Toggle Navigation
Home
Settings & Getting Started
CRM
Assets
Marketing & Automation
Insights & Reporting
Time & Billing
Integrations
Deep Dive Webinar Series
Common questions and support documentation
Search
No results found
Settings & Getting Started
Importing Matters and Contacts - Overview
Calendar Settings - Sync your Calendar to Lawmatics
Mail Sync - Connect a GMail Account
General Settings Overview
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
Browse all articles
CRM
Contacts vs. Matters
Pipeline Overview
Creating Contact or Matter Tags
Client Portal Overview
Booking Links
Booking Appointments
Creating Matters
Matter Statuses
Practice Areas
Custom Task Statuses
Browse all articles
Assets
Conditional Logic in Microsoft Word Documents (DOCX)
Merging Fields in Microsoft Word Templates (DOCX)
Embedding a Custom Form on Your Website
Booking Forms
Sending and Submitting Forms
Plain Text Email Templates
Esignature in Microsoft Word Documents (DOCX)
Custom Form Type - Matter vs. Contact
Custom Documents - Start Fresh
HTML Email Templates - Using the Design Suite
Browse all articles
Marketing & Automation
Automation Actions
Automation Entry Conditions/Triggers
Appointment Based Automations (Appointment Reminders)
Drip Campaigns
Sending Automated Text Messages
Repeating Email Campaigns
Comprehensive Guide to Creating a Birthday Email Campaign
Two-Way Text Messaging
Audiences Overview
"Run Once" Email Campaigns (Newsletters)
Browse all articles
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
Browse all articles
Time & Billing
LMPay Registration
Time & Billing Settings
Trust Account
Invoices
Payment Gateway (LMPay)
Invoice Automation
Gravity Legal Integration
Time Tracking
Time & Billing Reporting
Payment Plans
Browse all articles
Integrations
Invoice Types (LawPay Integration)
Connect Calendly to Lawmatics via Zapier
Zoom Integration
Clio Integration
CallRail Integration
Smokeball Integration
Quickbooks Integration
WealthCounsel Integration
Lawmatics Open API
Lawmatics Zapier App Overview
Browse all articles
Deep Dive Webinar Series
Deep Dive: Law Firm Automation Best Practices in Lawmatics
Deep Dive: Grow Your Firm With Insightful Reporting & Analytics
Deep Dive: How to Automate Every Intake Scenario With a Single Form
Deep Dive: Lawmatics Top Feature Releases of 2022
Deep Dive: Boost Productivity with Task Automation
Deep Dive: Lawmatics Time & Billing - Now with LMPay
Deep Dive: Build Your Network with Referral Tracking Using Lawmatics