You may be unsure how to use Lawmatics custom fields if you are using it to automate document processes in your practice. Here are some common questions: What is the best way to name a signer? How do I create a PNC What about custom reporting? This article can help. You will hopefully find the answers that you seek. Just keep in mind that this article is not meant to replace a lawyer’s manual.
Custom fields in Lawmatics
You can add custom fields to your Lawmatics matters in addition to the standard fields. These fields can include your first and last name, email address and phone number, as well as the practice area and matter title. To start, browse through the standard fields in Lawmatics and use them as you need. To add more custom fields, drag and drop them onto the dotted lines. Then, you can change the headings of the columns that contain your data.
Lawmatics allows users to create custom fields to track client information. A law firm might need to track the date of an event, previous arrests, bank account information, and whether clients have property. Law firms can use custom fields to track important data and export it for future reference. However, you shouldn’t add standard fields unless they are absolutely necessary.
The client’s most important information is located at the top of each client’s page. You can use Lawmatics custom fields to leverage this information to auto-populate documents and accommodate conditional text. This is essential for law firms with multiple locations. Lawmatics allows you to automate all aspects of client onboarding and file requests. It will help you reach your business goals by helping you keep track of everything.
Custom fields allow you to tailor your forms. You can modify elements, layouts, data sources, and other aspects of your forms. You can even embed forms within drip email marketing campaigns. Not only do you get more conversions, but you can also save time by automating routine tasks. Custom fields in Lawmatics also help you manage data overload. These custom fields are easy to use, and your clients will thank you. So go ahead and schedule a demo! You’ll have more options and features by the time you finish reading this!
You can create custom groups to organize and organize your data. By choosing a location, and adding the fields that you require, you can create new groups to hold your custom fields. You should give them a name, such as the type of case. Once you’ve created a group, you can easily move the fields to the desired location. You can also rearrange the fields using drag-and-drop.
Name a signer role for Lawmatics
To identify the signer role in Lawmatic, name the person responsible for signing the document. In Lawmatics, you can name the field by using one of the following fields: sigfield, sigfirm, or text. In the field name, use the appropriate role and inputs for the signer. You can also add a label to the signature field. This feature allows you to personalize a document with custom fields.
Before adding signature fields for your clients, you can assign them to various signer roles, such as firm member, regular signer, or firm user. One example of a firm signer is the Managing Attorney. Label the signer role, and the signature block will appear wherever the cursor is. You can also label the sender, Managing Attorney, or firm user. The fields will be merged in the appropriate manner.
When naming a signer role in Lawmatics, you will need to define the type of document they are signing. You can sign a form if you are signing a contract on behalf of a client. You can also use e-signature software to create your own forms. You can also name the signer and indicate the type of signature if you wish to use the software yourself.
In Lawmatics, create a PNC
To create a PNC, the first step is to verify the client’s profile on MyCase or Lawmatics. A PNC will need to fill out a few basic fields before a matter can be created. Once the client’s information is confirmed, the Intake specialist can transfer the call to the appropriate LM or DZ. This will create a matter in Lawmatics, and begin the intake process.
Once a client has been hired, he or she will be assigned to a pipeline. From here, the user can change the pipeline based on the type of case. Then, they can move hired clients to a pipeline and move PNCs from one pipeline to the next. The next step is to automate this process. The client’s profile is available from the pipeline. The law firm can modify the pipeline to meet the client’s needs or preferences.
A client will be assigned to a PNC by PracticePanther. Moreover, the form can be used to enter information about the PNC. This way, the user can easily convert PNCs into clients. Once the PNC information is entered into PracticePanther, a matter and contact will automatically be created. Clicking on the matter title or contact will take you to the topic of your interest.
Lawmatics also offers online signature technology. This technology eliminates DocuSign. Signing engagement letters, client agreements, and other documents using Lawmatics is easy. The number of contacts will determine the pricing. The pricing information can be found on their website. Onboarding helps users set up their Lawmatics account and provide them with training. The company also charges a one time on-boarding fee.
After creating a matter, it will automatically be assigned to PNC status. However, users can also apply custom sub-statuses to it. Then, they must click Save at the bottom. After saving, they will be able to select the status that is best for their matter. After creating a PNC, the matter will automatically be converted. This will create a matter in Lawmatics. Lawmatics will also check for duplicate contacts.
Lawmatics custom reporting
If you are in need of accurate and timely data to help you manage your law firm, Lawmatics is the answer. It offers powerful reporting features to help you track your revenue, referral sources, and staff productivity. With the right custom reporting tools, you can improve your law firm’s profitability and efficiency. Custom reports allow you to choose the data you want to track, and the platform’s API build is both flexible and consistent.
When you need to filter matters by date, use the Filter option. To filter matters by date, the Filter field can be used. You can also filter the results using a date field if you need to track marketing source. Then, export the data to excel for further analysis. You can also set a date range such as a past day.
The Lawmatics intake tool streamlines the process. Your team will no longer have to wait at the intake desk for clients. You can reduce human error and save up 130 pounds per year. Lawmatics allows you to analyze client data and customize your reports to meet your needs. Your clients’ needs will be met, and your practice will thrive. You won’t run out of work ever again!
When you use custom reporting in Lawmatics, you can create a table or spreadsheet with a variety of columns. It is important to determine which columns you want to include. Click on the Insights tab to access this feature. From there, select the Create New Report button. Enter the name of the client and click “Create New Report” once you’re ready to start your custom report.
You can create custom fields for each contact, in addition to the matter data. These fields can include the practice area, marketing source, and matter owner. If you need to keep track of multiple contacts, you can add custom fields to each contact. For instance, you can keep track of the number of clients who have hired you in a specific matter. This will help you save time and effort. You can also view reports on the number of cases you handled and closed.