Lawmatics

Update Lawmatics with meeting notes, tasks, and client activity.

Connect Lawmatics to keep your legal CRM current without manual data entry. Quin can log meeting notes against the right contact or matter, create tasks and reminders, and keep client and case records up to date automatically.

What you can do:

  • Have Quin log meeting notes directly to a contact, matter, or company record
  • Create and update matters as cases and prospects move forward
  • Get tasks added to Lawmatics automatically based on commitments made in a meeting
  • Ask Quin to find a contact, matter, or company without opening Lawmatics
  • Keep files organized by matter or contact, so documents are easy to find later
  • Tag contacts, matters, and tasks to keep your CRM organized the way your firm works
  • Schedule and track events tied to a specific matter or client relationship