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Lawmatics Workarounds

LaurenAcquaviva
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I am interested in hearing from other Lawmatics users about how you handle the fact that Company matters cannot convert to SB. Has anyone come up with a good workaround? I currently switch the Company matter in LM to an individual matter, convert to SB, then change it back to a Company matter in LM and change the client in SB. The amount of manual work really detracts from the benefits of automation.

I am also interested to hear if anyone sends invoices from LM. I like how the invoice can automatically get sent based on a trigger, but then I have to manually enter the payment in Smokeball. Even worse, when it is a flat fee, I have to create the invoice in SB then pay it. 

Here’s to hoping the SB/LM integration improves soon!

Lauren
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Sara Sultan
Smokeball Team
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Hi Lauren,

I am guessing you have already entered your feature suggestions for improvements with us, but if you have not, please do so here.  

Let’s hope the Community has some ideas for you!

Sara Sultan (she/her)
Ben
  • Ben
  • Frequent Scribe
  • October 21, 2022

I also got this response from Dakota at Lawmatics (Quotes below) :
 

I touched base with our dev team, it sounds like our team is actually planning to start work on an update for our integration - I just don't have any sort of timeline or any other information as of now.


Sara's response is on par with what I was originally thinking, and Lauren is already doing the exact workaround I would recommend! I'll pass this on to others on my team, as well.

 

You can reach them via support@lawmatics.com and I think they’ll circle back when they know a bit more :) 

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