Common questions and support documentation

• Importing Matters and Contacts - Overview
• Calendar Settings - Sync your Calendar to Lawmatics
• General Settings Overview
• Email Domain Validation
• User Settings Overview
• Mail Sync - Connect a GMail Account
• Custom Fields Overview
• Mail Sync Settings - Logging Emails in Lawmatics & Send From My Outbox
• Custom Event Type Availability
• Mail Sync - Connect a Yahoo Account

Browse all articles

• Contacts vs. Matters
• Pipeline Overview
• Creating Contact or Matter Tags
• Booking Links
• Booking Appointments/Events
• Client Portal Overview
• Creating Matters
• Practice Areas
• Matter Statuses
• Event Types Overview

Browse all articles

• Automation Actions
• Automation Entry Conditions/Triggers
• Event Based Automations (Appointment Reminders)
• Drip Campaigns
• Repeating Email Campaigns
• Comprehensive Guide to Creating a Birthday Email Campaign
• Audiences Overview
• Two-Way Text Messaging
• Sending Automated Text Messages
• Using Delivery Windows in Automation

Browse all articles

• Merging Fields in Microsoft Word Templates (DOCX)
• Embedding a Custom Form on Your Website
• Conditional Logic in Microsoft Word Documents (DOCX)
• Plain Text Email Templates
• Sending and Submitting Forms
• Esignature in Microsoft Word Documents (DOCX)
• Custom Form Type - Matter vs. Contact
• HTML Email Templates - Using the Design Suite
• Custom Documents - Start Fresh
• Booking Forms

Browse all articles

• Tracking ROI
• Sample Marketing Source Custom Report
• Estimated Value vs. Actual Value
• Marketing Sources and Campaigns
• UTM Source Codes
• Tracking Referrals
• Custom Reporting - Using Filters
• Analytics Page Summary
• Logging Marketing Spend
• Custom Reporting - Columns & Grouping

Browse all articles

• Invoices
• Time & Billing Settings
• Gravity Legal Integration
• Time Tracking
• Invoice Automation
• Trust Account
• Invoice Reminders
• Payment Plans
• Time & Billing Reporting
• Expenses

Browse all articles

• Invoice Types (LawPay Integration)
• Connect Calendly to Lawmatics via Zapier
• Zoom Integration
• WealthCounsel Integration
• CallRail Integration
• Clio Integration
• Lawmatics Zapier App Overview
• Lawmatics Open API
• Practice Panther Integration
• Gravity Legal Integration (Time & Billing)

Browse all articles