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Lawmatics
Lawmatics is an advanced, 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.
Lawmatics Rating:
4.5/5
Features
Customer Experience & Support - 8.75/10
8.8/10
Pricing & Value - 8/10
8/10
Security - 10/10
10/10
Innovation & Future-Proofing - 9.5/10
9.5/10
9.1/10
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Details
Rating Breakdown
Our Rating: 4.5/5
Our rating is based on our subjective judgment. Use our resources—including our rating and community ratings and reviews—to find the best fit for your firm.
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.
A core feature of marketing automation software and many intake and CRM tools is the ability to automate workflows like follow-up emails after a potential client inquiry, pre-consult questionnaires, new client onboarding, and more.
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Appointment Scheduling
With appointment scheduling, you can connect your calendar and let potential clients pick consultation slots right from your website.
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Calendar Sync
Sync up your calendar so you can see associated appointments when viewing a potential client's record.
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Email Templates
Building out your marketing workflows is quicker and easier if you have templates to work from.
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Email Sync
Sync up your email account so you can see emails sent or received when viewing a potential client's record.
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Text Messaging
While email is a fairly standard part of most software, your clients may prefer text messaging. If so, you'll want to keep track of them in your software so you can see your conversations associated with potential clients.
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Document Templates
When it comes to intake questionnaires or engagement letters, a template can help get you up and running with your software more easily.
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eSignatures
Allow clients to sign and return documents quickly, using their computer or phone—but not a printer.
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Analytics
See reports like the number of clients in each stage of your marketing or intake process, or the return on investment from your various marketing investments.
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Software Integrations
Clio
LawPay
PracticePanther
Things you might want to know
Custom 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.
