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Latest Open Coaching Drop

The Naming Mess That Slows Everyone Down

4 Views Oct 16, 2026
Does your Lawmatics account have four things called “intake”? Two forms, a phone call, and an automation named Intake 2, and nobody on the team can say which one is live? That quiet confusion is why leads miss welcome emails, reports get built twice, and a simple fix turns into a two hour hunt. In this Open Coaching session, Beth…
Video Details

Legal Tech Academy Video Library

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Go Deep on Lawmatics’ Automated Intake
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📚 Open Coaching Sessions

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The Naming Mess That Slows Everyone Down
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Where is Your Law Firm Losing Clients? The Revenue-First Ai Blueprint for Intake & Operations
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When One Pipeline Becomes Too Much (Part 2)
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Is Your Lawmatics Pipeline Helping or Hurting You? (Part 1)
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Lawmatics Tasks
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Demystify the Transition Into Auto-Scheduling
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The Anatomy of an Automation
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Drip Campaigns Are Your Superpower
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Master the New Lawmatics Upgrades
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The Intake Call That Qualifies for You
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Designing a Firm That Can Say Yes More Often
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The Silent Stress in Your Firm
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The Version of You That Works at Night
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The Hidden Drag On Your Day
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Why Your Firm Feels Fragile
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When Comfort Becomes the Bottleneck
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From Friction to Facts
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Predictable Power
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Think You Know What Clients Value Most? These Law Firm Advisory Boards Reveal the Truth
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The Ultimate Legal Tech Audit
Stop Wasting Money on Redundant Software Licenses
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Stressed Law Firm Staff? | Learn How to Make Stress Your Superpower with Dr. Carrie Johansson
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The Client Journey
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From Click To Client
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Go Deep on Lawmatics’ Automated Intake
Live Demo!
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Cultivating a Culture of Continuous Improvement (pt 2 of 3)
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Cultivating a Thriving Environment for Process Improvement (pt 1 of 3)
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Law Firm Strategies for High-Impact Marketing Meetings – Special Guest
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How to Conduct a Law Firm Team Meeting (Legal Tech Open Coaching) – March 22, 2024
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The Right Tech for Your Law Firm (Legal Technology Open Coaching) – Dec. 15, 2023
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Law Firm Task Management (Legal Technology Open Coaching) – Nov. 10, 2023
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💡 Legal Tech Tips & Tricks

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The Many Uses of Forms in Lawmatics
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Stop Mixing Up Your Lead Data
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Master the New Lawmatics Upgrades
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Law Firm Youtube Hack
Use Ai to Instantly Analyze Video Metrics & Find Winning Topics
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Lawmatics +1 Trick
Send Agreements to Multiple Clients with the Same Email!
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Ettinger Tech – Conquer Advanced Task Management in Your Law Firm
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🚧 13 Obstacles to a Law Firm’s Success

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Law Firm Obstacle 1 | Are You Fast Food or Five Star Dining
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Law Firm Obstacle 2 | Be a Lawyer, You Paid A Lot to Become One
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Law Firm Obstacle 3 | Find Your Weakest Link (Law Firm Processes)
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Law Firm Obstacle 4 | Gps Your Location (Law Firm Reporting)
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Law Firm Obstacle 5 | You Can Pay Your Team to Think (Solicit Your Team’s Ideas)
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Law Firm Obstacle 6 | Compassion Only Takes You So Far (Business Mindset)
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Law Firm Obstacle 7 | Dem Bones, Dem Bones (Problem Solving with a Fish in a Law Firm)
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Law Firm Obstacle 8 | Marketing Your Law Firm For Free (Creating a Culture of Referrals)
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Law Firm Obstacle 9 | The Right Tool for the Job (Legal Technology)
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Law Firm Obstacle 10 | Frame Your Law Firm with Workflows (Legal Database)
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Law Firm Obstacle 11 | Robots Won’t Kill You (Legal Technology Ai and Automation)
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Law Firm Obstacle 12 | Make Your Finish Lines (Legal Technology Implementations)
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Law Firm Obstacle 13 | How to Eat the Entire Elephant (Legal Technology)
100 Views Dec 18, 2023

⚙️ Lawmatics

WATCHED
▶
Intake Team
Stop Handing Attorneys a Mystery
9 Views Oct 02, 2026
WATCHED
▶
The Many Uses of Forms in Lawmatics
13 Views Sep 25, 2026
WATCHED
▶
Stop Mixing Up Your Lead Data
Lawmatics Marketing Setup
37 Views Sep 18, 2026
WATCHED
▶
Stop the Scheduling Chaos
13 Views Sep 11, 2026
WATCHED
▶
Seamless Signing
Real-World Lawmatics Packages & Fee Agreements
18 Views Aug 14, 2026
WATCHED
▶
When One Pipeline Becomes Too Much (Part 2)
12 Views Jul 24, 2026
WATCHED
▶
Is Your Lawmatics Pipeline Helping or Hurting You? (Part 1)
13 Views Jul 10, 2026
WATCHED
▶
Are You Tracking the Numbers That Matter?
7 Views Jun 12, 2026
WATCHED
▶
Designing for the Lazy Client
7 Views May 29, 2026
WATCHED
▶
The Client Who Never Calls Back
7 Views May 15, 2026
WATCHED
▶
Kill the To-Do List
Why Your Task List is Lying to You
23 Views May 08, 2026
WATCHED
▶
Lawmatics Tasks
The Manual Work Your CRM Still Needs a Human For
51 Views May 01, 2026
WATCHED
▶
Demystify the Transition Into Auto-Scheduling
52 Views Apr 24, 2026
WATCHED
▶
Your Marketing Is Running, But Is It Working?
50 Views Apr 17, 2026
WATCHED
▶
The Anatomy of an Automation
76 Views Apr 10, 2026
WATCHED
▶
Drip Campaigns Are Your Superpower
Stop Abandoning the 20% – Live Demo
58 Views Mar 27, 2026
WATCHED
▶
Master the New Lawmatics Upgrades
A Walkthrough of the New Matter Details Screen Updates
48 Views Mar 20, 2026
WATCHED
▶
The Intake Call That Qualifies for You
40 Views Mar 13, 2026
WATCHED
▶
When Comfort Becomes the Bottleneck
18 Views Jan 23, 2026
WATCHED
▶
Your Worst Client Experience Rebooted
24 Views Jan 09, 2026
WATCHED
▶
Design Your Law Firm’s Signature Client Experience Clients Remember and Refer
54 Views Dec 12, 2025
WATCHED
▶
The One Shift That Changes Everything in Your Law Firm
From Doer to Architect
28 Views Dec 05, 2025
WATCHED
▶
Why Smart Automation Is the Future of Law Firms (and How to Start Today!)
20 Views Nov 11, 2025
WATCHED
▶
How to Properly Merge Lawmatics Matters
Preserve Original Dates for Accurate Reporting
22 Views Nov 05, 2025
WATCHED
▶
The Secret to Letting Robots Handle Repetitive Work Without Losing the Human Touch (Lawmatics)
14 Views Oct 31, 2025
WATCHED
▶
Lawmatics +1 Trick
Send Agreements to Multiple Clients with the Same Email!
51 Views Oct 07, 2025
WATCHED
▶
Stop The $1,000,000 Leak
Mastering Client Conversation for Law Firm Profit
57 Views Oct 03, 2025
WATCHED
▶
Referral Engine Mastery for Law Firms
How to Get, Track & Report Referrals in Lawmatics
61 Views Sep 26, 2025
WATCHED
▶
The Client Journey
Using Legal Technology to Automate Reviews and Maintenance Programs
30 Views Sep 19, 2025
WATCHED
▶
Go Deep on Lawmatics’ Automated Intake
Live Demo!
563 Views Sep 05, 2025
WATCHED
▶
Mastering Legal Intake
Essential Law Firm CRM Components & Lawmatics Strategies
83 Views May 09, 2025
WATCHED
▶
Automatically Create Folder Groups in Lawmatics
33 Views Feb 05, 2025
WATCHED
▶
Stop Lawmatics Calendar Chaos! Never Double-Book Again
53 Views Nov 27, 2024
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Lawmatics Client Portal
100 Views Apr 03, 2024
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