Getting answers about your firm and managing everyday work just got easier. With Merlin Copilot, you can ask questions about your data, find and update matters, and build automations using plain language—all within Lawmatics.
In this recorded Wednesday Workshop, Erika Bertolini demonstrates how to put Copilot to work for your firm. You'll learn how to compare lead performance, identify your highest-converting marketing sources, locate and update matter fields, find where merge fields are used, and create automations by describing what you need. You'll also explore scheduled routines for daily briefings and recurring reports, along with prompting best practices and an overview of Copilot’s current capabilities and limitations.