Lawmatics

Workshops & Webinars 

Mastering Collections: Practical Use Cases & Best Practices

Building the Ideal Phone Intake Form

Watch past Wednesday Workshop sessions for practical knowledge you can start applying today.

Wednesday Workshops

Built for Better Leads: How QualifyAI Transforms Intake

Customizable Matter Views

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

Webinar Series

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

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search and ask

Find guides, answers, and references.

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

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

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

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

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.