Running a law firm is no small feat. With the growing demands on legal professionals, keeping everything running smoothly can feel like a juggling act. That’s where the new integration between Lawmatics and Legalboards comes in. It’s designed to make your life much easier and your firm more efficient.
Running a law firm is no small feat. Between managing client relationships, keeping up with case files, and ensuring that deadlines are met, it’s easy to feel like you’re constantly juggling a dozen tasks at once. If you’re like most legal professionals, you’ve probably wished for a way to streamline all those moving parts and free up more time to focus on practicing law. That’s where the new integration between Lawmatics and Legalboards comes in.
This powerful combination is designed to take the stress out of your day-to-day operations, helping you run your firm more smoothly and efficiently, so you can provide even better service to your clients. Whether you’re a solo practitioner or part of a larger team, this integration is here to make your life easier and your firm more productive.
Why Integrate Lawmatics with Legalboards?
1. Simplify Your Client Management
Managing a client’s journey from the first hello to the final handshake can be complicated. With the Lawmatics and Legalboards integration, a lot of that heavy lifting gets automated. The client info you gather in Lawmatics during intake flows straight into Legalboards, ensuring all tasks, deadlines, and communications are right where you need them. This means fewer chances for things to slip through the cracks and more time for what matters most—taking care of your clients.
2. Make Workflows Work for You
Legal workflows can get pretty complicated, with a million moving pieces to keep track of. Legalboards helps by giving you a clear, visual overview of everything, making case management much easier. When you integrate with Lawmatics, tasks and boards update automatically based on real-time client data. It’s like having a personal assistant keeping track of all the details, so you and your team can focus on getting things done without missing a beat.
3. Get Smart with Your Data
Beyond just making things run smoother, the Lawmatics and Legalboards integration helps you make smarter decisions with your data. By combining the detailed client info from Lawmatics with the operational insights from Legalboards, you can easily spot bottlenecks, streamline processes, and make sure your resources are working where they’re needed most. It’s all about using data to work smarter, not harder, so you can deliver better results for your clients.
How to Get Started with the Lawmatics Integration
Setting up the integration between Lawmatics and Legalboards is a breeze, and you’ll start seeing the benefits in no time. To make it even easier, we’ve put together a video guide that walks you through the whole process, step by step. Whether you’re tech-savvy or not, this video will show you how to get everything up and running.
Integrating Your Accounts
As shown in the video, you can integrate your accounts by clicking on the “Extensions” icon on the menu to the side of the screen. Then, find the Lawmatics tile and click on the “See Details” button.
From there, you’ll click on the “Install Now” button to initiate the integration process. For this, you’ll need to grant access to Legalboards from your Lawmatics account. This allows us to have access to your data within Lawmatics. From there, you’ll be able to access data between the platforms with automatically synced information.
You can make the most of this integration by automating parts of your workflow. To learn more about automations and what could be useful to you, check out our other resources.
Conclusion
The integration between Lawmatics and Legalboards isn’t just a cool tech upgrade; it’s a powerful tool that can transform how your law firm operates. By automating client management, streamlining workflows, and leveraging data-driven insights, you’ll have more time to focus on what really counts—delivering top-notch legal services to your clients. Don’t let outdated processes slow you down. Embrace this integration and take your firm’s efficiency to the next level.
Ready to get started? Contact us today and find out how the Lawmatics and Legalboards integration can work for you.
