The Lawmatics mobile app gives you access to essential parts of your Lawmatics account from your phone. While the mobile app provides a more streamlined experience than the desktop version, it includes the core tools you need to stay connected to your firm on the go. The app also includes Merlin Copilot, so you can ask questions about your firm’s data, run reports, and manage Routines from your phone.
This article covers what you can do in the mobile app and how to navigate its main features.
Accessing the Mobile App
The Lawmatics mobile app is available for download from both the Apple App Store and the Google Play Store. Once installed, log in using the same credentials you use for the web version of Lawmatics.
Merlin Copilot
With a Merlin Copilot seat, you'll see the Merlin icon in the center of the bottom bar to open Merlin Copilot.
Type your question in the chat box. Tap + to start a new conversation. Tap ••• to see your previous Conversations, Routines, and Reports.
Examples of what you can ask Merlin Copilot:
Ask questions about your data and get reports back. “Show me all Personal Injury matters opened this month”
Analyst deep dive with sortable tables. “How did this pipeline perform this week compared to last week?”
Turn a result into a full report with groups and totals, or save it as a custom report straight from the chat
Update records. Merlin asks you to confirm before it changes anything
Draft an email
Show your day or week. “What’s on my calendar this week?”
See who went through an automation (if you have role permissions to see it.)
Find where a phrase is used across your templates.
Conversations: reopen an earlier chat and pick up where you left off:
Merlin Copilot on mobile:
Switch away from the app and come back, the conversation is still there
Record links in Merlin’s answers open right in the app
Thumbs up / down on answers, so we learn what works
Merlin knows you’re on a phone, so replies are sized for mobile
Routines: tap Ask Merlin for a Routine to set one up. Routines run on a schedule and notify you when the result is ready. Tap a Routine to pause, resume, run now, reschedule, or delete it.
Reports: search and run your firm’s saved reports.
Matters
The Matters section allows you to view all matters associated with your firm.
Within the Matters tab, you can:
View your complete list of matters
Search for specific matters
Open a matter to view its details
Read the matter’s Description on the Overview tab
View all matter and contact fields on the Matter Details tab, with a toggle to show or hide empty fields
View and add notes on the Notes tab
Important matter details can be updated through the mobile app, including:
Case Title
Case Blurb/Case Description
Practice Area
Pipeline Stage
Matter Owner
Lead Attorney
Originating Attorney
Matter Salesperson (if enabled in Firm Settings)
Contacts
The Contacts tab provides access to your firm’s full contact list.
From this section, you can:
View your contacts and search for specific records
Create new contacts directly from your phone
Access key contact information whenever you need it
This makes it easy to add new leads or look up client details on the go.
Contact information that can be updated through the mobil app includes:
First Name, Last name
Company Name
Email Address
Phone Number
Address
Message Center
The mobile Message Center allows you to manage client communication from your device.
You can:
View SMS and portal messages your firm has received
Respond to messages directly from the app
Start new SMS or portal message threads
All messages sent and received in the app are synced with your Lawmatics account to ensure communication stays organized.
You can filter your messages by:
Date Range
Message Type
Read Status
Matter
Matter Status
User involved
Creating New Records
The Lawmatics mobile app allows you to create several types of records without needing to log in on your desktop.
You can create:
New contacts
New matters
New SMS messages
New portal messages
Quick Use Form Submissions
This ensures you can capture new information and client interactions whenever they happen.
Quick Use Forms
Your firm's Quick Use Forms are available through your mobile app:
Because these forms have the same capability as forms through the desktop, you can use Booking Requests to schedule appointments, LMPay Gateway to capture payments, and trigger automations based off of the forms being submitted.
Notifications
The mobile app supports push notifications to help you stay updated.
You can choose to receive notifications for:
New SMS messages
New portal messages
Notifications can be managed either in the app’s settings or from your device’s notification settings.
Note: The Lawmatics mobile app is designed to provide streamlined access to key functionality while you’re on the go. We’re actively working on expanding mobile capabilities and will continue adding features over time.