Merlin Qualify Overview

Qualify is an AI-powered intake and lead evaluation tool built directly into Lawmatics. It helps firms automatically evaluate every new lead, prioritize high-value prospects, and take action faster using consistent, firm-defined rules.

Qualify provides transparent reasoning for every evaluation, and can trigger automations based on lead outcomes.

With Qualify, firms can:

Over time, Qualify becomes more accurate as firms provide feedback and refine criteria, helping teams focus on the right cases faster and more consistently.

At a high level, Qualify follows a simple lifecycle:

This approach allows firms to continuously improve lead evaluation accuracy while saving time on manual intake review without losing control over how leads are scored.

A Lead Qualification Agent is an AI that evaluates incoming leads based on your firm's own intake rules. Each agent represents the evaluation logic for a specific practice area.

Best practice:
Create one agent per major practice area so each area can use its own categories, criteria, and scoring logic.

Each agent includes:

Understanding these core concepts will help you interpret your Lead Scores:

Categories represent the outcome for a lead. For example, a category may indicate whether a lead should be prioritized for immediate follow-up (Chase Hard,) referred to another firm (Refer Out,) or reviewed further (Inconclusive.)

Categories are used throughout Lawmatics, including pipelines, reports, & automations.

Criteria are the specific rules the Agent uses to evaluate leads. These may include factors such as case type, jurisdiction, potential case value, urgency, or other client details.

Criteria can be:

For every evaluation, Qualify provides:

This transparency allows firms to understand each recommendation and identify where criteria may need refinement.

When a lead submits a form, Qualify reads all fields from that form submission. It also evaluates a set of standard matter fields — such as practice area, contact information, and location — that Lawmatics has identified as relevant to lead qualification.

​File uploads are not evaluated. Qualify does not read or attached files.

​Notes are optional. Each agent has a “Use Notes” toggle. When enabled, Qualify will also read the latest 10 notes (up to 60 days old, up to 10,000 characters each).

Qualify Agents improve through guided, intentional feedback.

Firms can:

Based on this feedback, Qualify can propose refinements to the agent’s criteria. Saving these updates creates a new agent version, allowing firms to track improvements over time and compare results across versions.

Once leads are evaluated, Qualify data appears throughout Lawmatics, including:

This ensures lead evaluations are visible and actionable wherever your team already works.

Qualify evaluations can be used as an action in automations and to trigger automations within Lawmatics.

For example, when a lead is categorized as Chase Hard with high confidence, an automation can send an E-Signature Request and assign a follow-up task to your team:

This allows firms to engage high-priority prospects immediately, without waiting for manual review.

See more information on Qualify:

Does my Qualify Agent read matter notes?

Each Agent has a "Use Notes" toggle that you can enable, allowing the agent to look at the latest 10 notes (up to 60 days) with up to 10,000 characters per note.