When you first create your Lawmatics user account, you will need to update your personal user settings. These settings are individual to each user at your firm, so each user must update their own settings while they are signed into their respective account.

Accessing Your User Settings

To access your user settings:

Click on the Settings gear icon located in the bottom-left corner of the navigation menu.
In the Settings sidebar, click User Settings.

Your User Settings are unique to you, while the other settings listed are firm-wide.

Navigating the My Settings Page

On the My Settings page, you can update your personal information, billing settings, and email signature.

Personal Information and Profile Picture

The first section you will see contains your profile picture and basic personal information.

To upload a profile picture:
1. Click the Update Pic button.
2. Browse files on your computer or drag and drop a file to upload.

When you first sign in, your Name, Email Address, and BCC Email fields should already be populated.

You also have the option to reset your password if needed. This will send a reset password link to the email address associated with your user account.

BCC Email

Each user will have a BCC Email listed by default in the personal information section.

This BCC Email address is used to sync emails you send from your regular inbox into Lawmatics.

Note: Lawmatics also offers a Mail Sync feature, which automatically syncs all your emails with the appropriate matter.

You only need to use one method—either BCC Email or Mail Sync—not both.

Using the BCC Email Option

Copy your BCC Email address.
Paste it into the BCC line of any outgoing email you want to sync into Lawmatics.
Lawmatics will check the recipient's email address against your existing matters and log the email accordingly.

This method is helpful if you only want specific email chains logged into Lawmatics.

Using the Mail Sync Feature

The Mail Sync feature automatically logs all emails sent to a matter from your inbox into Lawmatics.

User Time and Billing Settings

If your firm uses Lawmatics for time and billing management, you will also see your User Time and Billing Settings section.

In this section, you can:

Set a default time entry rate specific to you as a user.
Set different default rates for different billing activity types.
Select a default billing user:
- If you primarily log entries for yourself, keep yourself selected.
- If you often log entries on behalf of another staff member, you can select a different default billing user.

Setting Up Your Email Signature

The final section on the My Settings page is where you set up your email signature.

Your email signature will be included with any emails you send from Lawmatics, whether they are sent manually or through an automation.

When sending an email, you will select which user is sending it.
You can toggle the option to Attach Signature to Email on or off.
You can also set your email signature to be attached by default.

Tips for Creating Your Email Signature

Line spacing:
The editor double-spaces text by default. To create a single-spaced new line, hold Shift + Enter.
Firm Information:
Do not use the General Fields dropdown to insert firm information.
➔ Instead, manually type your firm's name and contact information.
Images:
If you include an image (such as a logo) in your signature:
- Make sure to resize the image file to the desired dimensions before uploading.
- Once placed into the editor, you cannot resize the image.