Lawmatics is a law-firm focused CRM that features an automated intake process, custom emails for drip campaigns, and custom fields and reporting to help you better manage new and current clients and optimize your intake process.
Automated workflows. In addition to automating your entire intake process, you can also automate emails, tasks, sending documents for e-signatures, and more, freeing up more of your time to practice law, take up a new hobby, or do whatever you prefer with all that extra time.
Custom email suite. Lawmatics features email templates to send to clients for a variety of purposes, including email drip campaigns. If you don’t like any of their templates, you are able to create your own. In the same vein, you are also able to create custom lists of contacts, which means you can send certain emails to certain people more easily. These features combined are a great way to personalize your communication with clients and contacts.
Built-in e-signature. Lawmatics has a built-in e-signature suite, which means that you can send out fee agreements, and other documents that require a signature, over email so you can get those documents back more quickly. It also has a document automation feature complete with customizable document templates. So you have document automation combined with e-signature all within Lawmatics.
Lawmatics pricing starts at $80/mo for one user with up to 500 contacts. This price does not include the one-time onboarding fee, which is either $499 for a basic onboarding service, or $1500 for a customized onboarding service.
Things you might want to know
Integrations. Lawmatics currently integrates with Clio, LawPay, and PracticePanther with more integrations on the way.
Create and demand forms. Well, it would be more accurate to say you can create custom forms and questionnaires and create custom file requests for clients. You can customize the fields, questions, and style you need for a particular matter, practice area, or case. The custom forms can be embedded into your website, making it super easy to collect the data you need. For file requests, clients will receive a link to a straightforward webpage prompting them to upload the documents you requested. Easy peasy.
Custom reporting. So what are you going to do with all that data you’ve collected from your custom forms? Why, custom reporting of course! Analyze that data in any way you see fit to gain a better insight into your procedures and approach and dominate your client interactions.
Who Lawmatics is for
Lawmatics’ CRM and email features are a good fit for attorneys that want a custom approach to their client interactions, though it will be most useful for attorneys who want to utilize a seamless digital approach to client intake.