Lawmatics Provides MyCase Integration (2022)

Lawmatics is a shopper relationship supervisor (CRM) particularly constructed for regulation corporations. Most legal professionals comprehend it for its easy-to-use automation instruments and its potential to trace advertising efforts on prime of shopper consumption. Within the present market, nevertheless, it is usually gaining curiosity for its potential to stay unbiased. 

Whereas many CRMs have turn into entwined with particular Regulation Follow Administration Software program, Lawmatics is specializing in broadening its attain. Just lately, they’ve launched integrations with Clio, Filevine, PracticePanther, Rocket Matter, and Smokeball. These integrations, as customers are discovering out, will not be simply in-name-only. And now, they’re including MyCase to their rising listing.

Sarah Bottorff, SVP of Development at Lawmatics, says they’re constructing these integrations as a result of they’re, “seeking to meet the wants of their clients.” Including that they, “love being agnostic,” to which LPMS their customers favor. This enables Lawmatics customers to find out which LPMS works finest for his or her follow moderately than being pigeonholed right into a less-than-ideal platform.

This concentrate on the client might be seen within the Fb teams which have popped up round particular integrations. The Lawmatics workforce is usually engaged in discussions with their clients in boards just like the unofficial Smokeball + Lawmatics group. Lawmatics CEO Matt Spiegel even held a dwell Q&A just lately within the Lawmatics Member Group.

Lawmatics Options

From a person perspective, it’s simple to see why legal professionals would need Lawmatics to stay as LPMS agnostic as doable. It has very dependable options that one would anticipate from a CRM. It additionally presents some hard-to-find options that put it forward of most of its rivals.

From a regular CRM perspective, Lawmatics units itself aside with its challenge administration, doc creation, and eSignature options. It has a kanban board that’s simply automated with a mess of triggers and actions. And it permits customers to simply monitor what lifecycle stage a specific matter is in at a look. Moreover, it has a no-code doc automation resolution constructed straight into the system. That means, customers can shortly make the most of the built-in eSignature performance to shortly ship and obtain engagement letters.

Lawmatics, nevertheless, isn’t just a regular CRM resolution. They’re listening to their clients and constantly including options that assist foster an ideal relationship between legal professionals and shoppers. They acknowledged some work and billing is completed previous to partaking a lead as a shopper. So, they just lately added a billing and ePayment function to their system. Equally, doc sharing and correspondence usually occur previous to shifting a case totally into the agency’s matter administration system. So a shopper portal was woven into the platform earlier this yr.

As an alternative of wandering into matter administration, Lawmatics is sticking to what they do finest: buyer relationship administration. They acknowledge Attorneys handle their circumstances in extraordinarily numerous methods. So, they proceed to launch integrations with among the extra common LPMS platforms available on the market.

Lawmatics Integration with MyCase

For individuals who know the historical past of Lawmatics, a MyCase integration has been a very long time coming. The CEO of Lawmatics, additionally began (and bought) MyCase. One would assume that their platforms would work and play effectively collectively. However neither firm throws itself into integrations with out loads of forethought.

Nonetheless, this integration is smart.  MyCase, at its core, is a Regulation Follow Administration System. And Lawmatics, even with its time and billing capabilities, is concentrated on managing shopper relationships. Customers are more and more asking for these parts of their practices to mesh. And Lawmatics, for its half, desires to offer its customers as a lot alternative as doable.

Moreover, and importantly, their ultimate shoppers overlap significantly. If we return to Lawmatics’ concentrate on its shoppers, customers have probably been asking for this integration particularly. And these customers didn’t need only a one-way integration that restricted what was shared. No, they wished depth.

Just lately, Zack Glaser, Authorized Tech Advisor, sat down with Matt Spiegel, the CEO of Lawmatics to debate simply how deep this integration goes. He says that, amongst different issues, they are going to even have the ability to share customized fields from every platform. Check out the video beneath to be taught extra.

Interview with Lawmatics

Find out how to Get It

Should you’d prefer to be taught extra in regards to the Lawmatics + MyCase integration, head to The place, in the event you’re already a Lawmatics + MyCase person they will help you activate the combination. Should you’re not already a Lawmatics person, you’ll be able to learn extra and even get a demo of the platform.

Final up to date November eleventh, 2022