Lawmatics

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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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

Bi-Weekly Workshops

Merlin AI Suite Overview

Merlin Pricing

Merlin Activity Hub

Merlin

Merlin Copilot

Merlin Qualify Overview

Using QualifyCopilot

Maintaining & Updating Merlin Qualify Agents

Lead Score Reporting with Merlin Qualify

Merlin Qualify

Merlin Engage Overview

Merlin Engage Agents - Collect & Qualify

Merlin Engage Agents - Book a Meeting

Merlin Engage Agents - Collect Data Only

Merlin Engage - Agent Handovers

Monitoring Merlin Engage Agents

Merlin Engage

Release Notes

Release Updates Q4 2026

Release Updates Q3 2026

Release Updates Q2 2026

Release Updates Q1 2026

2026 Release Notes

Release Updates Q4 2025

Release Updates Q3 2025

Release Updates Q2 2025

Release Updates Q1 2025

2025 Release Notes

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

Set Up Multi-Factor Authentication

Security & Login