Lawmatics

<a href="https://www.lawmatics.com/blog/deep-dive-recap-connect-with-clients-using-the-lawmatics-client-portal/" rel="nofollow noopener noreferrer" target="_blank">Connect with Clients Using the Client Portal</a>

May 2023 Deep Dive: Connect with Clients Using the Client Portal

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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QuickBooks Online Integration

Merlin Copilot

Workshops & Webinars 

Mastering Collections: Practical Use Cases & Best Practices

Building the Ideal Phone Intake Form

Automate Client Reviews

Automating Your Intake Pipeline

E-Signature Drafting

Setting Up Your Next Event

Reports & Custom Dashboards

Simplifying Time & Billing in Lawmatics

Marketing Sources & Attribution: UTM, Callrail, Google Ads/LSA & Meta

Conflict Checking: Manual Searches, Automations & Best Practices

Get the Most Out of the Client Portal

Wednesday Workshops

Built for Better Leads: How QualifyAI Transforms Intake

Customizable Matter Views

From Draft to Signed: Building a Seamless Document Workflow

Webinar Series

2025 Webinars

2024 Webinars

2023 Webinars

2022 Webinars

Merlin AI Suite Overview

Merlin Pricing

Merlin Activity Hub

Merlin

Merlin Qualify Overview

Using QualifyCopilot

Maintaining & Updating Merlin Qualify Agents

Lead Score Reporting with Merlin Qualify

Merlin Qualify

Merlin Engage Overview

Merlin Engage Agents - Collect & Qualify

Merlin Engage Agents - Book a Meeting

Merlin Engage Agents - Collect Data Only

Merlin Engage - Agent Handovers

Monitoring Merlin Engage Agents

Merlin Engage

Release Notes

Recent Updates Q4 2026

Recent Updates Q3 2026

Recent Updates Q2 2026

Recent Updates Q1 2026

2026 Release Notes

Release Updates Q4 2025

Release Updates Q3 2025

Recent Updates Q2 2025

Recent Updates Q1 2025

2025 Release Notes

Getting Started

🎉 Day One in Lawmatics: Your Getting Started Guide

Premium Onboarding

Lawmatics Navigation Experience

When should I contact Support vs. my Account Manager?

Lawmatics Mobile App

Initial Setup

User Settings Overview

My Settings & Email Signature

Notification Settings

Calendar Settings - Sync your Calendar to Lawmatics

Custom Appointment Type Availability

Mail Sync Settings - Logging Emails in Lawmatics & Send From My Outbox

Mail Sync - Connect a Yahoo Account

Mail Sync - Connect a Gmail Account

Mail Sync - Connecting Microsoft Exchange with Lawmatics

User Configuration

Account Administration

Adding Users to Your Lawmatics Account

Assigned Staff Permission Level

Custom User Roles/Permissions

Tracking User Activity

User Activity Reports (Beta)

Users & Permissions

Logging Into Lawmatics - Security

Set Up Multi-Factor Authentication

Security & Login

Lawmatics Account - Update Billing

SMS & MMS Pricing

Account Billing & Subscription

General Settings Overview

Practice Areas

Matter Auto-Numbering

Appointment/Event Settings

Statute of Limitations

Round-Robin Settings

Call Settings

Email Domain Validation

Matter Settings

Marketing Settings

Recovery Bin

Firm Settings

Custom Fields Overview

Types of Custom Fields

Custom Field Record Types

Creating & Naming Custom Fields

Creating Custom Fields from Import

Importing Data to Custom Fields

Custom Field Admin

Importing Matters, Contacts, and Companies - Overview

Updating Existing Contacts via Import

Avoiding Duplicates when Importing

Exporting Data

Exporting Custom Reports

Data Management

Dashboards & Pipelines

Pipeline Overview

Intake Pipeline

Adding Additional Pipelines

Pipeline Statuses and "Show All Matters" Toggle Option

Track Matters' Time in Pipeline Stages

Pipelines

Custom Dashboards

Dashboards

Matters, Contacts & Companies

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