All automation filters have been moved into quick-select dropdowns at the top of the page, making it easier to filter your automations by target type, automation type, and tags. This streamlined interface helps you quickly narrow down and manage your automations more efficiently.

You can now filter the Message Center by matter user, allowing you to quickly view messages related to matters assigned to specific team members. This is especially helpful for users who want to focus on conversations relevant to their own caseload or monitor activity for particular team members.

Automation folders are now available, allowing you to create custom folders to better organize your automations. This makes it easier to manage your workflows and quickly locate the automations you need.

Lawmatics provides a "Password Protection" feature to help you securely share sensitive forms directly with your clients. When enabled, your clients must enter a password to access and complete the form, adding an extra layer of security to protect confidential information. To learn more click here.

NOTE: This is available for firms on the premium tier.

You can filter your message center by matter status, including all built-in and custom matter statuses as well as sub-statuses. When a status is selected, only messages tied to matters with that specific status or sub-status will appear, making it easier to prioritize communication based on where each matter stands in your workflow.

We've expanded our round robin capabilities to help you distribute matters more evenly across your team. Previously available only on booking forms, round robin is now available within your automations, allowing you to automatically assign users to leads and matters, ensuring balanced assignment across your firm.