Sending Emails via Lawmatics

Lawmatics offers multiple ways to send emails, allowing you to choose the method that best fits your workflow.

1. Sending Emails from the Emails Page

After creating your email templates, they are stored in the Emails section under the Marketing tab. To send an email from this section:

Navigate to Marketing > Emails.
Locate the desired email template.
Click the Send icon on the far right of the template's row.

If the icons are not visible, you may need to scroll horizontally to the right.

Sending a Test Email

Before sending an email to a contact or matter, it's advisable to send a test email:

In the send window, select Send as Test at the top.
Choose a user to receive the test email.
Select a contact or matter to populate merge fields (this individual will not receive the email; their data will only be used for testing).

Sending the Actual Email

When ready to send the email to a contact or matter:

Switch back to the Send As Is option.
Configure the necessary options, such as the recipient and any attachments.
Click Send to send immediately.
To schedule the email for a later time, click the clock icon next to the Send button and select a send time.

2. Sending Emails from a Matter's Profile

You can also send emails directly from a matter’s profile:

Navigate to the specific matter’s profile.
Click the Send Email button near the top left of the page.
Select the email template you wish to send.
To make one-off edits to the email text, click the edit button.
After making edits, preview how the email will look with the matter’s merged fields.

Quick Send Option

For drafting a one-time email without using a template:

In the matter's profile, click the gray Send Email button.
Compose your email and send it directly to the matter.

3. Sending Emails via Automation

Lawmatics allows you to automate email sending:

Navigate to the Automations tab.
Create a new automation or edit an existing one.
Add a Send Email action.
Select the email template you wish to send.

All templates in the Emails section are available for selection when using the Send Email action in an automation.

Tracking Email Activity

Regardless of the method used to send an email, Lawmatics logs the activity:

The email will appear on the recipient’s timeline at the time it is delivered.
Each time the recipient opens the email, it is recorded as a separate activity on the timeline.

FAQs

What email address will my outbound emails send from?

Whenever you sending an email from Lawmatics you will have the option to select from any of your users, or the firm email, for sending the email. Also make sure that you have validated your firm's custom email domain to send directly from your domain.

Can I include attachments with my emails?

Yes, you can upload files to your firm files in Lawmatics, and then select from any of your firm files to be used as attachments. Learn more about that here.

Will I see emails sent via Lawmatics in my outbox of my regular email client?

No, you will not see Lawmatics emails in your regular outbox. The best way to confirm that an email has been sent is to view it on the recipient's timeline.