Many LawMaster clients have welcomed new team members over the past few months, making it a great time to recap some of our best time-saving tips and tricks that really speed up efficiency.
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Favourites
Favourites is a handy, time-saving shortcut that lets you configure the exact order that matters, programs and websites open every time you log on. Easy to set up and save, Favourites gives you control over how you access and view your most regularly used links.
For example, you can choose to view your enquiries before your matters, or jump straight into a specific Cabinet or a saved search criteria upon launch. You can also set your frequently viewed websites to open when logging in, saving you time and effort.
It’s easy to change the order in which your Favourites open when you log into LawMaster. Just highlight a Favourite and then use the Ctrl Up or Crtl Down to re-order.
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Customised Grid Layouts
Customise the layout of your grid to hide or show columns, set the sort order, or group by a specific column. Keep the default save name and location, so your customised grid is loaded automatically each time you access the window. Customising your grids gives you more flexibility as it only displays your relevant data in the way that works best for you. These types of usability features help onboard new staff faster and improve their user experience.
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Connect to Entity from Matter Contacts
To access a client record quickly from your list of matter contacts, use the shortcut> right-click> connect to entity buttons to open the entity record.
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Bulk Open Matters
If you start your day with a review of all your open matters, you can do this quickly and easily through the Favourites tab or Recent Matters tab. Just click on Matter Search > Search By (choose how you want to search, for example, by Lawyer), then select the matters you want (Ctrl and click), right-click on one row selected and press Open.
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View General Matter information at a glance
The Matter Summary slide-out provides a financial summary of the matter at a glance. This is another fast and simple way to review the progress of each matter with the option to add custom attribute fields.