What is Merlin Copilot?
Merlin Copilot is your AI assistant inside Lawmatics. Chat with Merlin anytime to get quick answers, build things, or dig into your data.
What Copilot can help with
Answering questions about a matter
Ask about a case's status, history, or details without opening the full matter profile.
Updating matters
Make changes directly to matter data through conversation.
Building automations
Describe the workflow you want, and Copilot builds it for you.
Building reports
Ask for the data you need and Copilot puts together a report or one-time export.
Finding where a merge field is used
Ask where a specific merge field shows up across your SMS templates, automations, and emails.
Answering data questions about your firm
Ask things like "how did this pipeline perform this week compared to last week?" or "what's the average expected value of leads for our PI practice area?" Copilot can work with aggregate, firm-wide data questions like these, not just single-matter lookups.
Routines
Routines let you turn a request into something that runs on a schedule. For example: "turn this into a daily briefing and send it to me at 9AM each work day." When a Routine fires, you get a notification that opens directly into a Copilot thread seeded with the result.
Routines are only visible to the user that created them.
Help Grow Copilot
If you ask Copilot for something it can't do yet, it will recognize that and offer to write up a feature request on your behalf. That feedback directly shapes what gets built next, so it's worth asking for things even if you're not sure Copilot can do them.
Pricing & Seats
Merlin Copilot is available in two seat types:
Lite - $29/seat per month
Pro - $49/seat per month
Your firm can purchase any number of seats of either type, and assign or reassign seats to specific users yourself, at any time. To purchase seats in the first place, reach out to your Account Manager or our support team.
Copilot Usage is found in your Billing Settings:
Usage will vary based on the tasks Copilot is being ask to do and the amount of data it needs to analyze. Routines, building large automations frequently, and analyzing full firm data frequently may use up the usage faster on Lite seats.
You'll see your available Copilot Seats in User Management:
You can edit your users in User Management to reassign Copilot seats:
Where to find Copilot
Copilot lives under Merlin in the left navigation, alongside Engage, Qualify, the Activity Hub, and Routines, but you can chat with it from wherever you are in your account:
FAQs
If I switch the Copilot seat from one user to another, does the usage reset?
No, the usage is tied to the seat itself and no the specific user.