When it comes to streamlining your law firm, especially as a solo or small firm, automations are one of the best tools at your disposal. However, while many Legal Practice Management Softwares (LPMS) boast the their abilities to automate mundane or repeatable tasks, many seem to use the term “automate” a little too loosely and offer very limited on the automation spectrum.
With the above said, there are two LPMSs out there that seem to truly understand what it means to automate a law firm’s processes; Lawmatics and Lawcus. They also offer within their automation capabilities, something called Logic Conditioning. If you also want a deeper understanding of the difference between these two softwares, check out my other blog HERE.
What is Logic Conditioning?
Logic Conditioning, to simply define it, is the ability for certain automations to produce different outcomes, based on different conditions set within the automation itself.
How do you use Logic Conditioning?
As stated above, you can use Logic Conditioning to produce a varying number of results based off varying conditions. How they usually work is that after you set up how you want to trigger your automation, you can decide the action that you want to occur based off of certain data that is inputted by you or your client.
For example:
Lets say that in your Lead Pipeline, you want to differentiate what types of emails or tasks are generated by the type of service your leads are inquiring about. In your LPMS, there is usually a field that allows you to identify the service the client is falling under, such as Probate or Estate Planning.
If you want an automation to trigger based off a consultation being booked, you can use the logic conditioning to differentiate within the automation what email or tasks are being sent out / produced based on whether this person is booking a consultation for their Probate matter or an Estate Planning matter.
Some of the benefits of Logic Conditioning:
- Personalize automated emails going out to client to account for service type or other conditions with leads or matters.
- Logic Conditioning allows you to consolidate your automations, so that rather having a different automation created for each condition, you can set all the conditions up under one automation.
- You can improve your task workflows through logic conditioning by being able to produce different tasks based on different conditions. For example, if you want different tasks for produced for someone needing an Estate Plan as an Individual vs a Joint.
In conclusion, if you are looking to truly take your automations to the next level, Logic Conditioning can offer you endless possibilities. Just be sure to do your research to understand how the logic conditioning works and test them out thoroughly before putting them into action with your leads or clients.