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14 articles in this collection
Written by Anna Gasperlin and Matt Spiegel

Pipeline Overview

Learn about how to use pipelines in Lawmatics
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Written by Anna Gasperlin
Updated over a week ago

Custom Reporting(Video)

Overview of custom reporting in Lawmatics
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Written by Anna Gasperlin
Updated over a week ago

Sending Forms and Documents to Clients

Learn how to easily send forms and documents in Lawmatics
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Written by Anna Gasperlin
Updated over a week ago

Creating Matters

Learn all the different ways to create matters in Lawmatics
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Written by Anna Gasperlin
Updated over a week ago

Contacts v. Matters

Learn the difference between contacts and matters in Lawmatics
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Written by Matt Spiegel
Updated over a week ago

Importing Matters and Contacts

Step by Step guide for importing data into Lawmatics
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Written by Matt Spiegel
Updated over a week ago

Event Types Overview

Learn how and where to use event types in Lawmatics
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Written by Matt Spiegel
Updated over a week ago

Custom Calendar Booking Links

Create links that can be used to send people to book times slots on your calendar
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Written by Matt Spiegel
Updated over a week ago

Create Objects from Custom Forms

Create notes, appointments, and contacts from custom forms
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Written by Matt Spiegel
Updated over a week ago

(Video) Custom Field Overview

Tutorial and strategy for creating and using custom fields
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Written by Matt Spiegel
Updated over a week ago

(VIDEO) Using Conditional Logic in Custom Forms

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Written by Matt Spiegel
Updated over a week ago

(VIDEO) Custom Forms

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Written by Matt Spiegel
Updated over a week ago

Create a PNC (lead)

How to add a PNC, Potential New Case, into Lawmatics
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Written by Matt Spiegel
Updated over a week ago

Custom Forms

Everything you need to know about Lawmatics Custom Forms for intake and data capture
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Written by Matt Spiegel
Updated over a week ago