About Lawmatics

Lawmatics Review: Marketing Automation for Law Firms

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Lawyerist Rating for Lawmatics


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.

Community Rating: 4.7/5 (based on 3 ratings)

The community rating is based on the average of the community reviews below.

Composite Rating: 4.6/5

The composite rating is a weighted average of our rating and the community ratings below.


Product Details

  • 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.


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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.


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.

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

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  • Integrates with Clio Manage
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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?

Lawmatics offers custom pricing plans for law firms of all sizes so that you only pay for what you need. Get your custom quote here.

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?

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.

Who Lawmatics is for

Lawmatics’ CRM and email features are a good fit for attorneys who 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 looking to integrate other tools like CallRail and leverage their data to market more effectively.

Alternatively, 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.

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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Lawmatics Community Reviews


Based on 3 Ratings

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  • Kevin H. says:

    Amazing product

    I have been working with them for the last 6 months and both their product and their customer service are amazing, plus they have new features almost every month.
  • Daniel K. says:

    Lawmatics is Cutting Edge

    Lawmatics Review: 5/5 stars

    Automates processes like emails, contracts, signatures, and reminders.
    Excellent for lead management.
    Integrates with other legal CRMs, streamlining workflows and exporting data.
    Allows naming conventions for converted matters.

    Lacks easy way to retain money-type variables from certain roles.
    Overall: Powerful legal CRM with automation, integrations, and flexibility. Highly recommended.

  • . says:

    Great Software for Note-taking and Automations

    My favorite thing about Lawmatics is the endless possibilities with the customizable automations, and the automated syncing with Clio. Lawmatics is great for note-taking, task-setting, and overall giving a clear assessment of the status of the case up until hire. The only thing that could use some work is the amount of steps required to manually adjust certain things. I think some things could be more user-friendly. Other than that, loving Lawmatics!
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