Week of August 23, 2026
CC/BCC (Non-Signing) Recipients on E-Signature Sends
We are introducing CC/BCC functionality to our e-signature process. This feature allows paralegals to include client’s spouses and referring attorneys as non-signing recipients, ensuring they receive copies of sent notifications and completion emails without needing to leave our platform for similar services like Adobe. This update streamlines communications and enhances client relationship management by keeping all interested parties informed without extra steps.
Matter Relationships in the E-Signature Signer Picker
The new Matter Relationships feature in the E-Signature Signer Picker prioritizes contacts involved in the selected matter, making signer selection faster and more efficient for legal assistants. This enhancement ensures that users can quickly find relevant signers by listing them at the top, reducing time spent searching through firm-wide contacts.
Webhook Updates
Released new webhook events:
matter.time_entry_created – time entry marked complete
matter.document_uploaded – document uploaded to a matter
payment.received – client payment processed
payment.failed – client payment failed
payment.refunded – refund processed
Week of August 16, 2026
Ordered E-Signature Documents
E-signature documents can now be sent to recipients in a specific signing order rather than to everyone simultaneously.
What’s new:
Choose between Send all at once and Send in order.
Arrange signer roles in the sequence in which recipients should receive the document.
Save a default signer order on Start Fresh and uploaded PDF templates.
Configure or override the signer order when sending manually, through an automation, or when creating a document draft.
Track recipients who have not yet received the document with the Awaiting Send status.
Use ordered signatures within E-Signature Packets, with the packet recipient signing first.
If a signer declines, the process stops and the document is not sent to the remaining recipients.
Ordered signatures are available on the Premium tier.
Meta Ads Integration
The Meta Ads integration automatically connects advertising leads, campaigns, and spend with Lawmatics.
What’s new:
Automatically create matters when leads submit a connected Meta lead form.
Attribute each new matter to the correct Meta Ads source and campaign.
Automatically import active Meta campaigns.
Keep advertising spend synchronized for more accurate marketing and ROI reporting.
View campaign and synchronization status directly within the integration settings.
Submit a test lead through Meta to confirm that the connection is working.
Only one Meta ad account can be connected to a Lawmatics account at a time. The integration is available under Settings > Integrations > Meta Ads.
8am™ DocketWise Integration
Lawmatics can now sync hired matters directly to 8am DocketWise.
What’s new:
Automatically sync matters to DocketWise when they are converted to Hired in Lawmatics.
Optionally sync matter documents and notes.
Map Lawmatics practice areas to DocketWise matter types.
Sync the primary contact or company, matter information, and lead attorney.
Match lead attorneys to DocketWise users by email.
Preserve integration settings and mappings if the integration is disconnected and later reconnected.
The integration is one-way from Lawmatics to DocketWise. Field mappings are fixed, and related contacts do not sync. It is available under Settings > Integrations > DocketWise.
Week of July 11, 2026
We've released a native integration with Neostella, allowing firms to automatically sync hired matters from Lawmatics to Neostella.
What's new:
Automatically sync matters to Neostella when they are converted to a Hired client.
Optionally sync matter documents, notes, and relationships.
Map Lawmatics practice areas to Neostella object types.
Map matter, contact, company, and custom fields between both platforms.
Automatically create or update contacts and matters in Neostella without creating duplicates.
Manually sync matters at any time, or enable automatic sync as part of your hiring workflow.
This integration is available under Settings > Integrations > Neostella.
Draft Signature Documents
Signature documents can now be created as drafts for review and approval before being sent for signature.
What's new:
Create signature requests as drafts from document templates, matters, or automations.
Review, edit, approve, unapprove, and send drafts when ready.
Automations can generate signature requests as drafts instead of sending them immediately.
Draft approvals are controlled by a new Document Approvals role permission.
Users with approval permissions can receive email or in-app notifications when a draft is awaiting approval.
This update is available for Custom document templates only.
Webhook Updates
Released new webhook events:
matter.created – new matter created
matter.status_changed – status changes
form.submitted – intake form submitted
invoice.paid – invoice paid in full
document.signed – signature completed
contact.updated – contact details changed
Meta Ads Integration
We've released our Meta Ads Integration, allowing seamless lead creation from your Meta Ads.
Week of July 4, 2026
Automation Updates
Added a "Delete" button to actions nodes. It is no longer necessary to "Edit" an action node in order to see the delete option. A confirmation prompt appears when used.
Added a "Keep Branch" option when deleting If/Else conditions. You can still choose to "Delete All Following Actions," or decide to "◀ Keep True Branch" or "Keep False Branch ▶." This allows more customization without needing to rebuild anything. If a branch is empty, you will not have the option to keep that branch.
Time Zone Settings in Calendar
Scheduling across time zones just got easier. You can now set a specific timezone for your calendar availability, so your booking windows always display accurately no matter where you or your clients are located. Head to your calendar settings to update your availability today.