Common questions and support documentation

• Importing Matters, Contacts, and Companies - Overview
• Calendar Settings - Sync your Calendar to Lawmatics
• Mail Sync Settings - Logging Emails in Lawmatics & Send From My Outbox
• Mail Sync - Connect a GMail Account
• Email Domain Validation
• General Settings Overview
• User Settings Overview
• Custom Fields Overview
• Custom Appointment Type Availability
• Exporting Data

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• Contacts vs. Matters
• Pipeline Overview
• Matter Statuses
• Creating Contact or Matter Tags
• Booking Appointments
• Client Portal Overview
• Booking Links
• Conflict Checking
• Creating Matters
• Appointment Types Overview - Including Automated Confirmation & Reminders

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• Conditional Logic in Microsoft Word Documents (DOCX)
• Create Objects from Custom Forms (Advanced Options)
• Form Settings - Redirect Link & reCaptcha
• Plain Text Email Templates
• Merging Fields in Microsoft Word Templates (DOCX)
• Embedding a Custom Form on Your Website
• Booking Forms
• Sending and Submitting Forms
• Custom Documents - Start Fresh
• Esignature in Microsoft Word Documents (DOCX)

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• Automation Actions
• Automation Entry Conditions/Triggers
• Sending Automated Text Messages
• Appointment Based Automations
• Drip Campaigns
• Two-Way Text Messaging
• "Run Once" Email Campaigns (Newsletters)
• Repeating Email Campaigns
• Audiences Overview
• Comprehensive Guide to Creating a Birthday Email Campaign

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• Estimated Value vs. Actual Value
• Tracking ROI
• Marketing Sources and Campaigns
• UTM Source Codes
• Custom Reporting - Using Filters
• Tracking Referrals
• Sample Marketing Source Custom Report
• Analytics Page Summary
• Advanced Conditional Logic & Filtering
• Custom Reporting - Columns & Grouping

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• Invoices
• LMPay Registration
• Time Tracking & Invoices Settings
• Payment Gateway (LMPay)
• Trust Account
• Invoice Automation
• Time Tracking
• Gravity Legal Integration
• Time & Billing Custom Reports
• Time & Billing Standard Reports

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• LawPay Integration
• Lawmatics Open API
• Clio Integration
• Lawmatics Zapier App Overview
• CallRail Integration
• Zoom Integration
• Connect Calendly to Lawmatics via Zapier
• Quickbooks Integration
• WealthCounsel Integration
• Google AdWords Integration

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• March 2023 Deep Dive: All About Appointments
• June 2023 Deep Dive: Bring People Together with Event Management
• September 2022 Deep Dive: Automation Best Practices in Lawmatics
• January 2023 Deep Dive: Lawmatics Time & Billing - Now with LMPay
• November 2022 Deep Dive: Grow Your Firm With Insightful Reporting & Analytics
• October 2022 Deep Dive: Build Your Network with Referral Tracking
• August 2022 Deep Dive: How to Automate Every Intake Scenario With a Single Form
• February 2023 Deep Dive: Boost Productivity with Task Automation
• May 2023 Deep Dive: Connect with Clients Using the Client Portal
• July 2023: Ditch Pen & Paper for Document and E-Signature Automation

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