Common questions and support documentation

• 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

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• 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

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• 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

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• 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)

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

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• 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: 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