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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
Custom Appointment Type Availability
Mail Sync - Connect a Yahoo Account
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CRM
Contacts vs. Matters
Pipeline Overview
Creating Contact or Matter Tags
Client Portal Overview
Booking Appointments
Booking Links
Creating Matters
Matter Statuses
Practice Areas
Custom Task Statuses
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Assets
Conditional Logic in Microsoft Word Documents (DOCX)
Merging Fields in Microsoft Word Templates (DOCX)
Booking Forms
Embedding a Custom Form on Your Website
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
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Marketing & Automation
Automation Actions
Automation Entry Conditions/Triggers
Appointment Based Automations (Appointment Reminders)
Drip Campaigns
Sending Automated Text Messages
Repeating Email Campaigns
Two-Way Text Messaging
Comprehensive Guide to Creating a Birthday Email Campaign
Audiences Overview
"Run Once" Email Campaigns (Newsletters)
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Insights & Reporting
Tracking ROI
Estimated Value vs. Actual Value
Marketing Sources and Campaigns
UTM Source Codes
Sample Marketing Source Custom Report
Tracking Referrals
Custom Reporting - Using Filters
Analytics Page Summary
Custom Reporting - Columns & Grouping
Logging Marketing Spend
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Time & Billing
LMPay Registration
Time & Billing Settings
Invoices
Trust Account
Payment Gateway (LMPay)
Invoice Automation
Time Tracking
Gravity Legal Integration
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
Smokeball Integration
Quickbooks Integration
WealthCounsel Integration
Lawmatics Open API
Lawmatics Zapier App Overview
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Deep Dive Webinar Series
Deep Dive: Law Firm Automation Best Practices in Lawmatics
Deep Dive: Boost Productivity with Task Automation
Deep Dive: All About Appointments
Deep Dive: How to Automate Every Intake Scenario With a Single Form
Deep Dive: Lawmatics Time & Billing - Now with LMPay
Deep Dive: Grow Your Firm With Insightful Reporting & Analytics
May 2023 Deep Dive: Connect with Clients Using the Client Portal
April 2023 Deep Dive: Mastering Email Marketing with Lawmatics
Deep Dive: Lawmatics Top Feature Releases of 2022
Deep Dive: Build Your Network with Referral Tracking Using Lawmatics
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