Lawmatics

Forms

Quick Use Forms

Booking Forms

Avoiding Duplicates from Forms

Custom Form Type - Matter vs. Contact

External v. Internal Custom Forms

Sending and Submitting Forms

How Form Autosave Works

Create, send, and manage forms for intake and data collection.

Forms Overview

Adding Fields to a Custom Form

Hidden Form Fields

Conditional Logic in Custom Forms

Relationship Blocks

Collection Blocks

Standard Blocks vs. Relationship Blocks

Form Settings - Redirect Link & reCaptcha

Pagination on Custom Forms

Create Objects from Custom Forms (Advanced Options)

Password Protected Forms

Company Matter Forms

Customize form fields, logic, and settings to fit your needs.

Building Forms

Embedding a Custom Form on Your Website

Form Styling with Embed Editor

Embedding Multiple Lawmatics Forms on a Webpage

Fixing Lawmatics Form Not Showing in Safari, Firefox, and Mobile

Add Lawmatics forms to your website and control their appearance.

Embedding Forms

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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.

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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.

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

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

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

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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

Bi-Weekly Workshops

Webinar Series

2026 Webinars

2025 Webinars

2024 Webinars

2023 Webinars

2022 Webinars

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

Lawmatics Account - Update Billing

SMS & MMS Pricing

Account Billing & Subscription

General Settings Overview

Practice Areas

Matter Auto-Numbering

Appointment/Event Settings

Statute of Limitations

Round-Robin Settings

Call Settings

Email Domain Validation

Firm Settings