Lawzana Flow

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Getting Started with Lawzana Flow Search Lead Management Matter Management Documents & Files Client Portal

Watch Flow in 6 minutes

Three short videos follow one case, from the first inquiry to AI answers with sources.

Leads From inquiry to matter
What this video shows
  1. Website, contact page, Lawzana Directory: every inquiry lands here.
  2. Ploy is notified, from any of them.
  3. Two minutes later, the intake assistant replies with a secure link.
  4. At lunch, Lukas answers the real-estate questions.
  5. He uploads four documents. No account, no app.
  6. Then he tells Ploy he's ready to talk.
  7. Next morning, the lead has moved forward on its own.
  8. Flow checked him and the developer for conflicts.
  9. The AI read all four documents: a summary and key facts.
  10. Ask what to clarify on the call. Each point cites its page.
  11. After the call, Ploy logs it in one line.
  12. The letter starts from the firm's real-estate template, with the client, the matter and the fee filled in.
  13. When Lukas agrees, one click turns the lead into a matter.
  14. His details, documents and key facts are already inside.
Matters Deadlines, client portal, time and invoice
What this video shows
  1. Every matter sits on one board, from intake to signing.
  2. Ploy drags Lukas's purchase to Review.
  3. She adds the signing date once, with a reminder 3 days before.
  4. It joins every other deadline on the firm calendar.
  5. She shares the matter with Lukas in a secure portal.
  6. He sends the revised SPA there, not by email.
  7. Next morning, Home shows what changed and what's due.
  8. Time goes on the matter in a few seconds.
  9. The flat fee becomes an invoice, finalized and emailed to Lukas from the matter.
AI tools Playbook review, Fact Grid and cited answers
What this video shows
  1. Ploy runs the purchase-agreement playbook on the draft SPA.
  2. Six checks in one pass, each with a status.
  3. Each finding quotes the clause, names the risk and suggests wording.
  4. Read each quote against the page yourself.
  5. Playbooks come ready-made by practice area. Every rule is editable.
  6. The Fact Grid lines up dates, parties and amounts from all four documents.
  7. The price change stands out.
  8. Ask the whole matter a question in plain words.
  9. The answer draws on three documents and cites each page.
  10. Then have it draft the update email to Lukas.

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