LEGAL SOFTWARE

#1 legal CRM for client intake

Lawmatics uses the best of automation and AI to help you convert more leads, nurture stronger relationships, and eliminate repetitive tasks.

Summer 2025 Grid Leader
Best Software 2025 Top 50 Legal Products
Bronze 2025 Stevie Winner For Sales Customer Service
Hipaa Attestation Verified by Assurancelab
Soc 2 Type 2 Verified by Assurancelab
Sales and Marketing "The Sammy" Technology Award 2024
Client Intake

Grow faster with legal case intake software built for law firms

The client journey starts here. Our legal case intake software turns inquiries into booked consults and signed agreements — while eliminating the bottlenecks that slow firms down. Start with customizable law office intake form templates, then automate every step, from follow-ups to scheduling, using powerful client intake software designed specifically for law firms.

Discover the value of client intake software

Step 01

Capture interest instantly

Respond to inquiries immediately with email or text messaging for law firms

As soon as a lead submits a client intake form, Lawmatics automatically follows up with a personalized text or email.

Step 02

Stay top of mind with every lead

Nurture prospects with email drip marketing automation campaigns

Deliver the right message at the right time. Automated campaigns keep leads engaged while you focus on your practice.

Step 03

Book appointments automatically

Auto schedule initial consultations and appointment reminders

Let clients pick a time that works for them. Lawmatics handles confirmations and reminders, no back-and-forth needed.

Step 04

Finalize with e‑signature

end engagement agreements with electronic signature for legal documents

When a lead’s ready, so are you. Instantly generate and send branded agreements, ready for clients to sign online.

Client Relationship Manager

Take control and build trust with client relationship management

Disjointed tools and scattered data make it hard to stay on top of every interaction. That’s why Lawmatics offers legal client relationship management software that helps you follow up consistently, and deliver a more thoughtful client experience. From initial intake through ongoing client communication, our CRM for attorneys keeps every touchpoint in one timeline, lets you segment by audience, and automates reminders across the entire lifecycle — driving both efficiency and client satisfaction.

Track how prospects find you, whether it’s through referrals, marketing campaigns, or organic traffic.

Use advanced law firm software to monitor tasks, calls, emails, and forms — so nothing slips through.

Group leads or clients by stage, practice area, or behavior with audience segmentation software.

Create, manage & send to any segment of clients or leads with newsletter marketing for attorneys.

Discover the value of CRM for attorneys

Real customer, real results

Nesevich Law thrives with Lawmatics

The Creator’s Law Firm thrives with Lawmatics

Leppard Law thrives with Lawmatics

Bourassa Law Group thrives with Lawmatics

20

hours saved per week

400
%

revenue increase

12

new staff hired

10

hours saved per week per employee

7
%

increase in profit YoY

25

increase in lead conversions

10

hours saved per week per employee

101
%

YoY growth rate

12

conversion rate increase

40

hours saved per week

5

days cut from intake

2

new staff hired

Legal data analytics

Turn insights into action with law firm reporting

Take the guesswork out of marketing. Lawmatics puts powerful, visual performance dashboards in your hands, helping you optimize every stage of the client journey. With actionable legal data analytics, you can uncover bottlenecks, track staff efficiency, and clearly measure ROI — all from one central place.

Client intake trends

Spot drop-offs and refine your client intake pipeline for better conversion.

Marketing ROI

Monitor which email drip campaigns are driving the most leads and revenue.

Custom dashboards

Create custom visualizations to show your legal team’s performance.

Productivity reports

Track task management and team performance at a glance.

See what our customers are saying

"If I were to create an intake platform, it would look exactly like Lawmatics."

Matthew Sullivan
Chief Operating Officer
Sullivan Law & Associates

"With Lawmatics, I've noticed an increase in people showing up for their appointments and actually hiring us."

Corinne Kraayeveld-Verwijs
Practice Manager
Kraayeveld Law Offices

"Lawmatics just gives us an opportunity to grow faster than other firms."

Russ Nesevich
Founder & Managing Partner
Nesevich Law, LLC

"Lawmatics saves you so much time that you’re losing money by not automating with Lawmatics.”

Conti Moore Smith
Managing Partner
Conti Moore Law Divorce Lawyers, PLLC

"Lawmatics is simple to use, and it gets results."

Harjit Grewal
Founder & Director
Sterling Immigration Ltd.

"Lawmatics has helped us to be on point with our response time."

Shawna Goldman
Legal Intake Supervisor
Bourassa Law Group

"Lawmatics helps us instantly triage to identify our best leads — and that's how you win a numbers game."

Joel Leppard
CEO & Managing Attorney
Leppard Law

"Now I know which of my marketing lead sources are actually converting better and I can accurately forecast our performance."

David Lehr
Managing Attorney
Strongest Defense
Legal data analytics

Turn insights into action with law firm reporting

Take the guesswork out of marketing. Lawmatics puts powerful, visual performance dashboards in your hands, helping you optimize every stage of the client journey. With actionable legal data analytics, you can uncover bottlenecks, track staff efficiency, and clearly measure ROI — all from one central place.

Measure your growth with legal data analytics

Keep every lead moving forward

Lawmatics gives you a kanban-style pipeline management view of your intake process, so you can see exactly where each lead stands. As leads move from stage to stage, automation triggers the right actions, like sending appointment reminders, without you lifting a finger.

Efficiently check for conflicts

Lawmatics makes it easy to run efficient, accurate conflict checks without breaking your workflow. When a new lead is added, the system automatically scans your database for potential conflicts, flagging any matches before you get too far into the intake process.

Automate task assignments

Use workflow automation for law firms to keep your team aligned. As leads book consults or move through your pipeline, Lawmatics automatically creates and assigns tasks. That way, your team always knows what legal work to do next.

Reach the right audience

Stop sending one-size-fits-all messages. With our audience segmentation software, you can automatically tag contacts based on behavior, case type, or intake stage — and trigger the right message to the right person at the right time.

LEGAL SOFTWARE INTEGRATIONS

Seamless integrations with your entire tech stack

Lawmatics connects with the tools your firm uses every day — from calendaring and virtual receptionists to law practice management software — so everything works together, effortlessly.

Data-Informed Marketing Propels Houston Bankruptcy Firm

Daniel Ciment
Owner & Attorney
,  
Ciment Law Firm, PLLC
Legal automation software

Grow your firm with a complete legal client platform

Do more with fewer tools — and less effort. From intake to follow-up, Lawmatics is a modern legal software experience that replaces manual busywork with automation, visibility, and client-centered touchpoints.

Be more efficient

Say goodbye to spreadsheets and scattered notes. Streamline client management using tags, filters, and dashboards that let your team see exactly what’s happening — and what’s next.

Automate the monotonous

Save time on administrative work. Let our legal technology handle repetitive tasks like follow-ups and file sharing.

Deliver a better experience

First impressions matter. Impress clients with fast communication, swift intake, and a branded e-signature tool that makes signing easy. Your clients will notice the difference.

Put your marketing on autopilot

Run intelligent email drip campaigns with marketing automation software that fits how your firm communicates.

Convert more qualified leads

Lawmatics helps you attract, engage, and close new business with purpose. Automate intake, track interest, and turn more inquiries into paying clients — with less lift from your team.

Ready to grow your law firm with Lawmatics?

Schedule a demo of legal’s most trusted growth platform.