We've improved our round-robin scheduling feature to ensure appointments are distributed more evenly among your users, by selecting the user with the fewest scheduled appointments of that type. To learn more about how round-robin scheduling works, you can find our help article here.

We've added a new field to the "Change Attributes" automation action: "Default to non-billable time entries." This feature allows you to automatically default a matter's time entries as non-billable when using the Change Attributes action item, saving you time and ensuring accuracy in your billing processes.

Lawmatics now offers the option for your clients to send MMS messages for an additional monthly cost. Any MMS received will be uploaded to the matter’s "Files" tab and appear in the SMS thread. To learn more, check out our MMS help article.

Lawmatics now imports UTM values from your Google Ad campaigns, giving you better insight into where your leads are coming from. These values help you track the effectiveness of your marketing efforts directly within Lawmatics.

If your firm has their Google AdWords integration connected to Lawmatics and a GClid (Google Click ID) is present, we’ll now track it as well. This allows for more precise attribution of leads back to specific Google Ads, helping you measure campaign performance more effectively.

Lawmatics has a fresh new look! We’ve replaced the top bar navigation with a streamlined side navigation bar, featuring updated tabs to make everything easier to find.

Lawmatics now integrates with CARET Legal. Connect your account to sync matters and allow for an easier transition from intake to case management. To learn more click here.

Firms using flat fees can now choose to hide the "Duration" column on invoice PDFs entirely.

You can now search your custom fields directly in the Custom Fields Settings table, making it easier to locate and edit the fields you need.

Users can now disable mail sync on a per-matter basis. Simply navigate to the matter details page, click the three dots in the top-left corner, and select "Disable Mail Sync." This option is also available in the "Change Attributes" action within automations.

This feature is perfect for users who want to stop syncing emails to a matter’s activity timeline, such as after the matter has been converted to "Hired."

You can now set a specific time for e-signature expirations, in addition to selecting a date. The expiration time is based on your firm's timezone, giving you greater control over document deadlines.

Time & Billing users can now specify allowed payment types for trust fund requests. Choose to accept payments via ACH, credit/debit card, or both, offering more flexibility for your clients.