Lawmatics

Appointment No Shows and Cancellations

Custom Task Statuses

Using the Client Portal (From Client's Perspective)

Using Contact or Matter Tags

Message Center

Email Assigning Inbox

Track Matters' Time in Pipeline Stages

Editing or Rescheduling Appointments

Adding Additional Pipelines

Task Tags

Pipeline Overview

Sharing Tasks Via Portal

Matter Auto-Numbering

Pipeline Statuses and "Show All Matters" Toggle Option

Companies

Company Matters

Task Comments and Mentions

Company Matter Forms

Matter Filtered Views

Sharing Forms and Documents Via Portal

Contacts vs. Matters

Matter Statuses

Booking Appointments

Creating Contact or Matter Tags

Client Portal Overview

Booking Links

Conflict Checking

Creating Matters

Appointment Types Overview - Including Automated Confirmation & Reminders

Matter Relationships

Creating Tasks for Users

Event Management

Practice Areas

Matter Profile Overview

Intake Pipeline

Inviting Contacts to the Client Portal

Merging Duplicate Matters or Contacts

Appointment Requests

Completing and Editing Tasks

Messaging Via Client Portal

Matter File Folders

SMS & MMS Pricing

Details about SMS character limits, encoding types, and best practices to optimize messages and reduce costs.

Understanding SMS Character Limits and Encoding

People & Matters

Find answers and get help from Intercom Support and Community Experts

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