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.
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.