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Lawmatics Review: Marketing Automation for Law Firms

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Lawyerist Rating for Lawmatics

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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.

4.5/5

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Overview
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What is Lawmatics?

Lawmatics is a legal-specific Client Relationship Manager (CRM). It boasts a robust client intake app and a marketing add-on. With Lawmatics, lawyers can track their potential new clients from the education portion of their marketing funnel all the way down to client intake. Lawyers who are looking for substantial functionality in their CRM will likely want to review Lawmatics.

Starting Cost: $199/m (Lite - Client Intake) $249/m (Pro - Intake & Marketing) Enterprise pricing also available - $399 one-time setup fee

Pros
  • Automations
  • Integrations
  • Marketing Tracking
Cons
  • Not Turn-key
  • Lacks PI Integrations
  • Expensive
Overview
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Lawmatics Review: Marketing Automation for Law Firms Features

Customer Experience & Support

/5

Price & Value

/5

Security

/5

Innovation & Future-Proofing

/5

Overview
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Lawmatics Review: Marketing Automation for Law Firms Demo

Overview
Featured Rating
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Compare with Other Intake CRM Products Download the Field Guide

Product Details

Apps
  • Web
Software Integrations
  • Clio
  • PracticePanther
  • LawPay
  • Zapier
  • FileVine
  • LEXReception
  • smith.ai
  • RocketMatter
  • CallRail
  • Smokeball
  • Kenect
  • WealthCounsel

Core Features

For Intake CRM, the following are essential features, and you should therefore expect to see a check in every box in this section.

Yes
No

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Automated Workflows

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.

Appointment Scheduling

With appointment scheduling, you can connect your calendar and let potential clients pick consultation slots right from your website.

Calendar Sync

Sync up your calendar so you can see associated appointments when viewing a potential client's record.

Email Templates

Building out your marketing workflows is quicker and easier if you have templates to work from.

Email Sync

Sync up your email account so you can see emails sent or received when viewing a potential client's record.

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.

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.

eSignatures

Allow clients to sign and return documents quickly, using their computer or phone—but not a printer.

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.

Client Portal

Communicate with clients, exchange documents, and provide clients with secure, real-time information on the status of their case. Client portals can set the tone with clients from the beginning.

Compare Lawmatics Similar Products

Select another product to compare:

Lawmatics

4.5/5

Lawmatics CRM logo
Become a Lawyerist Subscriber to get your discount.
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Pros
  • Automations
  • Integrations
  • Marketing Tracking
Cons
  • Not Turn-key
  • Lacks PI Integrations
  • Expensive

Clio Grow

4.3/5

Clio Logo
Pros
  • Integrates with Clio Manage
  • Broad Appeal
  • Great for Solos
Cons
  • Not for PI Intake
  • Limited LPMS Integrations
  • Lacks Marketing Tracking
Read Clio Grow Review

Freshsales

4/5

freshsales logo
Pros
  • Marketing Add-on
  • Affordable
  • Automations
Cons
  • Limited LPMS Integrations
  • Not Legal Specific
  • Not Turn-key
Read Freshsales Review

Frequently Asked Questions

Where can I use Lawmatics?

To use Lawmatics, you must have an internet connection and a modern web browser.

What is the price of Lawmatics?

Prices start at $199 per month for 3 users, plus a $399 one-time setup charge.

Does Lawmatics integrate with my Law Practice Management Software?

It integrates with Clio, Filevine, Practice Panther, Rocket Matter, and Smokeball.

Does Lawmatics have client forms for my website?

Yes. With a drag and drop custom form-builder, this software makes it easy to design forms and seamlessly embed them into your website.

Does Lawmatics have project or task management?

Yes. The customizable dashboard provides you with the tools to track potential clients through their journey with the law firm.

Can Lawmatics track my marketing efforts?

Yes. With built-in analytics tools, the program can help you measure the efficacy of marketing campaigns.

Can I accept online payments with Lawmatics Review: Marketing Automation for Law Firms?

Yes. With Lawmatics Payments tool, clients can securely pay their invoices online via credit, debit, or ACH.

Does Lawmatics integrate with Calendly?

No. However, its integration with Zapier will help you work around this to keep your calendar straight.

Is Lawmatics good for solos?

Yes. The automation tools help take on burdensome marketing and administrative tasks so that you can get back to practicing law.

Can I send engagement letters through Lawmatics?

Yes. The product offers document and marketing automation tools to assist with your firm’s CRM at every step of the process.

Additional Details about Lawmatics

LM[AI]. Defeat writer’s block using the latest generative AI technology. With LM[AI], Lawmatics can write the first draft of an email for a user. This makes it easy to create effective marketing materials to bring in new clients.

Custom Automations. With automations for both client intake and marketing, Lawmatics will not only help users reach out to clients but also follow up with them. The firm can customize every element of the process to match its goals.

Audience Segmentation. With custom forms comes custom data. Lawmatics can analyze data and create reports so that the firm better understands its clientele and create distinct groups to target with targeted marketing campaigns.

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! Review your data in Lawmatics in any way you see fit. You’ll gain better insight into your procedures and approach. And, more importantly, you’ll enhance your client interactions.

Not sure where to begin? Download our Field Guide

Take the guesswork out of researching, purchasing, and implementing the right legal tech products and services for your law firm. Our Field Guide answers your essential questions and breaks down the features most important to your business, so you can buy with confidence.

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