Tagging Improvements

February 2021 Feature Release: Tagging Improvements and New Download All Button

Matt Spiegel Written by Matt Spiegel
2 minute read

Welcome to the February 2021 Feature Release! As always, our team has been hard at work improving many aspects of the Lawmatics platform to help you win more business, impress your clients, and increase efficiency at your firm.

This month, we’re excited to share some of the latest and greatest enhancements to the platform that will help you grow your law firm including some improvements to our tagging functionality and a new Download All button.

Keep reading to learn how you can start taking advantage of these features!

Tagging Improvements: Speed Up Your Efficiency When You Search by Tags and Add Tags to Companies

We’re thrilled to see that tagging has become a fast favorite since we launched it a few weeks ago. We’ve added some additional functionality to this feature to make it even more helpful.

Search by Tags

Using the global search bar in the Lawmatics platform, you can search by tags. Just click the search icon at the top of the screen (or use the Shift + Space shortcut), start typing your tag, and all objects with that tag will show up in the search results.

Tagging Improvements

Tags on Companies

You can now add tags to companies just like how you tag matters and contacts. You also have the ability to filter by tags on the companies table.

New: Save Time Gathering Documents and Files with Our Download All Button

With a single click, you can now download all documents and files from a matter or contact. Simply navigate to the files tab on the matter or contact and click the “Download All” button below the list of files.

Tagging Improvements

Bonus: Tips From the Lawmaticians

Our team of experts is sharing their shortcuts and tips to help you get the most out of your experience with the Lawmatics platform!

“I love Tags. Love them. So much better than post-it notes as an attorney recently told me. ;) They are hooked into every part of the system which makes them a great organizational tool. My recommendation, use them.” - Bobby Orozco, Account Executive

“If you can invest a little extra time in getting your email templates, drip campaigns, and automation set up, it will end up not only saving you mountains of time down the road but also result in more business and happier clients..” - Anna Gasperlin, Client Success Specialist

“Because we are fanatical about finding ways to speed up our users' workflows, we have keyboard shortcuts to accomplish common actions in Lawmatics from anywhere in the app. All you have to do is hover over the “?” icon in the top bar to get more details.” - Roey Chasman, Co-Founder & CTO

Got any tips and tricks of your own? We’d love to hear about them! Contact the team at mail@lawmatics.com. Looking forward to hearing from you!

Check in next month for more updates and improvements from the Lawmatics team! Not using Lawmatics yet? There’s never been a better time to start. Book a personalized demo to learn how we can help you grow your law firm!

Matt Spiegel
Matt Spiegel

Matt is Co-Founder and CEO of Lawmatics, the #1 attorney-client relationship management platform that provides law firms with client intake, CRM, and marketing automation. With Lawmatics, law firms win more business, impress clients, and are more efficient. Prior to Lawmatics, Matt was Co-Founder and CEO of MyCase.