Tag Archive: Tips
Tip: Search For Matters By Contact Name
Even the most competent attorney can forget a client name every once in a while. It’s a heck of a lot easier to remember a client’s name than it is to remember a client’s case number or matter number. You’re a lawyer, not a computer. Searching for matters by contact name renders the matter number [...]
Conflict Checking For Lawyers
Conflict checks can be simplified with proper contact management. Managing contacts for a law firm is not just about keeping up to date addresses, emails and phone numbers for clients. The successful lawyer needs to manage as much information about the client as possible including the matters in which a contact has had a role. [...]
File And Case Numbering Systems For Your Law Office
Most law firms use an inefficient file and case numbering system. File and case numbering systems vary from office to office and usually have the year the file was opened as a sensible starting point. Law offices tend to use the year as a starting point because it is an easy, logical starting point, but [...]
How To Change The Default Email Client For Your Browser
GoMatters provides clickable contact email addresses that will open your default mail application with a blank email form. Users using Gmail or some other web based email should set their browsers to open the email address links in Gmail instead of their desktop email client. Firefox To set Firefox to open email address links in [...]
Text Message New Tasks To Users
GoMatters has added SMS capability for sending tasks via text message to users. To use the new service, login and update your user information by clicking on the “Users” link in the main app sidebar. Add text messaging numbers for users in their “SMS” cell (double click cells to open). Make sure text messaging numbers [...]
Email Event Notices to Matter Contacts
Have you ever wanted to shoot a quick email to a client or opposing counsel telling them about an upcoming court date? Would your clients like an automatic email notice of an upcoming event in their case? We’ve added automatic event notice emails to GoMatters so you can email an event notice to any matter [...]
User Notes – Fast Access to Client Info
We recently received this email from one of users: I just wanted to drop you a quick note because I was so happy with myself! Well, okay, myself and GoMatters. I needed to contact a client quickly to tell them that a court date was still on for tomorrow and that they needed to attend [...]
Return Phone Call Time Block Tip
Nothing wastes time like a wasted phone call. Especially when that phone call lands you in a voice mailbox and the game of attorney-client phone tag is on. Best practice for lawyers has always dictated that a missed call from a client be returned the same day. If not the same day, certainly within 24 [...]