We’ve revamped the Lawmatics user interface to enhance usability and make navigating the platform more intuitive than ever. The most notable change is the shift from top navigation to a sleek side navigation bar, designed to provide quicker access to the pages and tools you use the most. Here's an overview of what’s changed and where you can find everything:
Key Navigation Changes
Matters and Pipeline Pages
The Matters page and the Pipeline page are now in the main side navigation. These are some of the most frequently used pages, and moving them ensures quicker and easier access.
New Automations Tab
A new Automations tab has been added to the side navigation. Here, you’ll find:
Workflows: Manage the custom workflow automations you’ve built out.
Reminders: Centralized onto their own dedicated page, reminders for appointments, events, forms, documents, and invoices are now easier to access and manage.
Updated Marketing Tab
The Marketing tab now consolidates everything you need to create and manage your marketing campaigns. Inside, you’ll find:
Email Templates: Access HTML and plain text email tools that you can use for campaigns or workflows.
Email Sends: Manage existing emails and see email statistics.
Audiences: Create and manage your audiences.
Campaign Management: Build and track campaigns.
Event Management: Access the event management page.
New People Tab
Below the Marketing tab, you’ll see the new People tab. This section includes:
Contacts: Manage your individual contacts.
Companies: Handle your company records.
Conflict Checking: Perform and manage conflict checks.
Updated Docs & Forms Tab
The new Docs & Forms tab is an evolution of the current “Assets” page. This update introduces sub-navigation for:
Document Templates: Manage your document templates.
E-Signature Sends: Track and manage your e-signature requests.
Custom Forms: Create and manage custom forms.
Booking Forms: Handle booking form templates and submissions.
File Request Templates: Manage templates for file requests.
File Request Sends: Track and manage sent file requests.
Firm Files: Access and manage files specific to your firm.
Reports Navigation
The Reports tab remains unchanged and includes:
Analytics
Custom Reports
ROI Tracker
Time & Billing Navigation
The Time & Billing section also stays the same and includes:
Time Entries
Expenses
Invoices
Trust Account
A/R Report
Hours Billed
Payment Activity
Calendar and Tasks Pages as Top-Level Navigation
The Calendar and Tasks pages are no longer sub-navigation items. They are now top-level navigation items for more direct access.
Additional Updates
Message Center
The Message Center has moved to the upper-right corner of the screen.
Improved Search Bar
The Search Bar is now more accessible, allowing you to find what you need with ease.
Why These Changes?
Our goal is to make Lawmatics more user-friendly by organizing tools and pages in a way that aligns with how you work. These updates are based on customer feedback and a thorough analysis of platform usage.
We’re excited for you to explore the new navigation! If you have any questions or need assistance, feel free to reach out to our support team.