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Settings & Getting Started
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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CRM
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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Assets
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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Marketing & Automation
Automation Actions
Automation Entry Conditions/Triggers
Sending Automated Text Messages
Appointment Based Automations
Drip Campaigns
Two-Way Text Messaging
Repeating Email Campaigns
"Run Once" Email Campaigns (Newsletters)
Audiences Overview
Comprehensive Guide to Creating a Birthday Email Campaign
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Insights & Reporting
Estimated Value vs. Actual Value
Tracking ROI
Marketing Sources and Campaigns
Custom Reporting - Using Filters
UTM Source Codes
Tracking Referrals
Sample Marketing Source Custom Report
Analytics Page Summary
Advanced Conditional Logic & Filtering
Custom Reporting - Columns & Grouping
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Time & Billing
LMPay Registration
Invoices
Time Tracking & Invoices Settings
Payment Gateway (LMPay)
Trust Account
Invoice Automation
Time Tracking
Time & Billing Custom Reports
Time & Billing Standard Reports
Gravity Legal Integration
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Integrations
LawPay Integration
Lawmatics Open API
Clio Integration
Lawmatics Zapier App Overview
CallRail Integration
Connect Calendly to Lawmatics via Zapier
Zoom Integration
Quickbooks Integration
WealthCounsel Integration
Google AdWords Integration
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Deep Dive Webinar Series
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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