Ask Merlin Copilot. Watch it go to work.

Merlin Copilot is an AI add-on for the Lawmatics platform that acts as a conversational, agentic assistant for law firm staff. Users describe what they need in plain language, and Merlin Copilot builds automations, generates reports, and surfaces answers from the firm's live Lawmatics data. It works inside the Lawmatics platform alongside the tools your team already uses.

Merlin Copilot is not included with a standard Lawmatics subscription. It is a separate add-on that customers can purchase based on their needs, and it requires an active Lawmatics subscription to use. The core Lawmatics platform — including CRM, intake, automation, and reporting — is fully functional without Merlin Copilot.

Merlin Copilot helps law firms get more done inside Lawmatics by turning plain-language requests into completed work. It builds automations from a single description, generates reports without manual setup, answers questions about firm data in real time, surfaces trends across leads and matters, and guides users through Lawmatics features. Common uses include pulling performance metrics, looking up matters or contacts, and creating automations.

Merlin Copilot accesses your firm's live Lawmatics data to deliver answers grounded in your current activity. It’s an addition to the Lawmatics platform, which is HIPAA and SOC 2 Type II compliant. The firm controls what Merlin Copilot can act on, and users review and approve any work it produces before it goes live.

Merlin Copilot is built for every role at a law firm that uses Lawmatics. Attorneys use it to look up matters and build follow-up automations without leaving billable work. Intake coordinators use it to prep for calls and manage the lead pipeline. Office managers use it to build workflows and run reports without needing a power user on staff. Marketing teams use it to draft campaigns and nurture sequences, and firm leadership uses it to ask performance questions and get answers grounded in real firm data.

Merlin Copilot can be added to your Lawmatics subscription without Merlin Qualify or Merlin Engage. When used together, the three add-ons form a connected AI suite: Merlin Qualify identifies your highest-value leads, Merlin Engage handles personalized outreach automatically, and Merlin Copilot ties it all together with conversational access to your firm's data and workflows.

Merlin Copilot is purpose-built for law firm operations inside Lawmatics, while general-purpose AI assistants like ChatGPT are built for open-ended tasks across any subject. Merlin Copilot reads your firm's live Lawmatics data, builds working automations inside the platform, and understands how law firm intake, matters, and pipelines actually function. It also operates within firm-defined guardrails, so users and firms always stay in control.