Law firm CRM

The foundation of the modern law firm

Finally, a Legal Intake Solution, Marketing Automation, and Law Firm CRM software all in one. Automate your law firm and work smarter, not harder — welcome to the future of legal technology.
client intake software; law firm crm
Attorney At WorkG2 High Performer - Summer 2021G2 High Performer Fall 2021Lawyerist Affinity PartnerLegal Tech Publishing - Selected Provider 2021Legal Tech Publishing - Selected Provider 2021TechnoLawyer - Top Product Award 2019
client intake software; law firm crm

Client Intake Forms

Focus your attention where it’s needed most with legal case intake software

Create a repeatable process you can set and forget with Lawmatics law office intake form templates. Spend time on the most valuable tasks and let your legal CRM handle your client intake and marketing efforts.
Respond to new leads via email or text messaging for law firms
Auto schedule initial consultations and appointment reminders
Trigger engagement agreements to be built and sent with our electronic signature for legal documents
Set up email drip marketing automation campaigns to keep your client base engaged
Learn more about Client Intake Software
So very glad we invested in this program when we did. We are getting more use out of it than we imagined we would ever have to. We are now using an automatic intake form, video-conferencing through GoToMeeting for our consultations, and e-sign with our rep. agreements.
— Alicia Bostrack, Orchard Law Firm

Workflow Automations for Law Firms

Automations in law firms turns old business into new business

Our CRM for lawyers enables you to not only connect with new clients, but re-engage with your collected database of past clients with law firm documentation automation. Keep your firm at arm’s reach for them when a new opportunity arises. Workflow automation for law firms is the simplest way to create a new stream of revenue!
Create campaigns to email past clients on birthdays, holidays & more
Stay on top of incoming emails from former clients with auto follow-ups
Track & analyze referral sources and repeat clients with law firm performance management
Create, manage & send to any segment of clients or leads with newsletter marketing for attorneys
Learn more about Law Firm Automation Software
client intake software; law firm crm
I just want to say again that you've been exceptionally knowledgeable and helpful. This has hands-down been the best on-boarding/training process I've been through in the legal software industry. We're excited to get fully transitioned and start making use of the awesome features Lawmatics has to offer.
— Mark Petell, Frye Law Group
client intake software; law firm crm

Client Relationship Manager

Effortless follow-ups with the #1 CRM for lawyers

Implement automated follow-ups to ensure that you respond to potential clients immediately with our all-in-one legal CRM. Don't let anyone fall through the cracks.
Greet new leads with a personalized message
Send out automated reminders and confirmations
Keep track of all touchpoints in an organized timeline with audience segmentation
Have all client information ready and in one place
Learn more about our CRM for attorneys

Impress Your Clients


Wow leads with your modern approach

Your clients will be impressed by your organized and tech-savvy methods for handling their case from the minute they reach out to your firm. From easy & instant esign for legal documents, to automatic follow-ups, our software delivers a cutting-edge approach that will WOW your clients.

Build relationships with automated follow-ups

Lawmatics’ database instantly captures and saves a lead’s information, sending automatic follow-ups at the perfect time! No more setting reminders or digging through post-its to find a lead’s number. Document automation software makes it easy to engage new leads and improve client relationships.

Keep clients updated with automated reminders

Your clients have a lot going on — just like you. Keep them up to date with the latest details of their case and appointment reminders thanks to automation. They’ll love the consistent attention to their case and top-notch organization.

Be More Efficient

Say goodbye to spreadsheets & search bars

With one centralized platform, you can see the status of all your leads and clients at a glance with true legal data analytics. With a detailed & highly visual dashboard, you’ll know what needs to be done & when. Quickly find the contact you need by organizing your clients with customized categories and tags.

Automate the monotonous

Take time-saving shortcuts by automating processes that would normally take hours or even days. Create error-free, customizable documents with a few clicks. Share files instantly and securely. Move things along fast with our e-signature tool and other automated software.

Put your marketing on auto-pilot

Our customizable audience segmentation software enables you to connect with leads through an efficient, yet personalized approach. Create tailored email drip campaigns that send to the right person at the right time. Just set it and forget it, and return your focus to billable work!

Win More Business

Focus on what you do best

Stay connected to your new leads and existing clients and never miss out on an opportunity. While Lawmatics works behind the scenes to bring you more business and keep your clients happy, you can focus your attention on what you do best.

Engage the right leads at the right time

Track the client journey from the moment a new lead engages with your firm. Lawmatics keeps tabs on all potential business in one centralization location, so you can easily see which leads are ready for next steps and when to reach out.

Identify new opportunities for your law firm

Our highly visual analytics provide in-depth data that's easy to understand, so you can identify any bottlenecks in your client intake process, boost & monitor staff productivity, and ultimately drive more revenue. Lawmatics makes it ridiculously easy to measure what’s working and what’s not!
law firm reporting software

Law firms love Lawmatics

Our customers give their clients the client-focused experience they deserve. Learn how they do it all with Lawmatics.
Conti Moore Smith
Case Study

How Lawmatics Helped Conti Moore Law, PLLC Save Time and Cut Costs While Driving 2x Growth

Conti's law firm has doubled the amount of business it is handling in the last year. With Lawmatics, they are well equipped to efficiently manage the increase in work.
Hollie Del Vecchio
Case Study

How Lawmatics Helped Adaptive Law Firm PS Streamline Client Intake and Save Thousands of Dollars in Operating Costs

Using Lawmatics directly translates into real cost savings for this small law firm in Washington.
attorney client software
Case Study

How Nesevich Law Used Lawmatics to Drive More New and Repeat Business

With the help of Lawmatics, solo estate planning and elder law attorney, Russ Nesevich from New Jersey found a new strategy in growing his practice

Ready to learn more about growing
your firm with Lawmatics?

Sign up for a product demo today
Contact us if you have any questions
(800) 883-1105