Lawmatics

Task Management + Task Reporting Workshop

Workshops & Webinars 

Understanding the QuickBooks Online Integration

Merlin Copilot Workshop

Mastering Collections: Practical Use Cases & Best Practices

Building the Ideal Phone Intake Form

Automate Client Reviews

Automating Your Intake Pipeline

E-Signature Drafting

Setting Up Your Next Event

Reports & Custom Dashboards

Simplifying Time & Billing in Lawmatics

Marketing Sources & Attribution: UTM, Callrail, Google Ads/LSA & Meta

Conflict Checking: Manual Searches, Automations & Best Practices

Get the Most Out of the Client Portal

Watch past Bi-Weekly Workshop sessions for practical knowledge you can start applying today.

Bi-Weekly Workshops

Watch past webinars and deep dives to maximize your Lawmatics knowledge.

Webinar Series

Built for Better Leads: How QualifyAI Transforms Intake

From Draft to Signed: Building a Seamless Document Workflow

Customizable Matter Views

2026 Webinars

October 2025: Discover What’s New in Automations

September 2025: Smarter Scheduling for Your Law Firm

August 2025: Master Document & E-Sign Workflows in Lawmatics

July 2025: Measuring ROI: Tracking, Reporting, Optimizing

June 2025: Streamline Your Intake With One Powerful Form

May 2025: Get Paid During Intake

April 2025: How to Build Automations That Win Clients

March 2025: What's New & What's Next in Lawmatics

February 2025: Integrations That Do Your Admin Work For You

January 2025: A Fresh Look and Smarter Navigation in Lawmatics

2025 Webinars

November 2024: 5 Underused Features We Can't Recommend Enough

October 2024: Game-Changing Workflows from Real Lawmatics Users

September 2024: Lawmatics Fundamentals That Get Results Fast

August 2024: Turn Data Into Action with Custom Dashboards

July 2024: Marketing & Reporting Essentials in Lawmatics

June 2024: Mastering Criminal Defense Workflows with Lawmatics

May 2024: Mastering Personal Injury Workflows with Lawmatics

March 2024: Mastering Family Law Workflows with Lawmatics

February 2024: Mastering Estate Planning Workflows

January 2024: Eliminate Manual Work with Lawmatics

2024 Webinars

December 2023: The Top 20 New Features of 2023

November 2023: The 13 Most Powerful and Underutilized Features in Lawmatics

October 2023: Automate Efficiently with Entry and Exit Conditions

September 2023: Bolster your Custom Forms with Advanced Components

August 2023 Deep Dive: SMS Simplified

July 2023: Ditch Pen & Paper for Document and E-Signature Automation

June 2023 Deep Dive: Bring People Together with Event Management

May 2023 Deep Dive: Connect with Clients Using the Client Portal

April 2023 Deep Dive: Mastering Email Marketing with Lawmatics

March 2023 Deep Dive: All About Appointments

February 2023 Deep Dive: Boost Productivity with Task Automation

January 2023 Deep Dive: Lawmatics Time & Billing - Now with LMPay

2023 Webinars

December 2022 Deep Dive: Lawmatics Top Feature Releases of 2022

November 2022 Deep Dive: Grow Your Firm With Insightful Reporting & Analytics

October 2022 Deep Dive: Build Your Network with Referral Tracking

September 2022 Deep Dive: Automation Best Practices in Lawmatics

August 2022 Deep Dive: How to Automate Every Intake Scenario With a Single Form

2022 Webinars

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Build your first workflow and watch it run end to end.

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A quick lap of the product so you know where everything lives.

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Merlin AI Suite Overview

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Merlin Copilot

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Using QualifyCopilot

Maintaining & Updating Merlin Qualify Agents

Lead Score Reporting with Merlin Qualify

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Merlin Engage Overview

Merlin Engage Agents - Collect & Qualify

Merlin Engage Agents - Book a Meeting

Merlin Engage Agents - Collect Data Only

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Monitoring Merlin Engage Agents

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2026 Release Notes

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Getting Started

🎉 Day One in Lawmatics: Your Getting Started Guide

Premium Onboarding

Lawmatics Navigation Experience

When should I contact Support vs. my Account Manager?

Lawmatics Mobile App

Initial Setup

User Settings Overview

My Settings & Email Signature

Notification Settings

Calendar Settings - Sync your Calendar to Lawmatics

Custom Appointment Type Availability

Mail Sync Settings - Logging Emails in Lawmatics & Send From My Outbox

Mail Sync - Connect a Yahoo Account

Mail Sync - Connect a Gmail Account

Mail Sync - Connecting Microsoft Exchange with Lawmatics

User Configuration

Account Administration

Adding Users to Your Lawmatics Account

Assigned Staff Permission Level

Custom User Roles/Permissions

Tracking User Activity

User Activity Reports (Beta)

Users & Permissions

Logging Into Lawmatics - Security

Security & Login

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