Common questions and support documentation

• Automation Entry Rules/Triggers
• Automation Actions
• Automation Overview (Video)
• Event Based Automations (Video)

• Using Esignature in Microsoft Word Documents
• Microsoft Word Templates
• Importing Matters and Contacts - Including Custom Field Imports
• Contacts v. Matters
• Sending Forms and Documents to Clients
• Getting Started Overview
• Matter Tagging
• Invoice Types
• Signature Templates vs. Custom Documents
• Pagination on Custom Forms

Browse all articles

• Create and Send Email Templates
• Create HTML Email Template
• Email Design Suite (Video)
• (VIDEO) How to build a Drip Campaign
• Logging Email in Lawmatics
• GMail w/GSuite Email Connect
• One-Time-Send Marketing Campaigns (Video)
• Recurring Email Campaigns
• Create Automated Birthday Email Campaign
• Yahoo Email Connect

Browse all articles