation to develop fruitful, long-term relationships with your clients. This all starts when they reach out to you. Each prospective client is telling a different story depending on how they contact you. Are they filling out a form on your firm’s website? Sending you an email? Calling you? Texting you? Are they reaching out to you in English or in another language? Are they finding you through Google? How clients reach out is an important data point. And there’s nothing more disappointing for clients than reaching out with a problem and receiving a generic response from an 800 number or info email. 

Law Ruler helps you engage with your clients meaningfully, giving them the right information at the right time, no matter how they contact you.

Create Meaningful Client Engagement with Law Ruler

Send Personalized Emails and Texts Automatically

Law Ruler makes it easy to create and send customized automated messages to your clients. Its AI-enabled automation features allow you to preset messages based on your preferences and how clients contact you. You can send custom and personalized emails or texts to your clients based on predefined statuses and templates. For example, if a client reaches out to you in Vietnamese from a Google Ad, you can respond with a personalized message acknowledging the Google Ad in Vietnamese. And if you’re texting clients back, you’re texting back from your own number, and not a generic number, so clients can save your contact information right off the bat. 

Use Law Ruler’s Softphone to Increase Conversion with Calls

Law Ruler is the only legal CRM with a built-in softphone dialer. If you’re not familiar with what a softphone is, you might be familiar with VOIP, or Voice over Internet Protocol. VOIP allows law firms to make and receive calls through an internet connection instead of a telephone line. A softphone is an interface that allows you to make and receive phone calls over the internet via your computer or smartphone, among other features. 

Law Ruler’s softphone dialer can automatically prioritize leads and save you time by automating callbacks to new and existing clients. If the client doesn’t answer, no problem, you can leave a pre-recorded voicemail. With Law Ruler, you can pre-recorded voicemails to leave for clients to further your marketing efforts or automate follow-ups. You’ll also be able to track and record calls for more detailed analytics. 

Easy to Use System

Law Ruler is a powerful software to automate your marketing and your firm’s workflow. While the features it offers sound complicated to set up, it’s actually quite easy. Its intuitive and user friendly system makes Law Ruler easy to learn and get started in just a few minutes. Law Ruler also integrates with dozens of legal vendor tools to help you keep your digital toolbox lean and efficient. Law Ruler is also completely mobile friendly, making it a great option for attorneys who want to run a flexible and modern practice. 

Demo Video

Matthew at Law Ruler recently gave us a demo of how their marketing automation features can help give your firm a more personal touch and save you hours in your week. Watch the video below to see a walkthrough he provided our Legal Tech Advisor, Zack Glaser.

How to Get It

Law Ruler is a legal client relationship manager and intake platform built with your growth in mind. If your law firm wants to learn more about Law Ruler, contact them at lawruler.com and get a free personalized demo. You can also sign-up for a free trial: no credit card needed. Want to learn more about Law Ruler? Check out our previous Product Spotlight on them, or check out the full review, where you can see a features list, other demo videos, and community comments. Remember that Lawyerist readers get an affinity benefit through the review page.

LawPay Takes Care of PCI Compliance While You Take Care of Your Clients

LawPay is a payment processing platform built specifically for attorneys and law firms. They help to keep attorneys compliant with trust account obligations and Payment Card Industry (PCI) compliance obligations, while still offering expected conveniences to their clients. It’s this client-centered outlook that helps LawPay remain a leader in the industry year in and year out. 

Client-Centered

One of LawPay’s major client-centered features is the Card Vault, which we reviewed in a previous Product Spotlight article. This functionality allows attorneys to save their client’s payment information inside the system for quick and efficient use later. It stores credit card information in a safe and secure way while remaining PCI compliant (see below).

Request Card Info

As far as client convenience, however, it doesn’t get much better than the ability to request card information from your clients. Even prior to creating an invoice, or billing a tenth of an hour, firms can send a secure link to their clients and collect their credit card, ACH, or debit card information electronically. Not only is this more convenient for the firm, but it’s much easier for your client. And this kind of convenience has come to be expected in consumer-facing industries.

Once client information is collected, it can be used in subsequent transactions to make payments on a client’s account (with their appropriate permission, of course). This makes refilling a trust account a breeze.

Simple PCI Compliance with LawPay

PCI compliance can be a confusing issue for law firms, even at best. And, any attorney who accepts ePayments will have to establish this compliance on an annual basis. This is not very difficult to do if your payment processing is very basic. But, if you introduce client-centric features (like Card Vault) it becomes difficult quickly.

Yet, LawPay takes care of PCI compliance for you—even with these advanced features. Yes, you still have to establish your compliance, but you can do that essentially by showing you use LawPay.

Demo Video

Take a look at the video below to see the request card information feature in action. 

How to Get It

Want to learn more? Check out our full review of LawPay, including community comments, features, FAQs, and more demos.Ready to contact LawPay directly, request a free demo from them over at LawPay.com.

MyCase Drive Brings Native Document Management to Users

Working in a modern law firm requires organization. Sure, legal work has always required organization, but with work moving more and more into the digital space and with increased client expectations, organization looks different. Running a truly modern, and efficient, firm, requires moving more of your work online. This means having paperless options, providing flexibility for your colleagues and clients to contact and transmit information, and managing digital files. It’s a lot to keep track of. Staying organized can be as straightforward as having systems in place outlining how you use different software, but that only works when you have a few clients. As you scale, your work and how you do it gets more complex. Collaborating and sharing files with others becomes more complicated. This is where Law Practice Management Software (LPMS) can help. Specifically, this is where productive document management can help—something like MyCase Drive.

Staying Organized with Law Practice Management Software

At this point, every modern attorney is aware of law practice management software and how it can make life easier. LPMS can help you manage your cases from intake, to billing, and everything in between. Many even have client portals where clients can securely pay their bills, communicate with you, and  seamlessly integrate with software you already use. For the data analysts among you, most LPMS can also generate and run reports to give you greater analytic insight into how your firm is run and where you can make improvements. All of this helps free up more time in your day, gets you paid more quickly, and lets you focus on what you want to do. 

There are many LPMS options out there, and they’re not all created equal. What’s right for one practice may not be right for another. As you decide which is right for you, consider how you want to use an LPMS. What sort of issues is your firm regularly dealing with on a day-to-day basis? Do you want general help with staying organized? Or do you want aA better way to manage billing or client communication? Maybe you need aA little bit of everything?

Digital Document Management

One issue that will still come up—no matter which LPMS you use—is efficient digital document management. Different attorneys have different workstyles. Some prefer to work locally from their computer, never saving to the cloud until the final document is complete. Others may share a PDF through email, then forget to upload the document to the LPMS or save the file in the wrong folder. This doesn’t even take into consideration clients’ own workflows. In short, editing and managing your digital files can be a cumbersome process. Your software doesn’t always make that process easier.  

Most LPMS requires you to upload and download documents to collaborate on or share, and you still can’t be confident that the version you’re working on is the most recent. Current LPMS document management is often a burdensome practice that can eat up hours of your time. But the folks at MyCase have come up with a powerful solution for more effective digital document management with MyCase Drive. MyCase Drive turns digital document management, sharing, and collaboration into a fast and secure process that seamlessly blends into any workflow. 

Mycase sync icon

Integrated Document Management with MyCase Drive

MyCase Drive is a document management solution that provides desktop access to all your firm’s documents in one centralized cloud-based system. Your documents are securely stored in the cloud and easily accessible from your desktop. You’ll also be able to drag and drop your case documents and folders from your desktop interface so nothing gets misplaced. 

Even better, MyCase Drive automatically syncs document changes between your desktop and MyCase account. This means MyCase Drive removes the hassle of uploading or downloading files from different locations into storage. You’ll save hours and feel confident you’re always working from the latest draft. Plus, using MyCase Drive in tandem with MyCase’s client portal means you can easily share, save, and sync drafts with clients. 

Demo Video 

The folks at MyCase recently gave us a demo of MyCase Drive to showcase how it makes digital file management faster and easier. A demonstration is the best way to show this truly powerful tool’s usefulness. Take a look at the video below to see a walkthrough they provided our Legal Tech Advisor, Zack Glaser.

How to Get It

MyCase is a cloud-based legal management solution that helps attorneys manage communications with their clients and carry out daily business operations. It offers features like time tracking, accounting, case and client management, and digital file management, among many others.

If you’d like to learn more about MyCase and its features, especially MyCase Drive, which is part of the MyCase Advanced tier, checkout MyCase.com. From there, you’ll be able to schedule a custom demo or sign up for a free trial. No credit card needed.

Want to learn more about MyCase? Check out our full review of MyCase software, where you can see a features list, other demo videos, and community comments. Remember that Lawyerist readers get an affinity benefit through the review page.

CosmoLex Highlights Versatility with Robust Custom Fields

CosmoLex is an all-in-one law practice management software (LPMS) product in the ProfitSolv family (which includes other products like LawRuler, TimeSolv, Rocket Matter, and Tabs3). As an all-in-one, CosmoLex allows users to bring all their firm data into one environment. This de-siloing generally allows for better reporting and more efficient automation.

CosmoLex Custom Fields

CosmoLex’s efficiency can be best seen in their custom fields. These  not only allow firms to track an expanded amount of data, but also allows that data to be used in workflows, automations, and document creation.

Robust Usage

Most LPMS platforms allow users to create custom fields, but not all let firms take actions based on those customizations. Worse yet, some prohibit the use of these fields in document creation. CosmoLex uses these fields to drive its automation and its workflows. They also appear in reports run within the system.

Customize Intake

When using custom fields to gather information, there is no better place than a firm’s intake. CosmoLex allows firms to put these fields into new client forms and any other forms created through the system. This means more up-to-date data in your system.

Customize Automation

Most of the time, however, data that simply lives in your practice management system is of little value (no matter how up to date). It’s when a firm builds automations, workflows, and custom documents with this data that it becomes valuable. With CosmoLex, a firm can not only input these fields into documents, but can also use the fields to trigger custom automations.

Custom Fields Walk-through

Take a look as CosmoLex’s Erica Birster walks our Legal Tech Advisor, Zack Glaser through some advantages of Cosmolex’s custom fields.

How to Get It

Ready to learn more? Visit our full review of CosmoLex. There you can compare features, read community comments, and read frequently asked questions.