🎉 Day One in Lawmatics: Your Getting Started Guide

Welcome to Lawmatics! Whether you’re a new customer or a new user joining an existing account, this guide will help you get oriented, set up, and confident in the platform from day one.
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We’ve organized this into easy sections with direct links to the tools, help articles, and webinars you’ll want to explore.

Before diving into your CRM or automations, take a few minutes to configure your personal user settings and connect your calendar and email.

The CRM is the core of Lawmatics, where you manage all your clients (contacts) and their legal matters. Understanding this structure is key to organizing your firm’s data effectively.

Pipelines visually represent your intake or case workflow, so you can manage where each lead or case stands and what comes next.

Use marketing tools to automate outreach, build email campaigns, and segment your contacts. This is where client communication becomes streamlined and scalable.

Use Insights to track performance, measure conversion rates, and visualize firm growth. This data helps you optimize your workflows and marketing ROI.

Assets are your reusable tools—everything from custom forms and email templates to automated documents and booking forms.