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For Intake CRM, the following are essential features, and you should therefore expect to see a check in every box in this section.
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.
With appointment scheduling, you can connect your calendar and let potential clients pick consultation slots right from your website.
Sync up your calendar so you can see associated appointments when viewing a potential client's record.
Building out your marketing workflows is quicker and easier if you have templates to work from.
Sync up your email account so you can see emails sent or received when viewing a potential client's record.
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.
When it comes to intake questionnaires or engagement letters, a template can help get you up and running with your software more easily.
Allow clients to sign and return documents quickly, using their computer or phone—but not a printer.
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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Lawmatics is a cloud-based Client Relationship Management tool that can be used from any modern browser.
Lawmatics offers two products with their CRM; Intake, and Marketing. Intake will run you $99.99 per month, while the Marketing add-on will increase your pricing to $129 per month. There is a $399.00 one-time set-up fee associated with either of these configurations.
Lawmatics integrates with many of the most popular LPMS systems, including Clio Manage, Smokeball, PracticePanther, FileVine, and Rocket Matter.
Yes. With Lawmatics it is relatively easy to integrate intake forms into your current website. This can help automate a vast portion of your intake process for you.
Yes. Lawmatics has agile-style project management built into their platform. This allows lawyers to track PNCs as they move through the intake process.
Yes. With the Marketing add-on, lawyers can easily track their advanced, multi-channel marketing efforts, both digital and offline.
Yes. Lawyers can accept ePayments through Lawmatics' integration with LawPay.
As of this review, Lawmatics does not directly integrate with Calendly. However, their documentation will walk users through how to set up a Zapier automation to work around this.
Lawmatics is good for solos to medium-sized law firms that are taking an active role in their marketing and are looking to streamline their intake process.
Yes. Lawmatics has a relatively easy to use document automation platform built-in.
Lawmatics’ CRM and email features are a good fit for attorneys that want a custom approach to their client interactions. However, it will be most useful for attorneys who want a seamless digital approach to client intake. Specifically, those who are looking to integrate other tools like CallRail, and leverage their data to market more effectively.
On the other hand, lawyers who are only looking to track a few clients, or simply keep up with an email list, may find Lawmatics more product than they need.
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.
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.
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