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11 articles in this collection
Written by Matt Spiegel and Anna Gasperlin

Getting Started Overview

A helpful video to get you started with Lawmatics. Learn how to get your account set up with the important pieces in our platform.
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Written by Anna Gasperlin
Updated over a week ago

Contacts v. Matters

Learn the difference between contacts and matters in Lawmatics
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Written by Anna Gasperlin
Updated over a week ago

Creating Matters

Learn all the different ways to create matters in Lawmatics
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Written by Anna Gasperlin
Updated over a week ago

(Video) Custom Field Overview

Tutorial and strategy for creating and using custom fields
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Written by Matt Spiegel
Updated over a week ago

Sending Forms and Documents to Clients

Learn how to easily send forms and documents in Lawmatics
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Written by Anna Gasperlin
Updated over a week ago

Tasks Overview (Video)

Everything you need to know about using tasks in Lawmatics!
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Written by Anna Gasperlin
Updated over a week ago

Pipeline Overview

Learn about how to use pipelines in Lawmatics
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Written by Anna Gasperlin
Updated over a week ago

Create and Send Email Templates

Read about the different types of emails you can create, as well as the various ways to send them.
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Written by Anna Gasperlin
Updated over a week ago

File Request Templates

Learn how to easily and automatically collect documents from your clients.
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Written by Anna Gasperlin
Updated over a week ago

Custom Reporting(Video)

Overview of custom reporting in Lawmatics
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Written by Anna Gasperlin
Updated over a week ago

Importing Matters and Contacts

Step by Step guide for importing data into Lawmatics
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Written by Anna Gasperlin
Updated over a week ago