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Settings & Getting Started
Importing Matters and Contacts - Overview
Calendar Settings - Sync your Calendar to Lawmatics
General Settings Overview
Mail Sync - Connect a GMail Account
Email Domain Validation
User Settings Overview
Mail Sync Settings - Logging Emails in Lawmatics & Send From My Outbox
Custom Fields Overview
Mail Sync - Connect a Yahoo Account
Custom Appointment Type Availability
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CRM
Contacts vs. Matters
Pipeline Overview
Creating Contact or Matter Tags
Client Portal Overview
Booking Links
Booking Appointments
Creating Matters
Practice Areas
Matter Statuses
Conflict Checking
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Marketing & Automation
Automation Actions
Automation Entry Conditions/Triggers
Appointment Based Automations (Appointment Reminders)
Drip Campaigns
Repeating Email Campaigns
Comprehensive Guide to Creating a Birthday Email Campaign
Sending Automated Text Messages
Two-Way Text Messaging
Audiences Overview
"Run Once" Email Campaigns (Newsletters)
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Assets
Conditional Logic in Microsoft Word Documents (DOCX)
Merging Fields in Microsoft Word Templates (DOCX)
Embedding a Custom Form on Your Website
Sending and Submitting Forms
Plain Text Email Templates
Esignature in Microsoft Word Documents (DOCX)
Booking Forms
Custom Form Type - Matter vs. Contact
Custom Documents - Start Fresh
HTML Email Templates - Using the Design Suite
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Insights & Reporting
Tracking ROI
Estimated Value vs. Actual Value
Marketing Sources and Campaigns
Sample Marketing Source Custom Report
UTM Source Codes
Tracking Referrals
Custom Reporting - Using Filters
Analytics Page Summary
Custom Reporting - Columns & Grouping
Logging Marketing Spend
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Time & Billing
Time & Billing Settings
Invoices
Trust Account
Payment Gateway (LMPay)
LMPay Registration
Gravity Legal Integration
Invoice Automation
Time Tracking
Time & Billing Reporting
Payment Plans
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Integrations
Invoice Types (LawPay Integration)
Connect Calendly to Lawmatics via Zapier
Zoom Integration
Clio Integration
CallRail Integration
Quickbooks Integration
WealthCounsel Integration
Lawmatics Open API
Lawmatics Zapier App Overview
Smokeball Integration
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