Matter File Uploads and Improved Email Templates

We are pleased to announce two new features that have recently been added to Lexicata: Matter File Uploads & Improved Email Templates

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Matter File Uploads

You can now upload files and associate them with your matters. Just go to a matter page and click on the "OTHER FILES" tab to attach documents, photos, or other files.

Any file attachments submitted by a client along with an intake form will also be displayed in this same area.

All of these files will automatically sync to Clio when a matter is exported.

Improved Email Templates

You can now create multiple versions of your email templates for sending out forms and documents, or scheduling appointments.

You can even assign them to specific forms or documents so that each time you prepare that form or document for a client, it will use the corresponding email template automatically. 

You can also add file attachments to individual emails as you send them out, rather than only being able to attach files to the templates themselves.

Here's how it works:

1) Go to Settings > Email - here you will see a list of all the email templates in your account, categorized by the type of action they are used for (Form, Document, Appointment, or "Other" which means there is no associated action, just a regular old email)

2) Click "New Template" next to the type of email you'd like to create (e.g. click the link next to "Form Email Templates" to create an email template that can be used for sending a form)

3) Input the title of the email, select which form/document you'd like it to be assigned to (this is optional), and input the subject line and body content of the email below

4) Next time you send out a form or document, or schedule an appointment, you will see a dropdown menu which enables you to swap out the email template being used (if you assigned an email template to the particular form or document you are sending, this step won't be necessary)

As always, please don't hesitate to contact us with any questions or feedback about these updates.