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.
Click the Send (envelope) icon on the far right of the 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 a User to receive the test email in the "Send Email To" field.
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:
In the send window, select a Contact or Matter to receive the email in the "Send Email To" field.
Configure the necessary options, such as CC addresses 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 you wish to send.
Select which User this email should send from.
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.
This will always be sent from your User email.
3. Sending Emails via Automation
Lawmatics allows you to automate email sending:
Navigate to the Automations > Workflows tab.
Create a new automation or edit an existing one.
Add a Send Email action.
Select the email you wish to send.
Select the Recipient, Send From, and configure any other details you'd like for this email action.
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.