What is Merlin?
Merlin is Lawmatics’ AI suite, designed to help your firm evaluate leads, gather the information needed to move cases forward, and get more done throughout your account. Each Merlin tool supports a different part of your workflow, working together to help your team save time, make informed decisions, and focus on the work that matters most.
Merlin includes:
Merlin Qualify — Evaluates new leads using your firm’s intake criteria and recommends next steps.
Merlin Engage — Communicates with leads to gather missing information and help move cases forward.
Coming Soon! Merlin Copilot — Helps you find information, answer questions, and build automations, and reports through a conversational AI assistant.
Merlin Qualify is an AI-powered lead evaluation tool that helps your firm assess new leads consistently, identify high-priority opportunities, and take action faster. Using your firm’s own intake criteria, Qualify provides clear recommendations and explains the reasoning behind each evaluation.
With Merlin Qualify, you can:
Automatically evaluate new leads using firm-defined criteria
Identify which leads to prioritize, refer out, reject, or review further
Review confidence scores and reasoning behind each recommendation
Trigger automations based on lead evaluation results
Refine your evaluation criteria over time using feedback
Merlin Engage is an AI-powered agent that communicates with leads to gather the information your firm needs to move a case forward. When a lead has not provided enough detail for Merlin Qualify to make a confident recommendation, Engage can automatically follow up, collect the missing information, and send the lead back to Qualify for another evaluation.
With Merlin Engage, you can:
Automatically follow up with leads when important information is missing
Have natural, goal-focused conversations tailored to your firm
Customize how the agent communicates to reflect your firm’s voice and communication style
Update matter information and re-evaluate leads automatically once a conversation is complete
Coming Soon!
Merlin Copilot
Merlin Copilot is an AI assistant built directly into Lawmatics that will help you find information, answer questions, and complete tasks without searching through your account. You will be able to chat with Copilot from anywhere in Lawmatics to get help with the work you’re already doing.
With Merlin Copilot, you will be able to:
Ask questions about a specific matter, including its status, history, and details
Build automations by describing the workflow you want to create
Create reports or one-time exports by asking for the data you need
Where Merlin Lives
Merlin Qualify, Merlin Engage, and the Activity Hub are all available under Merlin in the left navigation. Together, these tools give your firm a connected AI experience across lead evaluation, lead engagement, and everyday work in Lawmatics.
Merlin's Activity Hub
The Activity Hub shows what Qualify and Engage have been doing across your firm. It's the fastest way to see which leads are still inconclusive, which are actively being worked by Engage, and which have wrapped up.
Where to go next:
Coming Soon! Merlin Copilot
Data Security FAQs
What models are used?
Merlin uses OpenAI models
Does our data train the model?
We do not train models, so no customer's data is used to train models. OpenAI also does not use our data to train their models.
Are you SOC 2 Type II compliant?
Lawmatics and OpenAI are both SOC 2 Type II compliant.