Deep Dive Recap: Using Collections: The Smarter Way to Collect Client Data

This Deep Dive webinar recap explores how law firms can build trustworthy intake and sales dashboards using Lawmatics’ data collection features. Presenters Devon Butler and Clare Struzzi demonstrate configuring custom reports, visualizing lost matters by substatus, creating pie charts from picklist columns, comparing lead sources against conversion rates, tracking consultation funnels, and designing role-specific matter views. The session targets law firm owners, intake managers, and operations staff seeking data-driven pipeline decisions.