News & Updates

Will AI Replace Lawyers? Examining AI Trends in the Legal Industry

Will AI replace lawyers? Explore how AI is changing legal work, which tasks are automated, and what it means for associate attorneys.

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Will AI replace lawyers? Artificial intelligence (AI) will not replace lawyers, but it is fundamentally changing how they get legal work done. As AI becomes more embedded in research, document review, and client intake, firms are increasingly automating many traditional legal tasks. This article examines whether AI can truly replace lawyers, which legal functions are most affected, how law firms are using AI today, and what these trends mean for associate attorneys navigating an AI-driven legal industry.

AI is already reshaping how your firm gets work done. It’s changing how you handle research, drafting, intake, billing pressure, and the future of associate work.

For many firms, the real question is how to use AI without disrupting the way they already work. Firms are figuring out where AI adds value and where attorneys still need to stay hands-on, while navigating how these tools change the work without changing who’s ultimately responsible.

In this guide, we’ll examine where AI affects legal tasks, why associate attorneys feel the most pressure, how firms are using AI today, and what the next 12-24 months are likely to bring.

Will AI Replace Lawyers or Just Change the Job?

The short answer is no: AI will not replace lawyers. What it can do is automate or accelerate certain tasks lawyers have traditionally handled manually, and that distinction matters.

When people ask, "Will lawyers be replaced by AI?" or "Can AI replace lawyers?" they are usually reacting to how quickly these tools have improved at summarizing information, reviewing documents, and generating draft language.

But those capabilities are not the same as practicing law. Lawyers are still responsible for legal judgment, ethical obligations, advocacy, and client outcomes. And courts, clients, and regulators continue to hold licensed attorneys accountable.

A better question is: “Which parts of your work is AI already automating, and what does that mean for you?”

Why Associate Attorneys Feel Most at Risk

If any group in the profession feels exposed by AI, it is associate attorneys. Associates often spend a large share of their time on high-volume, repeatable work:

Document review
Contract comparison
Drafting from templates
Follow-up tied to matters in progress

Those are also the kinds of tasks AI is taking on.

It’s no surprise that many associates feel pressure as these tasks shift. Many associates are already under pressure to be faster, more accurate, and easier to justify to cost-conscious clients.

But "most exposed" does not mean associates are the most likely to be replaced. It means the tasks that make up their role are among the first to be reshaped by AI, while expectations for more substantive work rise earlier.

Legal Tasks AI Can Replace or Automate

AI is most effective at handling structured, repetitive, text-heavy, and rules-based work that slows your team down.

Legal research and case summarization

AI is already changing the first layer of legal research. Attorneys can use it for a faster first pass to:

Scan cases, statutes, and regulations quickly
Summarize large volumes of text
Highlight recurring themes
Spot potential issues faster

That means less time gathering information and more time testing whether the output is accurate, relevant, and persuasive. These are the kinds of outputs that actually move cases forward.

Contract review and document analysis

Contract review is another area where AI can help. AI can be useful in due diligence, compliance review, procurement workflows, and any matter involving large volumes of contracts or standard language, including:

Identifying clauses
Comparing language across document sets
Flagging deviations from standard terms
Surfacing inconsistencies that manual review might otherwise miss

Many firms are also exploring legal document automation software to streamline repetitive drafting and review tasks while keeping attorneys in control of the final output.

Intake, qualification, and administrative work

Some of the fastest wins come from automating intake and follow-up with predefined criteria, so no potential client gets lost. These are areas where automation and AI can reduce a major administrative burden:

Client intake
Lead qualification and routing
Follow-up
Automated scheduling and reminders

Legal Tasks AI Cannot Replace

For all the attention on automation, there are still core parts of legal practice that AI cannot replace.

AI cannot replace certain legal tasks

Legal work often involves high-stakes decisions where the details matter, and the right call isn’t always obvious. Many matters require attorneys to navigate uncertainty, emotional dynamics, and practical risk in ways that go beyond pattern recognition.

Lawyers do more than surface information. They interpret ambiguity, weigh tradeoffs, and make recommendations when the answer is not obvious. AI can help organize information and support analysis, but legal judgment still depends on attorneys.

Advocacy and negotiation

Legal advocacy is deeply human. Whether in court, at a mediation table, or in a negotiation, persuasion depends on judgment, timing, credibility, listening, and adaptation.

Strong advocates read tone, pressure, resistance, leverage, and opportunity. AI can assist with preparation, but it cannot respond to the human dynamics that shape negotiation and advocacy in the moment.

Ethical responsibility and accountability

The biggest boundary in legal practice around AI use is accountability. Lawyers have ethical duties to clients, courts, and the profession, including competence, confidentiality, candor, supervision, and professional judgment.

Those duties still rest with attorneys. They must verify the work, protect client information, exercise judgment, and stand behind the advice they give.

How Law Firms Are Using AI Today

Law firms are using AI in several practical ways today. It supports legal work by improving intake and connecting workflows inside a legal client relationship management (CRM) system.

AI as an assistant, not a replacement

In many firms, AI is being used to accelerate research, support drafting, improve consistency, and reduce time spent on routine tasks. It helps attorneys work more efficiently, but they still have to review outputs, make decisions, and stand behind the final work product.

AI in client intake, lead qualification, and routing

One of the clearest applications of AI for law firms is in client intake. AI can help firms improve the quality of information they collect, apply qualification criteria more consistently, and move leads through the right next steps with less manual effort.

For example, AI can:

Evaluate urgency: Identify inquiries that may need faster attention based on timing, case type, or stated circumstances.
Screen for practice fit: Help determine whether a matter aligns with the firm’s services before teams spend time reviewing it.
Assess lead quality: Apply defined qualification standards consistently to help teams focus on stronger opportunities. Tools like QualifyAI support this process by helping firms automate intake screening and matter qualification without crossing into the realm of legal advice.
Collect intake information: Use custom forms and structured workflows to gather client details and create more complete records from the start.
Route inquiries intelligently: Sort leads by priority, stage, or next step and direct them to the right person or process.
Automate follow-up: Trigger responses, reminders, and outreach to ensure promising leads do not stall due to delayed communication.
Support scheduling: Move qualified leads into consultations with less back-and-forth and fewer manual touchpoints.
Reduce administrative drag: Improve upstream intake so attorneys spend less time on triage and more time on billable work.

AI paired with legal CRM workflows

AI becomes more useful when it works inside a broader system. That works best when legal CRM software and legal software integrations connect intake, follow-up, and client information into a single centralized system.

When intake data flows directly into a centralized CRM, follow-up can happen automatically, and attorneys can work from more complete, organized information.

What Will Actually Change for Associate Attorneys in the Next 12-24 Months

The table below illustrates which legal tasks firms are already automating, which are likely to change in the next 12-24 months, and which still depend on human judgment.

Legal task category	Examples of tasks	Level of AI impact	Timeline
Intake and administrative work	Intake data collection, lead qualification, follow-up, and scheduling	High	Already happening
Legal research and summarization	First-pass case law research, statute summaries, issue spotting	High	Already happening
Contract review and analysis	Clause identification, risk flagging, document comparison	High	Already happening
Drafting standard legal documents	Routine motions, template-based agreements with attorney review	Medium	12-24 months
Litigation prep and discovery support	Document organization, evidence tagging, timeline creation	Medium	12-24 months
Intake decision support	Applying firm-defined qualification rules without legal advice	Medium	Already happening
Legal judgment and strategy	Case strategy, risk assessment, application of law to facts	Low	Unlikely to be replaced
Client counseling and advocacy	Client advice, negotiation, courtroom advocacy	Low	Unlikely to be replaced
Ethical and professional accountability	Malpractice liability, ethical judgment, licensing responsibility	None	Not replaceable

Fewer low-value tasks, higher expectations

Associates will likely spend less time on intake administration, document work, and other repetitive tasks that can be standardized. As a result, firms may expect associates to handle more substantive work earlier.

As routine work takes up less of the role, firms may place greater value on analytical skills, precision, and the ability to take on client-facing responsibility.

Faster feedback loops

AI-assisted systems can make performance more visible. When workflows are digitized and standardized, firms can see turnaround times, follow-up completion, response rates, matter progression, and other indicators sooner.

Faster feedback loops help strong associates stand out while also making expectations around consistency and execution clearer across the board.

Increased leverage for AI-literate associates

The associates who benefit most from AI will be the ones who adopt it quickly and use it responsibly. That starts with understanding how to prompt, review, verify, and refine outputs. It also involves knowing where automation adds value and where it introduces risk.

The real advantage comes from turning saved time into stronger work, not just faster work.

The real risks of AI in legal practice

AI can create leverage, but only if you understand the risks that come with it. Key concerns include:

Hallucinations and inaccurate outputs: AI can produce confident-sounding errors, including fabricated citations, misread authority, or oversimplified legal distinctions. In legal work, every output requires attorney verification.
Confidentiality and data privacy: Firms must handle client information carefully, and not every AI tool is appropriate for legal workflows. Tools can create risk when firms do not understand how data is processed, stored, or reused. That is why firms need clear policies, controlled workflows, and tools built for legal use cases.
Unauthorized practice of law: AI cannot independently provide legal advice. Firms can use AI to support intake, qualification, and internal workflows, but if implementation crosses into unsupervised legal advice, the risk becomes regulatory exposure.
Over-reliance and skill atrophy: Attorneys still need to build judgment, pattern recognition, and analytical strength. If AI is responsible for too much thinking, it can result in weaker legal reasoning over time.

How Associate Attorneys Can Future-Proof Their Careers

The strongest position is knowing where AI supports your legal work and where your judgment still matters most.

Focus on high-judgment legal work

The more your value depends on strategy, counseling, nuanced analysis, negotiation, and client communication, the harder you are to replace. Look for opportunities to build skills in asking better questions, improving communication, and taking ownership of recommendations.

Become AI-literate, not AI-dependent

Lawyers do not need to become AI experts. They need to understand how AI fits into their day-to-day workflows.

Learning how to evaluate outputs, identify weak reasoning, spot missing context, and supervise automated processes will better equip you to leverage AI without becoming dependent on it.

Use AI to protect billable work

AI should protect time for more meaningful work. When firms automate low-value administrative steps, intake bottlenecks, or repetitive drafting processes, you can focus your time where it adds the most value: analysis, advocacy, and client service.

The Future of Law in an AI-Driven Legal Profession

AI isn’t changing who’s responsible for legal work. It’s changing how efficiently you can get that work done.

For attorneys, AI is most useful when it automates administrative tasks and streamlines intake, follow-up, and qualification, allowing them to spend more time on substantive legal work.

As a legal CRM, Lawmatics helps firms automate intake, follow-up, and qualification through custom automations. You receive better information and fewer administrative bottlenecks, so you can spend more time practicing law.

To see how AI-supported intake fits into a modern Legal CRM, request a demo.

FAQ

Will AI replace lawyers entirely?

No. AI can automate parts of legal work, but it cannot replace legal judgment, ethical accountability, or advocacy. Lawyers are still responsible for advising clients, applying the law to specific facts, and standing behind the decisions and filings.

Are associate attorneys more vulnerable to AI?

Associate attorneys are more affected by AI-driven task automation because early-career roles often include more routine, document-heavy, and process-driven work. With AI, the structure of their work is changing, with more emphasis on analysis, judgment, and client-facing readiness.

Can AI practice law on its own?

No. AI cannot practice law independently or provide legal advice without attorney oversight. It can support research, intake, and administrative workflows, but licensed attorneys are still responsible for verifying outputs, protecting client information, and exercising professional judgment.

What legal work is safest from AI?

Legal work that depends on strategy, advocacy, negotiation, and client counseling is the least likely to be automated. These responsibilities require judgment, persuasion, relationship management, and the ability to respond to nuanced facts and human dynamics.

Should lawyers be worried about AI?

Lawyers should prepare for change, but not assume AI is replacing the profession. Firms and attorneys who learn how to use AI responsibly will be in a stronger position than those who ignore it.

Podcast Highlights: How a Legal CRM Saves Time & Increases Business | Everything Except the Law

CRM News & Updates

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The legal industry is in the midst of a rapidly changing technology landscape. Until relatively recently, lawyers have lacked software solutions built specifically for the unique needs of their industry, including nuanced timekeeping, billing, document security, and data collection. Lawmatics CEO Matt Spiegel recently joined the podcast Everything Except the Law to share how legal-specific software like Lawmatics can address two critical issues for legal businesses: saving time and acquiring more business.

Save time

The most direct way to save time is to have a legal software that can do your work for you. Automations save so much time that they’ve essentially become mandatory for a modern law firm. An average firm that uses Lawmatics saves 15 to 20 hours a week because they automate tedious tasks like appointment confirmations.

Increase business

In addition to saving time, automations increase your capacity beyond what you could ever do with human power alone. Take this example from Matt’s experience as a criminal defense attorney in California: you represent a client who is charged with a DUI. That client has potential to become repeat business because they want the DUI expunged from their record after California’s three year waiting period. It wouldn’t be practical for you to manually track such a timeline, stay in contact, and maintain necessary records for all of your clients with that kind of repeat potential. An automation system like Lawmatics does all that work for you. It can even automatically email that client to let them know they’ve become eligible for expungement. A CRM system like Lawmatics provides all kinds of data, like insights into how maximizing your capacity to handle repeat business increases the ratio of revenue to your client acquisition cost. You can define key progress indicators (KPI) that are relevant to your firm’s business model, and make sure you’re spending your money in the most effective way possible: what types of cases provide the most revenue, what types of cases cost the most to acquire, what marketing efforts provide the most bang for your buck. Those KPIs are essential in making strategic decisions for optimizing your firm’s business.

Key takeaway

Legal tech platforms like Lawmatics are a necessity for managing the back-end, administrative functions of your firm. They’re also necessary for creating a great experience for your clients. An automated follow-up system won’t increase repeat business if your clients have a bad experience the first time around. A CRM as powerful as Lawmatics can make each client feel like they’re your only client. Instantly confirm appointments with personalized automated emails and SMS messages. Stay top of mind with newsletters. Provide comprehensive and easily digestible billing statements. Analyze your marketing performance with detailed analytics and KPIs.If you don’t use a system like Lawmatics yet, a new era of success for your firm is still waiting. Get started by booking a free Lawmatics demo today.

Yeah, same here. So for anybody who's listening, we hope you enjoyed this conversation. We will be back with another episode of Everything Except the Law soon. Be sure to check out previous episodes on the show on Apple Podcast, Spotify, Anchor, the Answering Legal YouTube channel. Links to everything covered in today's conversation can be found in the description of this episode, including the link to get started with Lawmatics. We hope to see you next time everyone.

Deep Dive: Build Your Network with Referral Tracking Using Lawmatics

Legal Marketing Monthly Deep Dive News & Updates

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No matter the size of your firm or the practice areas you serve, professional networking is an important aspect of growing your business. While growing your professional network is important, we know that you are accustomed to dealing with competing priorities and this one may sometimes take a back seat to other more pressing items.Lawmatics is just the tool to aid you in not only tracking referrals, but also interpreting insights into your network and making informed business decisions based on them. With the help of automations, you are able to “set and forget” an all-encompassing process for building and strengthening your referral relationships.In order to make the most of your referral tracking efforts in Lawmatics there are several things you first need to account for. You’ve probably heard the phrase “garbage in, garbage out” when it comes to entering and interpreting data. This phrase certainly applies here: without clean data going into the system, you will not reap the benefits of the helpful insights that can come out. When all of these elements of referral tracking come together, you will wind up with the key pieces of data you need to determine where and how to best invest in your referral network. Lawmatics not only makes these results easy to produce, but also simple to interpret and take action upon. By the end of this tutorial you will be able to provide a better experience for both new referral clients and referral partners, leading to more conversions, more referrals, and more bottom line.

Setting Up Marketing Sources

Your first step in tracking referrals is to familiarize yourself with and make any adjustments to the marketing settings in Lawmatics. To get started, click on the “Settings” gear icon near the top right corner and then select “Marketing Sources” from the left sidebar. If you are brand new to Lawmatics, you will only see one source here, and that is Referrals. Take the time to add any other sources from which your firm may get leads.Let’s focus on that built-in Referrals source. This source is different from any of the other custom sources you may create in that it will allow you to track individual referrers under this source rather than tracking a subset of campaigns.

Notice how in the image above, you see a list of names under the Referral source. To make the most of this feature, we suggest importing a list of all your firm’s referral partners using our mass import feature.It’s recommended to use a tag to label these contacts as referral partners, so before you import your list, format your spreadsheet as shown in the image below:

Referral import table with first_name, last_name, email, and contact_tags columns.

Feel free to include any additional fields such as phone number, company name, birthdate, etc. Then go to the “Import” page found on the left sidebar in settings to run your import. We’ll dive deeper into how you go about actually using and populating this data in your CRM in the section of this tutorial.You may have noticed that the built-in Referrals field does not necessarily differentiate between attorney referrals, client referrals, and any other type that may come into your firm. If this is something you would like to track, we suggest making a custom field for this data. Try to avoid creating additional custom marketing sources for these different types of referrals as they won’t follow the same format as the built-in Referrals field.Your custom field for tracking referral type may look something like this:

Custom field for tracking referral type in Lawmatics

Now you’ll be able to select not only who referred the new PNC, but also which of these categories they fall into.Last but not least, if you also would like to track other attorneys that you may refer matters OUT to, we suggest setting up a custom field for this as well. This is completely optional, but is something that we recommend if you would like to view any statistics on this data down the road. That custom field will look something like this:

New matter custom field with the lookup type set to Contact in Lawmatics.

By making it a lookup type field, you will be able to select from any of those contacts that you have imported in from the spreadsheet example above (or any other contact in your CRM).All of these steps are setting you up to avoid the “garbage in, garbage out” debacle that can happen so often with CRMs. Take this a step further by reading onto the next section.

Populating Data in Your CRM

With referral tracking setup taken care of, refer to the following best practices when populating actual referral data into the CRM. There are several methods by which data can be entered, the first of which is the matter profile.

Matter Profile

Remember that Source and Campaign are both built-in fields in Lawmatics designed for data entry and we do not recommend making custom fields for tracking referrals except for the “type” and “referred TO” fields explained above. When you go to a matter’s profile, click on the “Details” tab to view all data fields for this matter, and then click “Edit” at the bottom right to populate or change any data. You will find both the Source and Campaign fields under the “Matter Information” section on the page. Note that once you select “Referrals” as the Marketing Source, the Campaign field label will update to display “Referrer” instead, as shown below.

In the “Referrer” field, you will be able to select from any contacts in your CRM. Simply begin typing their name or email address and the contact will appear in the drop down. Remember the import we discussed earlier? Any of those referral partners that you imported in will be available to search for in this drop down list.The reason for populating this data via drop down list rather than having you type in the name is to normalize the data for future reporting purposes, avoiding any misspellings or name variations. You’ll be able to easily generate lists of which referrers brought in which matters along with any other data points, covered in the reporting section of this tutorial still to come.

Custom Forms

In addition to populating data directly in the matter profile, you can also capture this information in a custom form. This can be very useful if you use an internal intake form for leads calling in, a staff notes form, or really any other variation of an intake form for collecting initial information.The main thing to keep in mind when collecting this data via form is to once again make sure you are using the proper built-in fields. You will find the fields for Source and Campaign (remember, this field changes to Referrer when Referrals is selected as the source but it is still technically called Campaign) in the Standard Fields section in the form builder. Drag and drop the fields onto the form, as shown below.

Form showing Source and Campaign fields in a drag and drop form in Lawmatics.

If you are using an internal form for the intake process you may also wish to include the “Referred TO” or “Referral Type” custom fields that you created in the first section above. However, remember that lookup fields can only be used on internal forms, which applies to your “Referred TO” contact lookup field.

Automate the Referral Process

You now have everything in place to effectively track your referral data. Take your setup to the next level by adding automation to the process. There are many different ways that automation can be implemented into your referral tracking, here we will discuss a few suggestions from the Lawmaticians.

Thank the Referrer

One of the best and most simple ways to strengthen your referral relationship is to thank someone for sending a referral your way. Without Lawmatics it may seem tedious and labor-intensive to keep tabs on who referred each lead and to actually go about thanking the correct referral once the lead hires your firm. An automation can make this a quick and easy step in your process.In the example below you will see that we have created an automation that triggers when a lead changes to the Hired status, only if their source is Referral and a Referrer (Campaign) has been populated. We are then assigning a task to call and thank that referrer.

An automation thattraggers when a lead changes to the Hired status.

Depending on your process, you may find a different automation trigger or action item works better for you. Feel free to customize this so that it best suits your firm. However you decide to set it up, the small step of thanking this referral partner can greatly strengthen and solidify your relationship to that person.

Refer a Matter Out

If you commonly refer matters out to other law firms, you may like to set up an email template for sending the matter’s information to this partner. Begin by going to the Emails page under the Assets tab and create a new email.When creating this email template you will need to keep something in mind regarding field merge. This email template will either merge in the matter’s information or the recipient’s information, but it will not merge in both. Most commonly, you wish to have the matter’s name, phone number, email address, and any other pertinent information merged in as opposed to the referral partner’s information.To accomplish this, note how we have addressed the email Dear Friend as opposed to using the referral partner’s name, since the name merged in will be the matter’s name.

Image showing an email saying "Hi there" instead of using the referral partner's name.

When you build this email template into an automation, it is crucial to make sure you select the email recipient, as well as the merge data from option accordingly. This is demonstrated in the example below.

Send email automation setting set to "Email Recipient" as "Referred To" and "Merge Data From" as "Automation Target."

This tells the system to send the email to the contact selected in the Referred TO field, but any merge fields in the email will display the automation target (the matter)’s information.You will see that we have implemented a custom sub-status of Referred Out as the trigger for this automation. This is a great way to set up future reporting on how many leads were referred out of your firm and to whom they were referred.

Referral Reporting and Analytics

Lawmatics custom reporting puts you in the driver seat to slice and dice your data any way that will prove insightful for your firm. While there are infinite ways to customize a referral report, here we’ll walk through some of the basic steps.

Create a Custom Report

You’ll find the reporting feature under the Insights tab at the top of your page. Once you create your report, you will begin by adding columns and filters. Below you will find a sample report showing some columns and a filter that we would recommend for tracking marketing sources. Feel free to add any additional columns or remove any of these on your report as you see fit.

A custom report in Lawmatics with the columns First Name, Last Name, Source, Campaign, Estimated Value, Actual Value, and Status.

Filter the Report

Note that we have filtered this report if Source Has Any Value. This will show us our referrals in comparison to other marketing sources as well, if you wish to only see referrals on this report, simply select Source Is Equal To Referrals.

Add Grouping

If you do keep the filter that we have demonstrated in the image above, then we recommend grouping the report based on the source field. This will blanket your Referrals together, and show you the total number versus your other marketing sources.

Referral sources set to have several sources grouped.

Now we are seeing valuable information on our referral performance. First, we see that four matters came from referrals versus less for the other two sources shown. We also see the referrer Saul Goodman brought us two leads, where our other referrers only referred one each. Looks like it might be time to take Saul out to lunch and build that relationship.

Analytics Page

In addition to custom reporting, you can also utilize the Analytics page, also found under the insights tab, to gain insights into your referral performance. First, use the provided source stats graph to visually see where Referrals stack up against your other marketing sources.

Source stats in lawmatics highlighting the Referrals data column in Source Overview.

When you scroll to the bottom of the Analytics page, you will also notice the Stats by Source section. Expand the campaigns on the Referrals source, as shown below, to see an abundance of data on each referral partner, including any money you have spent on that person as well as how much revenue they have brought in to your firm.

Whether you are customizing a report or taking advantage of our built-in graphs and calculations, Lawmatics has all the tools you need to make informed decisions on how to best manage and strengthen your referral partnerships.

Conclusion

While you may or may not enjoy networking, there is no doubt that it is an essential part of running a successful law firm. With these referral tracking tips Lawmatics helps you streamline this once-tedious and time consuming element of your practice.One key takeaway from this tutorial is the importance of creating a strong foundational setup for your referral tracking. If you aren’t populating data into the system correctly then you won’t end up reaping all the benefits. When you put good data into your CRM, you will come out with good insightful reporting on that data. Use these insights to determine where to invest further in your referral network.Like everything in Lawmatics, once you add automation to the referral process you will up your game to the next level by removing any need for manual labor. Not only will you save time, but you will also create stronger relationships with referral partners than you ever have before through the use of automated thank you’s and check-ins.Worry less about managing the business side of things, and create more space to think about your clients and practicing law. We’d love to hear how you use Lawmatics to track referrals and how it has helped build your relationships, email us at support@lawmatics.com to share!

October 2022 Feature Release

News & Updates

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As we find ourselves in the midst of sweater weather and pumpkin spice season, Lawmatics has another new round of feature releases that we hope kicks off your autumn season with a loud and celebratory bang.

Payment Gateway

Collecting payment for consultation fees just got a whole lot easier with the addition of the LMPay Gateway in custom forms and booking forms. Add this advanced field to your consultation forms to make it easy for clients to schedule an appointment and pay for a consultation in one fell swoop.

To start using this feature, email us at support@lawmatics.com and request LMPay activation.

File Folders

Lawmatics is a great tool for securely storing important files and documents from your firm’s many matters. With this huge improvement to our file storage system you can now create custom folders within a matter’s files tab and move files between folders as needed.Click here to learn more about using file folders.

Multi-Select Files (Bulk Actions)

In addition to creating folders for your matter files, you can now bulk select files with the option to download or delete multiple files at once, saving you the time of managing files one by one. It’s easy. Simply select the box adjacent to the file name and click on the action of your choice.For additional information on our file request feature, click here.

Payment Receipts

We are thrilled to share yet another feature addition to LM Pay: Automatic Payment Receipts. Create custom receipt email templates for each type of invoice, such as consultation fee vs. retainer fee, and then select whether or not you would like to include the official receipt as a PDF attachment (sample shown below). Once you have created a receipt template for any particular invoice type, said receipt will automatically be delivered upon successful payment. This is yet another way of delighting your clients every step of the way, sans any heavy lifting.

To learn more about creating custom receipt templates, click here.

Evergreen Trust Alerts

With our time and billing features you can use Lawmatics to manage your firm's trust account (IOLTA). Our new Evergreen Trust Alerts give you the option to set a minimum trust balance notification, making it easy to take action when a matter’s trust balance dips below the minimum you have specified . To use this feature, turn on the toggle on the ‘Minimum Trust Balance Alert’, as shown above, and then click the edit pencil on the far right to set the minimum balance for a particular matter.Read up on Trust Accounting in Lawmatics here.—Thanks for checking out the latest features from the Lawmaticians. We hope you enjoy these cozy days of fall, and stay tuned for more exciting releases to come!

Podcast Highlights: Why Your Law Firm Needs a CRM | New Solo

CRM News & Updates

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Lawmatics CEO Matt Spiegel joined Adriana Linares on the podcast New Solo. They discussed the purpose of a CRM (client relationship management) software and why client relationships matter, even after a matter has concluded. Here are some highlights:

Why do I need a CRM for my law firm?

In any kind of consumer-driven law, from family law to personal injury, your client’s matter is likely the single most important thing going on in their life. With a client relationship management software, your firm can make each client feel like they have your full attention.Whether you’re a large or solo firm, relationships matter. A previous client might return with new business or refer a new client, so continue communication after their matter has concluded. Consider sending a newsletter or even personalized birthday cards to keep in touch. A CRM brings clients within reach and keeps them there.With a CRM like Lawmatics, you can create an intake process customized to your firm and practice area. Automations enable you to engage new leads immediately after they reach out — whether you’re in court, bed, or the Bahamas. Track and bill your time, send documents, analyze your marketing results, and free up valuable time. No matter your firm size, a CRM is critical to increasing bandwidth.

What’s the difference between a CRM and case management software?

A CRM and case management software are not necessarily the same thing. The difference lies in the specific features a software offers.Practice management primarily focuses on features like time & billing and document management. These tools are cornerstones of the work that goes into managing an active case. A CRM has tools needed to manage a client regardless of the status of their matter or how many matters they have. It focuses on features like client communication, emails, forms, and marketing.To put it simply, practice management tools help you practice law; a CRM helps you run the business. If no one software has every feature you want, research what softwares or platforms integrate to create a seamless solution for your firm.

What should my law firm’s intake process look like?

Any law firm’s client intake process should be easily repeatable and consistent. It should also plan for contingencies.What if a new lead contacts your firm but doesn’t follow through with scheduling a consultation? What if they ghost your firm after their consultation? Not every new client will have a perfectly linear intake path, so your firm’s intake process should anticipate different branches of a client’s journey. Identify the spots where a lead might fall through the cracks, and make a plan to re-engage them.

Takeaways

Running a law firm is a lot of work. Between working active cases, consulting potential new clients, organizing marketing efforts, and taking care of administrative business, a modern law firm isn’t built to run manually. As much as possible, get your CRM or case management software to do your work for you. Automations can not only make your intake process more efficient and consistent, they give your firm the bandwidth it needs to anticipate and respond to any contingency.If you’re evaluating your firm’s processes around client relationship management, ask yourself three questions: is my intake process consistent? Have I planned for contingencies? Is this as efficient as possible? If you answer ‘no’ to any of these questions, then it’s probably time to look for a CRM.

You are very generous with your time. I have sent you people in the past where I've been like, "I have no idea. This is such a great question for Matt Spiegel. Can I introduce you to him?" You say that and you mean it.So yeah, everyone, if you have some questions, please reach out to Matt. Thank you so much for listening to another episode of New Solo. If you have liked what you've heard today, please think about giving us a five star review. But honestly, you know what I'd rather you do, I'd rather you forward New Solo to another attorney who you think would be able to learn from it.I get a lot of nice compliments about New Solo. It's not about me, it's about my guests and all the information that they bring. So if you think another attorney could benefit from what we talk about here, share the show with them. Thanks so much, Matt. I will see you soon and everyone else see you in the next episode of New Solo.

Podcast Highlights: Why You Need Automation in Your Law Firm | The Crushing Chaos with Law Firm Mentor Podcast

Legal Marketing News & Updates

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1 Understand your law firm as a business

You didn’t go to law school to learn how to run a business. But at the end of the day, you provide a service to customers. If you understand your firm as a business — and look for ways to improve your operations as a business — you’re setting up your firm for success. In turn, you’re putting yourself in a better position to set clients up for success.Communication is at the center of any successful business operation. In the legal world, clients (i.e. customers) can often feel overwhelmed about a process they may not understand. Feeling out of control and out of the loop is a recipe for a dissatisfied client — and is why insufficient communication is one of the most common bar complaints against attorneys. A client intake process designed to over-communicate at each step of your client’s journey will lessen their anxieties, and make them feel more at ease in the hands of your firm.

2 Understand the client journey

Quality customer service is what separates good law firms from great law firms. To maximize opportunities to delight your clients, you have to meet them where they are. With the right tools and process, you can create a seamless personalized experience for each client.Ask yourself critically: when does your client’s journey actually start, and when does it actually end? Does it only start when they sign an engagement agreement? Does it really end when they’ve paid their last invoice?The reality is that the client’s journey with your firm starts before they even schedule a consultation. Your client’s experience with your firm’s intake process — how easy it is to find your firm and make an appointment — forms their first impressions of the quality of your customer service and your effectiveness as a firm.Keep in touch with clients after their matter has concluded. Something as small as sending an email on their birthday improves their customer experience and increases referral opportunities.

3 Automations are a necessity for modern law firms

It’s become almost physically impossible for law firms to rely solely on manual processes to provide robust experiences throughout the client journey. Consumer expectations in the digital age demand immediate engagement, clear communication, and convenience. Automations are a necessity to create a seamless experience that can keep up with the demand of the client intake process.With automations, you can engage clients immediately at the start of their intake process, even if you’re not available. Expand your capacity to delight clients with personal details, like sending a birthday card or newsletter, without additional administrative labor. With automated follow-ups, make sure nothing slips through the cracks or gets lost in the shuffle.

Takeaways

In any kind of consumer-driven law practice, your client’s matter is likely the most important thing going on in their life. Your client intake process should reflect that. Give clients the convenience of booking a consultation on your website. Give them peace of mind with an automated confirmation email. Use the tools at your disposal to engage your clients at every stage of their journey. Take a step back and ask yourself, “How would I want to be treated if I came to this law firm with a matter that was the most important thing in the world to me?” Let your answer be your lodestar.

Allison Williams

All right. You heard it here. Matt, thank you so much for being here. As I said before, you've been a great resource to the legal community, and of course, by virtue of sharing your thoughts and your experiences here on the podcast. Everyone, thank you again for tuning in to another episode of The Crushing Chaos with Law Firm Mentor podcast. I am Allison Williams, your Law Firm Mentor. Have a great day.

Deep Dive: Law Firm Automation Best Practices in Lawmatics

Legal Marketing Monthly Deep Dive News & Updates

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Automation can transform your intake process from one filled with tedious, manual tasks to a well-oiled machine that requires little to no human intervention. What could be better than creating a templated workflow once, knowing that it will run on autopilot and facilitate the same experience for every new lead?Lawmatics has simplified the automation process by creating an easy to use, plug and play Automation builder. Simply select a trigger, add in an assortment of action items, give it an exit condition when needed, and you’re off to the races. While the Lawmatics Automation builder is intuitive, there are a number of tricks and tips that can help you optimize your Automations for maximum efficiency.Though the benefits of Automation are plentiful, if set up improperly there can be pitfalls. You want to make a good impression with all incoming leads and clients, and an Automation misfire sending out an incorrect message is absolutely not the way to do that. The good news is that these kinds of misfires are one hundred percent avoidable. With the following tips you’ll become an Automation pro in time. Read on to learn the secrets of making your Automations work for you, instead of the other way around!

Entry Conditions

When creating a new Automation in Lawmatics, you will be prompted to make several selections right off the bat.

First, select the type of Automation from the options of Trigger, Event, or Date Field. The majority of Automations are trigger-based, meaning that they begin when a specified action occurs. The other two types of Automations are both triggered around the date of either an event on the calendar or populated into a custom date field.Next, you will also need to select the type of your Automation. Most often, the type will be Matter, meaning that the Automation applies to any potential clients or clients. You may sometimes create Automations that are contact type, meaning they could run on plain old contacts like friends, family, colleagues, etc as opposed to only for matters.Last but not least, when the Automation is matter type, you must also select the status that is viable to run in this workflow. If the Automation is purely intake-related, the status will be PNC. Select Hired, Lost, or some combination of the three accordingly.

Pro Tip: Making improper selections at this point can throw your Automation off course, so be sure to pick the proper options or email the Lawmatics support team if you get stuck.

Once you have created your Automation and are in the Automation builder, you will then select your specific entry condition(s). This will be the kickoff or initiator of the workflow. Some of the most common triggers used for intake-related Automations are ‘filled a form’, ‘event created’, ‘match on fields’, and ‘signed a document’.You can also create Automations with more than one entry condition, and choose to give the conditions an “and” or an “or” relationship. In the example below, you see that this Automation will trigger either if the intake form is filled out, or the consultation event is created.

Pro Tip: There are certain entry conditions where it would not make sense to use an “and” relationship, so paying extra attention to the entry condition relationship will help make sure to avoid Automation mishaps. For example, a matter can never be multiple practice areas simultaneously or in different pipeline stages at the same time. For that reason, having an Automation triggered if “practice area = X” AND “practice area = Y” would not be a logical entry condition.

The match on fields entry condition option is a very powerful one, and also one that can cause some confusion and errors when not used properly. This trigger refers to the value of any data field being populated, so the Automation triggers when the specified value is matched.

For example, this Automation (above) will trigger when a matter enters the Missed Consult stage (AKA the stage field is populated as Missed Consult). Remember, Automations that use the match on fields entry condition will trigger as soon as the data is matched.

Pro Tip: Know your triggers! A common cause for Automation misfire is populating a field internally without realizing that this field is in use as an Automation trigger. If you are not familiar with your triggers then you may think you are just populating a field and unbeknownst to you have triggered an Automation. This problem can be easily avoided by keeping tabs on (or documenting) which fields you have selected as triggers throughout your workflow, and by being intentional when populating those fields knowing that they are an Automation trigger.

Action Items

Once you have selected an entry condition for your Automation you are ready to begin adding action items. While this step is overall a straightforward one, with the plug and play colorful interface, there are still several best practices to be aware of that can level up your Automation.One action item that you will undoubtedly use in plenty of your Automations is the time delay. As you may guess, this action creates a pause in your workflow for the duration of your choosing. This is particularly useful for drip campaigns, reminders, etc.

Pro Tip: When using multiple delay action items in an Automation, such as for a drip campaign, the time delays add on from the previous step. In the example below, the second email is sent after a one day time delay, and is then followed by a two day delay. When the next action occurs after that two day delay, it will be three days from the start of the Automation, since it stacks on to that initial one-day delay.

When it comes to the other options for automated actions, most are self explanatory but a few could cause you to slip up. Let’s review some other common mistakes and misconceptions when adding action items.

Create Appointment vs. Request Appointment

These two options may seem the same or similar at a glance, but they are actually very different. The Create Appointment action will book an event on your calendar with the target matter. This action is typically used for webinars or other events, since the event will be scheduled for a static date and time. This action books the appointment for the date that you have selected in the Automation, with no input from the client. Request Appointment on the other hand will send a link to the target and allow them to select their own appointment based on the host’s availability. This is a more commonly used action item in Automations.

Send Documents vs. Request Signature

E-signatures are collected from documents, so the send document action item may seem tempting as the correct one to use, but in actuality it is not the action you would use for e-signature. The Send Document action simply merges the target’s information into the document and sends it as an email attachment, with no e-signature involved. The Request Signature action is what you will use to send a document to someone for collecting an e-signature.

Sending Email to Recipient (Other Than the Automation Target)

By default, an email used in an Automation will be sent to the Automation target (AKA whichever matter is running through the Automation). If you select a recipient other than the target, such as a related contact or internal user, then you must specify whose data fields should be merged into the email, the Automation target or the recipient.

Pro Tip: Make sure you select appropriately so that any fields, such as first name, display the proper values. If you are addressing the email “Dear [first-name]”, then make sure you select the email recipient in the Merge Data From box, so that the recipient’s name will be merged in as opposed to the matter running through the Automation. If you need to reference the matter’s name in the email, for example if you are sending their info to another attorney as a referral, then you would select the Automation Target option for merge data from.

You cannot have some fields in the email template show the target’s info, and others display the recipient’s, so make sure you keep that in mind when building fields into an email template.

Matter Conversion

Use this action item to change a matter’s status from PNC to Hired once they have completed your intake process and hired the firm.

Pro Tip: This action item can only be used at the very end of an Automation, so you will only see it available to select when there are no steps following.

Sharing Items via Portal

The client portal is a useful tool for keeping clients engaged with their forms, documents, and other deliverables. Use an Automation to share any of these items to the client portal.

Pro Tip: You must first invite the matter or related contact to have access to the portal before any items, such as forms, can be shared. This can be done via Automation as well, just make sure to use the Invite.

Delivery Windows

As an Automation best practice, we recommend setting delivery windows on most, if not all, of your automated deliverables. Especially if you frequently find yourself burning the midnight oil, delivery windows make sure that your Automations don’t send something out at an off time.It's great to send emails, forms, and documents via Automation, but sending them during business hours can be even more useful to help increase your open rates. This is especially important for documents or other items that require prompt attention from the client or prospect.Delivery windows can be selected for any automated action items that are sent to a target, either via email or SMS. To set up a delivery window, click on the action item, and then select the window as shown below.

Pro Tip: You may choose the Wait Until option, to make sure the deliverable gets sent at a specific time, or the Time Window, which will allow it to send any time during the window of your choosing.

Conditional Logic

One of the biggest power features within Automations is conditional logic. This feature also has the potential to cause problems when not set up properly. When adding action items to an Automation, you will see the option to Add If Condition.If conditions work similarly to entry conditions in that they check if a particular condition is met, and trigger the appropriate action (side of the branch) when met or not met. When you select the If Condition action, you will see a menu on the right side of the screen to select which conditions should be checked for this branch.

Once you select your condition and click save, you will see a branch created in your Automation. When the condition is met on a target in the Automation, they will flow down the "yes" (green check mark) side of the branch. When the condition is not met, they will head down the "no" side.

Pro Tip: It is very important to note that branches should only be used for conditions that are already determined at the time the Automation triggers, such as practice area, pipeline stage, marital status, etc. You should not use if conditions for sending reminders to fill a form/sign a document/book an appointment etc.

Once the condition is checked at the branch, the matter will flow down one of the two sides. At that point, the condition will never be re-checked (unless you have another if condition further on in the Automation). In other words, once a matter flows down one side of the branch, it will never go back to the other side.

Pro Tip: When editing an Automation, if you delete the if condition then all action items underneath it will also be deleted. For that reason, take caution when deleting a branch!

Exit Conditions

Exit conditions, although sometimes easily overlooked, are a surefire way to level up your Automations. Adding proper exit conditions to a workflow is the best way to ensure that matters only stay in a workflow that is still relevant to them.Let’s say you have an Automation that sends out a series of reminders for a potential client to reschedule their consultation after a no-show. This Automation would likely span over days, weeks, or even months, and would include a cadence of emails and/or text messages prompting them to reschedule. Now at any point if that PNC does in fact reschedule their consultation, you do NOT want them to continue receiving reminders from this workflow. Cue exit conditions.In this example, an exit condition of Event Created would be necessary to make sure that they exit once that appointment is booked. When you add exit conditions into an Automation, these conditions will be checked at each action item, and if the conditions are met, the matter will immediately exit the Automation and no future action items will run on them from that workflow.

Pro Tip: Exit conditions are not continuously checked 24/7, rather they are checked each time a matter hits the next action item. So let’s say you have a 3 day time delay in your Automation, and the matter meets the exit condition on the 2nd day of that time delay, they will not actually exit until the full time delay has run and the next action item is hit.

For that reason, it is crucial to think through your exit conditions carefully. Many users want to use a pipeline stage as an exit condition, but this can sometimes be problematic because the matter may already progress past that stage before the exit conditions are checked.With that in mind, the best exit conditions are ones that are “permanent”, meaning not a temporary status or a pipeline stage. Picklist fields or true/false fields make great exit conditions, since you will typically make a selection for those fields, and it will not change frequently like a pipeline stage would.

Conclusion

When done right, Automations are one of the best tools for saving time while also providing optimum communication with your clients. The best practices laid out here help you avoid any pesky issues that can cause your Automations to become troublesome.While building your Automations, keep in mind all of the various components, from entry conditions to action items to conditional logic to exit conditions, this will allow your Automations to work for you, instead of the other way around.Add these tips to your toolbox for creating your next Automation, and see how Automation can make your life much easier.

Webinar Recap: The ADA & Law Firm Website Accessibility: Are You at Risk?

News & Updates

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The Americans with Disabilities Act was enacted in 1990 to ensure public accommodations were accessible to everyone. But how does the ADA affect the public accommodations that have developed so robustly on the internet in the decades since the law was passed? Is your law firm’s website at risk of violating the ADA?In this webinar, Lawmatics CEO Matt Spiegel welcomes Jeff Lantz and Desire’e Martinelli of Esquire Interactive to explore these questions and more. Here are some of the highlights:

Who may be affected by website accessibility matters?

A broad range of disabilities or impairments may affect a person’s experience of a website. A person with one of the following disabilities or impairments may use assistive technology, such as screen readers or closed captioning, to navigate a website and its contents:.

Visually impaired (legally or completely blind)
Colorblind
Deaf
Physically impaired (motor/dexterity disabilities)
Other disabilities (such as those affected by flashing technologies)

Significant uncertainty remains about what exactly must be done for websites to comply with the ADA, however website owners have broad discretion in implementing best practices for website accessibility.

What’s the case history on website accessibility and ADA compliance?

Two recent court cases have given some insight into how websites are to comply with the ADA:

Robles v. Domino’s Pizza, LLC, No. 17-55504 (9th Cir. 2019) — If you sell goods and services directly on your website, it is critical that customers with different disabilities can understand and purchase the goods and services available.
Gil v. Winn-Dixie Stores, Inc., No. 17-13467 (11th Cir. 2021) — While it was initially thought that Gil would formalize a distinction between sales and non-sales websites in terms of ADA compliance, a later appellate decision voided such a distinction.

While there are still no compliance standards, the Department of Justice provided guidance in March of 2022 on the flexibility businesses have in making their websites accessible. Businesses should consider the following matters regarding accessibility:

Color contrast
Color text cues
Alternative text
Video captions
Online forms
Text size/zoom
Keyboard navigation

What are common ways websites violate the ADA?

The lack of specific requirements to make a website comply with the ADA did not stop the DoJ from initiating actions. Common areas of concern are:

Images, buttons, and form fields are unlabeled or have inaccurate alt text
Pop-ups are not reported to screen readers
Tables are missing header information
Missing or incorrect captions

Are there any guidelines for making my website accessible?

The World Wide Web Consortium (W3C) developed the Web Content Accessibility Guidelines (WCAG) to explain how to make web content more accessible for individuals with disabilities. WCAG covers webpages, applications, and other digital content in the form of “Success Guidelines.”The guidelines cover a wide range of matters, such as text size, contrast, navigation, website structure, alt tags, movement, and more. The guidelines are organized under the following four principles:

Perceivable (captions, contrast)
Operable (organization and navigation)
Understandable (labels, user input matters)
Robust (coding tags)

An accessibility compliance checker is a handy tool to scan your website for potential gaps in compliance, like missing alternative text or empty links. and should consider adding a way to report accessibility problems to the website owner.

Should I use an accessibility plugin for my website?

An accessibility plugin allows users to modify website features such as text size and color contrast to optimize accessibility. Although such a tool can help users understand how their information is presented, it may interfere with screen readers, ultimately making a website less accessible for some users.

Final notes and takeaways

The first step in evaluating your website’s accessibility is determining what level of compliance will be the standard for your website. This may follow existing guidelines, like WCAG, or you may choose to develop your own standards. Then, decide which of your website’s most frequently visited pages you’ll audit first. After an audit is completed, determine the process you’ll use to remediate any aspects of your website that may be noncompliant with the ADA.Although compliance flexibility gives website owners more choices in how they make their website accessible, some of the resulting ambiguity can make it hard to know where to start. Before you commit to a costly audit or remediation process, understand your risk of noncompliance, and make a strategic decision about your firm’s approach.To learn more about best practices for making your website ADA compliant, and to see more frequently asked questions answered, watch a recording of the full webinar.

Webinar slide deck

Lawmatics Named ‘Hot Product’ in TechnoLawyer’s 2022 Buyer’s Guide

CRM News & Updates

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We’re delighted to announce that Lawmatics has been recognized by TechnoLawyer as a ‘Hot Product’ in their 2022 Buyer’s Guide. The TechnoLawyer publication reports on the latest in legal technology, law office management, and law firm management.“We’re extremely proud to be identified as a premier tool for helping law firms grow,” said Matt Spiegel, CEO of Lawmatics. “Our software empowers law firms to spend less of their time on administering the business of their practice, and more time focusing on the clients they serve. We know that firms thrive when they can prioritize people rather than paperwork.”This honor is just the latest acknowledgement of how our client relationship management (CRM) software is revolutionizing law firms’ approaches to marketing, lead management, client intake, client reengagement, timekeeping, and billing.TechnoLawyer cited Lawmatics’ powerful and versatile automations as our ‘killer feature.’ Together with the workflow pipeline, Lawmatics automations seamlessly guide firms and clients through every stage of the intake process.

“You can build an unlimited number of automations in Lawmatics, each of which starts with one or more triggers. Triggers include events, completing a task, a form submission from your website, receiving or sending an email message, requesting files, and various client actions such as signing a document or paying an invoice.”

Other features highlighted in the buyer’s guide

Unlimited custom fields
Document building
Email templates to communicate with prospective clients
Time and expense tracking

Check out the full TechnoLawyer Buyer’s Guide review here. To see these features in action, book a free demo.

Deep Dive: How to Automate Every Intake Scenario With a Single Form

Client Intake Monthly Deep Dive News & Updates

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An effective legal intake software both accelerates and simplifies the intake process for you and your prospective clients, ultimately leading to a higher close rate. You may be asking yourself how to go about building an approachable yet all-encompassing intake form for all practice areas and matter types in Lawmatics. In this product deep-dive we will examine all the various elements of custom forms that will allow you to accomplish this goal.As you begin to create your one-stop-shop intake form, it is first important to understand the basics of the Lawmatics Custom Form Builder. You will then be able to progress to more advanced options such as relationships and appointments, as well as using conditional logic within the form for branching pathways. Take your process to the next level by using this form to trigger helpful automations based on intake form responses, and finally weave the data collected from the form into your entire intake process like documents and email templates.Here we will walk through each of these elements of creating an intake form to handle every possible intake scenario within your firm.

Form Basics

There are several key aspects of forms that you must be familiar with as you begin creating your intake form. Let’s start with fields. Fields are used to capture the written response to each question on your intake form; the data populated into each field is stored within your CRM.

View all available fields and other form elements on the left sidebar of the form.

There are three different types of fields that can be added to a form:

Standard fields
Custom fields
General fields

Standard Fields

When adding a new question to your form, always check the standard fields section first to see if the field already exists as a default; these are the built-in fields that come standard with your Lawmatics account. In the standard fields section you will find common contact information such as first name, last name, phone, email, address, birthdate, etc.

Custom Fields

As you are building your form you will also need to add fields that are more specific to your firm and/or to your practice areas. These fields will be created as custom fields. When creating a custom field, give your field a name, select the type of field, and select the field visibility.

You will see these options when creating a new custom field within your form.

Once you have created your custom field, simply drag and drop it into the form canvas wherever you would like to place that question in the form.

General Fields

General fields are unique in that they do not save data into your CRM, they are only populated within the context of the form itself. Do not use this type of field for any data that you will need to save and use later in the matter, such as merging into a document, triggering an automation, or using in a report. For the purpose of creating your master conditional intake form, you likely will choose not to use any general fields on that form.When creating a new custom form, you have the option to make it internal or external. If you plan to use this form only internally, meaning that it will never be shared with a PNC directly, only an internal staff member will be filling it out, then feel free to make your form internal.

Relationship Blocks

You may want to utilize relationship blocks in your form, especially if you commonly work with married couples or matters concerning multiple clients. A relationship block allows you to create a separate contact related to the matter. This is a great tool for keeping all contacts in your CRM organized. These blocks can also be made repeatable, which is useful in the instance of more than one contact in a particular relationship, such as children or siblings.

Create custom relationship blocks for your various relationship types, and drag them into the form.

Once you have added fields and blocks to your form, remember that you can click on the field to view additional options in the right side menu. Here you have the option to make fields required or not, as well as add conditional logic (discussed further below). You will also see the option to make a field hidden.

Click on a field to view additional options on the right side, including the option to make a field hidden.

There are several scenarios in which to hide a field:

You may wish to have a default value populated into a certain field, and you don't want the lead/client to have the opportunity to enter something other than the field default
You may be triggering something an automation internally with a hidden field, such as assigning a certain practice area or moving the lead to a certain stage on your pipeline
You may want certain client data to appear in the form submission PDF for your reference, but you don't need the client to re-enter or view that information on multiple forms

Advanced Options

When you expand the Advanced section on the left sidebar of the form builder you will find a number of additional components that can be useful to customize and streamline your intake form. For starters, you can use the Instructions field to add headings, script dialogue, or even insert images into your form. Simply drag over the instructions field and then click on it to add your content.

Drag and drop an instructions block, then click in it to add a section header such as “Case Information” or other instructions.

Another advanced element that you will likely find useful in your intake form is the Note field. This note field is different from a custom or standard field, as opposed to populated data in your CRM the note field will save a note item to the matter’s profile.

Consultation Booking

Since this intake form is often used when a new lead initially calls into your firm, you may wish to book a consultation directly from the form. There are two ways to easily accomplish this:

Method 1: Drag and drop an Appointment field into your form. This will allow you to book an appointment on the calendar of any of your firm’s Lawmatics users, selecting any date and time that you wish. With this option, you will want to reference the host’s calendar before selecting and booking a time on the calendar widget in the form.
Method 2: Alternatively, you can use the Booking Request advanced option to add a scheduling widget - this will only reveal time slots that correspond with the host’s availability. This is a great tool for high volume firms, where time is of the essence to get leads booked in your system ASAP without taking the time to reference the consulting attorney’s calendar.

After adding a booking request field into the form, click on it to open the options for this request. Make sure to select the booking options, as shown below, to determine what type of event this will be, who will be the host(s), and what the location of the event will be.

Use a booking request field to allow easy scheduling based on the host’s availability.

It is also important to make sure that all Lawmatics users have synced their calendar in their user settings, so that the system can pull their availability accurately. When an appointment is booked via the scheduling widget, it will automatically appear on that user’s synced calendar.

Conditional Logic

Before you start diving into conditional logic and its many uses, it is first important to understand the mechanics behind it. In its simplest form, conditional logic is simply an “if, then” statement. If a certain condition holds true, then the desired outcome will take place.While conditional logic looks a little different in each different area where it can be used in Lawmatics, the basic concept is the same. Let’s consider the example shown below from an automation.

Rule #1 - Conditional Fields

Above you will see that our “if” statement is “if the Practice Area is Estate Planning”. When this condition is found to be true, then the outcome will be that of the affirmative side of the branch. If the if statement is not found to be true, then the outcome will be that of the negative branch.In this particular example, the affirmative outcome is to deliver the Estate Planning Questionnaire to the target matter whereas on the negative side of the branch, nothing will occur — the automation simply ends there.There are also certain instances where multiple conditions can be used as your “if” statement. When this is the case, it is important to give those conditions an “AND” or OR” relationship accordingly.Notice in the image below how we have not added a second condition to our “if” statement but rather have given it an “OR” relationship to our initial condition.

The same concept applies to using conditional logic in your intake form. When setting conditional logic in custom forms, remember that you will set the logic on the field that is conditional, as opposed to the field that sets the condition.Let’s break down how you can go about using this on your intake form. When discussing next steps with the PNC, you may ask the question “Would you like to schedule a consultation?”. This will likely be a boolean (true/false) field or a picklist field with options of Yes and No. If the answer is Yes, then you may want to have a field appear to enter in the consultation fee for that matter.To set up conditional logic in this example, click on the second field, the consultation fee, and turn on conditional logic there. You will then select which field sets the logic for this field, which in this case is the field “Schedule consultation?” being TRUE.

In short, rule number one of using conditional logic in custom forms is to set the logic on the field that is conditional.

Rule #2 - Defined Value Fields

That brings us to rule number two. Conditional logic can only be set using fields that have defined values, such as true/false fields, picklist, or multi picklist fields. You cannot set conditional logic using fields that are open text fields, since these are open-ended and do not have defined responses.To clarify further, this rule pertains to the field that is setting the condition, not the field that is conditional. Returning to our example from earlier, you’ll notice that the conditional field “Consultation Fee Amount” is a currency type field, allowing the user to enter any dollar amount. This is perfectly acceptable, since this is not the field that is setting the condition. The field setting the condition is “Schedule consultation?”, which was created as a true/false field. A picklist field would also suffice in this example.As long as you keep these two rules in mind for using conditional logic in your custom forms, you are sure to create a better customer experience for clients filling out your forms.

What to Include in Your Form

With the baseline knowledge of the various intake form components you’ve acquired, you are ready to start building. Please note that we are merely suggesting what you may wish to include in your form; some of these items may or may not be needed for your practice, and you may also have other elements not mentioned here that make sense for you to include. Use these suggestions as you see fit.

Standard Fields

Begin by determining what standard fields you need to capture initially during your intake. This is typically the person’s first and last name, email address, and phone number. Depending on the type of law you practice, you may also need to know their marital status, citizenship, etc.Locate these fields in the standard fields section, and drag and drop them over to your form. You may also want to use an instructions block to make a section heading, as shown below.

Use an instructions block to make a heading for your basic contact information section.

Relationship Blocks

This is also a good place to include a relationship block in your form. Notice the field Marital Status in the bottom right of the image above. Here we have a great opportunity to implement some conditional logic in your form. Create a relationship block for your Spouse relationship, containing whatever fields you wish to capture for the spouse, and then set that block to only appear if the marital status is married.

Create and drag over a Spouse relationship block, then add conditional logic so it only appears when marital status is married.

Dividers & More

As you move on to the next section of your form, you may find it helpful to add dividers or another instructions field to help with the organization and structure of your form. Additionally, we suggest including the Source and Campaign fields, both found in the standard fields section. These fields allow you to save data on how each lead found your firm, which is critical for capturing valuable marketing data. Additionally, a Note field comes in handy here to collect any other information shared by the PNC that should be saved to their matter.

Use dividers or instructions to separate sections of your form.

Case-specific Fields

Next, you’ll want to start getting into some case-specific information for this PNC. Make sure to include the practice area field to label which type of case this is right off the bat. In our form we have also included our pipeline stage field which allows you to select exactly which stage of your intake pipeline this lead should land in.

Conditional Logic

Conditional logic will come in handy here to pose questions that align with the type of practice area that is selected. In our example, we added a follow up question asking about witnesses which will only appear when “criminal defense” is selected as the practice area. We also added a field to ask the lead how many children they have, and this field is conditional on the practice area being family law.

Add Practice Specific Follow Up Questions

Add practice area specific follow up questions with conditional logic.

The ultimate goal of this form is to automate all possible intake scenarios, the best way to accomplish this is by adding a Next Steps section to your form. This tells the system whether or not this lead is qualified, which automation(s) to trigger, which conditions apply for this particular lead, and anything else that is needed for your process. While there are many different ways to use custom fields to capture this data, you’ll see some suggestions from our team in the image below.

The first question we ask here is whether or not to disqualify the lead. Our additional follow-up questions are conditional on that field being False, meaning that if the lead is disqualified, none of the other questions are relevant so they will not appear in the form.We have also added a possible option for nurturing this lead. This can be useful to trigger an automated nurture sequence spanning over weeks, months, or even years to keep working that lead. Typically, you would select this option if a lead is interested, but not ready to move forward with next steps right at that moment.We have also included the standard Sub Status field in our form. In the scenario of a lost/disqualified lead, this field is particularly useful to capture the reason the lead was lost. As opposed to just labeling a lead as Lost, this field allows you to select a custom reason, such as disqualified, which is useful for future reporting.Last but not least, at the bottom of the image above, you will also see three conditional fields. Depending on your process, these may be slightly different at your firm, but these fields show an example of what some potential next steps for a qualified lead may be. Each of these options will be used to trigger an automation taking the appropriate action, as explained in the following section.

Utilize Data from Your Form in the Rest of Your Process

Now that you have automated your intake form, it’s time to automate the next steps of each possible scenario. Again, these examples may differ from your firm’s actual process, but they are meant to be used as a guideline for creating your own automations.

New Lead Automation

Let’s break down our three possible outcomes for a qualified lead as described in the section above. First, we have the option to Run on New Lead Automation. As you may guess, when this option is selected in the intake form we will use it to trigger our new lead automation. Depending on your clientele and your sales cycle, this automation may vary slightly for you, but for ours we have decided to include an alternating sequence of emails and text messages, with the call to action for the lead being to book their consultation.

Trigger your new lead automation when the corresponding field is True, and then build out a sequence of automated actions.

Feel free to continue this sequence for as long as you would like, there is no limit to how many action items you can add or how much time this workflow can span. We have also included exit conditions in this automation so that once they book their consultation, they will no longer continue getting outreach from this automation. This is a key step to make sure all communication is relevant to where they are at in the process.

Send Engagement Agreement Automation

When filling out the intake for a new PNC, you may have someone who is ready to sign up on the spot and sign their engagement agreement immediately. When this is the case, you will select the Send EA option in your intake form. We now have an automation that triggers when that field is selected, and we have implemented conditional logic in the automation to check the matter’s practice area, and send the appropriate engagement agreement for e-signature accordingly.

Use if/else condition branches to send the appropriate document for signature depending on the practice area.

In the example above you see just two if branch statements, but feel free to continue adding as many as you need to account for all of your firm’s different practice areas or engagement agreement variations.

Scheduling Consultation Automation

In our intake form we have also built in an option for leads who want to move forward with your intake process, but still need to schedule their consultation. This is a very straightforward scenario to automate using our booking request feature. Simply trigger the automation when the needs to schedule option is selected in your form, and then send out an appointment request action item, making sure to select the appropriate firm user as the host.

Alternate appointment request action items with time delays to create a cadence of reminders to book their consultation.

Just as mentioned earlier, feel free to include as many reminders to schedule as you would like, sending them at a cadence that makes sense for your clientele. Once again, make sure to include exit conditions so that once the lead books their consultation using the appointment request, they will not continue getting the automated reminders.While these are just a few examples of scenarios that can be automated in Lawmatics based on the intake possibilities from your form, keep in mind that the possibilities are absolutely endless. With the use of conditional logic and our powerful trigger options, you have the ability to create automations for every possibility.

Reporting

In addition to automating your process, the intake form is also useful to capture data that can be tracked in a custom report. For example, in the intake form we have added the option to mark a lead as disqualified, and apply the appropriate sub status. You may find it useful to create a report of all disqualified leads, along with the marketing source they came from, so that you can hopefully work to eliminate getting an influx of unqualified leads from that source.

Create a custom report filtered by sub status to easily view disqualified leads from a given time period.

Remember that you will create a report under the Insights tab in Lawmatics. Once you have created it once, by setting your filters and columns as shown above, you can simply save the report and come back to view it any time. You could also set a custom date range so that you can easily check the report weekly or monthly and see only relevant data from that time period.All of this will lead to better insight into your firm’s performance, and help guide you on which marketing sources to invest more highly in.

Conclusion

In summary, there are many benefits to using a conditional intake form to automate your process. Accounting for all of your firm’s potential intake scenarios in a single form will save valuable time for you and your team. It also creates a much smoother experience for both your staff, as well as for your clients. At the end of the day, improving the client journey will always help improve your firm overall.Keeping the future of your firm in mind, your conditional intake form will also help set you up for insightful reporting and analytics down the road. Unlock statistics that you never had access to before, such as rate of leads lost before vs. after a consult, conversion rates by practice area, and of course marketing source performance. Once you have access to all of this data you will be able to easily adapt and adjust your processes to maximize profitability as your firm grows and changes over time.Finally, your all-encompassing intake form, in conjunction with automations, reports, etc. will enable your firm to convert more leads into clients. Use the form to bring in more business while spending less time and effort on your intake process.Ready to unlock the full potential of your firm's client intake process? Learn how Lawmatics legal intake software can revolutionize your firm's efficiency and client experience today!

Employee Spotlight: Rafael Rodrigues — He Lifts, He Codes, He Conquers.

News & Updates

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What is your role at Lawmatics, and what does your job entail?

I am a full-stack engineer. I am responsible for creating the building blocks that form the Lawmatics app as well as bug fixes, feature improvement in all its forms, and managing the user interfaces. Currently, I'm on the Time & Billing team, responsible for managing time tracking, invoices, and payments related to the lawyers' work.

How did you end up working for Lawmatics?

One day I saw the Lawmatics engineer position posted in a developers' Slack group I'm part of. It was posted by our very talented lead engineer, Fred. I filled out the application and soon was contacted to have an interview.

What’s the best part of your job?

When I know someone used the feature I created. Even better is when the feature receives a compliment. My ultimate goal is to create useful features that make the user spend less time on their work.

What opportunities or new hobbies have you uncovered working remotely during COVID-19?

Drinking more… kidding! As many parents with children attending classes digitally at the time, I needed to find a way to be a better teacher to my daughter, explaining the disciplines and homework. And while all the gyms were closed, I made a habit of jogging outside.

Where are you originally from, and how did you end up where you are today?

I am originally from Goiânia, Brazil and have lived here all my life. It's awesome to work with other people and know different cultures, even remotely. In addition to working with a US-based team, I’ve worked with other companies based in the UK and Germany with employees from India, Macau, Russia, Mexico and others.

What do you like to do when you aren’t working?

I like to do weight training during the week; it helps me feel better, reduce stress and anxiety, and exert energy so I can drink and eat junk food at the weekends :D Other than that I like to play video games on my PC and watch movies and TV shows.

What is a fun fact most people may not know about you?

When I was a child there were many stray cats in my neighborhood. I don't remember why, but I convinced my mother to let me raise a mother cat and its 6 kittens from a cardboard box. I don't remember what happened to them, but it’s possible they returned to the streets they came from.

Tell us about one of your craziest or wildest (SFW) experiences.

On one of my vacation travels to the northeast coast of Brazil, I was with my spouse, daughter and siblings and left them to take a walk along the beach, alone. It was so relaxing that before I knew it, an hour had passed. When I returned, I was greeted by police and lifeguards who thought I had possibly drowned. I had completely forgotten to communicate where I was going before I left. 🙈

What is the one thing you can’t live without and why?

I don't have many friends and don’t make new friends easily, but I couldn’t live without the ones I do have. Whether they're from a former job, from college, or close members of my family, I look forward to our hangouts, having drinks and sharing milestones in our lives. My circle of friends from my graduating class meets at least once a year — and those are the most fulfilling (and hilarious) moments.

Do you have a favorite saying, quote, or personal mantra and if so, what is it and why?

"A vingança nunca é plena; mata a alma e envenena." This is a quote from a character named Mr. Madruga on a Mexican family TV show called El Chavo del Ocho, that’s popular in Brazil. It translates into "revenge is never full; it kills the soul and poisons it". It may seem puerile, but after watching this episode as a child countless times, it’s a constant reminder that steering away from revenge is the best way to heal after being wronged. We can only heal if we try to understand why it happened. It will set you free.

What do you love most about being a member of the Lawmatics team?

Everyone is so accessible and eager to help one another, and very polite about 99% of the time. This makes the environment very comfortable, even in difficult situations (like fixing bugs in production, or working on new features). And I'm lucky that we have awesome guidance from our CTO Roey and our tech lead Fred.

What do you love most about the Lawmatics Platform?

The automation part is what makes my eyes light up, and on top of that, I think our interface is very beautiful and smooth, I think the most beautiful software I worked with.

Based on your experience, what words of wisdom or advice do you have for legal professionals looking to help their law firms win more business, impress clients, and be more efficient?

Automate everything you can to spend less time on your work. But simultaneously, make an effort to let your touch in emails, forms and other assets by customizing them and turning you into that unique firm in the market. Gain an advantage by using our many integrations and payment solutions without having to recreate your matters database or cancel the subscription with your helper app.

Webinar Recap: Double Your Close Rate in Half the Time - Client Intake Best Practices

News & Updates

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If your intake process isn’t systemized, odds are you’re losing potential clients to competitors. In 2020 alone, lawyers using intake technology earned nearly 40% more revenue per lawyer compared to firms not using these technologies. And though you can only do so much to influence a prospect’s hiring decision, fine-tuning your intake process with the help of powerful automation tools can significantly increase your close rate while saving more time. In our latest webinar, Lawmatics CEO and co-founder Matt Spiegel teamed up with Jordan Ostroff of LegalEase Marketing to share breakthrough methods of converting more prospects into paying clients that any attorney can implement right away.Some of the key highlights include:

1 Use reporting to identify and maximize your marketing

Actively tracking the performance of your marketing efforts enables you to pinpoint which calls to action, content, and marketing emails are generating the most consultations and close rates, reducing overhead on client acquisition. Furthermore, A/B testing will help you identify your most effective:

Ad copy & creative
Ad channels
Ad placements
Referral sources

2 Create a frictionless web page that generates results

Strategically design your website or landing pages with all of the key engagement elements that you can in turn track — from your headline, design, and special offer. Even the smallest adjustment can result in a dramatic increase in traffic and conversion.

3 Pre-sell your firm with automated marketing

From social proof to awards and recognitions, sending automated marketing emails (or texts) prior to the consultation can substantially improve the likelihood of a client acquisition. Once a potential client signs up for a consultation, a triggered email confirmation helps to reduce the risk of no-shows or confusion.

4 Pre-screen your clients

Screening your clients with a thorough and automatically delivered digital intake form can spare your firm the hassle of scheduling a consultation with an unqualified or unfit prospect. From geographical area to finances, getting the information you need upfront equates to less hours spent on consultations that don’t yield retained clients.

5 Selling doesn’t stop post-hire

Don’t fall into the trap of thinking the selling stops once onboarding begins. Continue to deliver messages to reinforce your client’s choice to hire you throughout the entire lifecycle of your relationship, particularly post matter resolution.

Webinar slide deck

Lawmatics Recognized in Legal Tech Publishing’s Practice Management Buyer’s Guide 2022

CRM News & Updates

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After two consecutive recognitions in Above The Law— first in 2021 as the most intuitive and robust CRM and client intake platform, and once again in the 2022 Legal Practice Management Buyer’s Guide, Lawmatics is thrilled and honored to announce we’ve made the list yet again, this time in their CRM, Business Development, Virtual Receptionist, Chat & Text Messaging Buyers Guide 2022 Edition .The list of outstanding legal technology solutions and latest developments which Lawmatics offers was determined by gathering reputable supporting articles and product reviews of software in our space.Our goal has always been and continues to be offering you the most comprehensive all in one solution to enrich your workflow and enhance your client relationships. By participating in the Legal Tech Publishing eBook series, we stand with our community of fellow providers. Together we can offer law practices a vetted selection of legal technology solutions for their consideration.Here are some of the highlights from the latest buyers guide that features Lawmatics.

“Lawmatics Enriches Your Workflow Processes and Manages Your Client Relationships From Beginning to End With Automation”

Why legal tech publishing recommends Lawmatics:

Lawmatics provides a thorough method of managing all client contacts thanks to powerful automation, allowing a law firm to build workflows that take a user through firm-defined processes ensuring no missed steps.
The custom forms in Lawmatics are highly configurable so that a firm can gather information based on the needs of each client. Fields are highly customizable and can be conditional.
Lawmatics legal document automation features pulls information from a contact directly into an agreement, eliminating errors and providing a workflow for approvals and signature Collection.
Lawmatics provides an easily digestible view of visuals that track what's important to a firm in real time.

Check out the full Lawmatics review in Legal Tech Publishing’s CRM, Business Development, Virtual Receptionist, Chat & Text Messaging Buyers Guide 2022 Edition here.

July 2022 Feature Releases Pt II

News & Updates

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In case summer time wasn’t already hot enough, the latest new features from Lawmatics are sure to fire up your day! We are thrilled to share the new features and improvements that are now live in the platform.

Custom Invoice Reminders

An exciting addition to Lawmatics Payments, you now have the option to send automated invoice reminders to clients with an outstanding balance. Avoid the frustration of seeing past due invoices go unpaid by notifying clients of an impending due date or past due balance. Reminders can be sent relative to the invoice due date, such as the week before or the day before, or anytime after. Customize each invoice reminder by using merge fields in your email reminder template and even create different templates for your different invoice types. Who doesn’t love a feature that helps you get paid more consistently with no extra effort?

To learn more about Invoice Reminders, click here.

Recovery Bin

We are thrilled to announce the new Recovery Bin feature, allowing you to restore recently deleted data. Anytime a contact, matter, and/or company in Lawmatics is deleted — erroneously or otherwise — it will be moved to the all-new Data Recovery Bin rather than deleted permanently. Simply hover your mouse over the settings gear and select Recovery Bin to view your deleted records and restore as needed. No more stressing over an accidental slip of the mouse on the delete button!

To learn more about Data Recovery Bin, click here.

Trust Balance Transfer

For any matters that have a remaining trust balance after resolution, our new Trust Balance Transfer feature allows you to transfer that balance to another matter. Whereas for some matters you may simply need to refund the trust balance, others that concern clients with more than one ongoing matter can be reconciled with the transfer balance option, where you are able to allocate the remaining balance to the appropriate place.

To learn more about Trust Accounting in Lawmatics click here.

Rename Files Upon Upload

You already know and love the Lawmatics file management system, which enables you to automate the process of collecting and saving critical case documents from your clients. For improved case organization and professionalism when it comes to your file storage, you can now rename any files that are uploaded with an informal or nonsensical name. This applies to both files uploaded by clients to their matters as well as internal files saved by members of your firm.

To learn more about how you can manage your files with Lawmatics, click here.

Internal Form Enhancement - Create Matter for Existing Contact/Company

Internal forms have long been a user-preferred way to create new matters for new contacts in Lawmatics. A new dropdown menu option in our internal forms feature now lets you create a new matter for an existing contact or company when filling out a form. Simply select the contact for which you wish to create a new matter and Lawmatics will pre-fill the form with their existing contact information. Upon form submission, a new matter will be created for said contact.

Not yet familiar with internal vs. external forms? Read up on them here.

Flat Fee Duration

We love giving Lawmatics users new customization options when it comes to billing transparency with your clients. With this new feature you can now choose whether or not your flat-fee invoices show the time duration of each time entry. Alternatively, toggle this setting off to show only the amount billed for all time entries while hiding the number of hours.

For a rundown of all time & billing settings options and customizations, click here.—Thanks for checking out our latest updates! We hope you’ll enjoy each of these new features. As always, stay tuned for what else is coming this Summer in Lawmatics!

Lawmatics is a High Performer in G2’s Summer 2022 Grid® Report for Legal Management Software

News & Updates

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We are thrilled to announce that G2 has once again ranked Lawmatics as a high performer for the 4th quarter in a row for their Summer 2022 Grid®️ Report for Legal Practice Management Software. After working so hard to deliver the best possible product to our customers, it goes without saying that the recognition is an honor!

What is G2?

G2, formally known as G2 Crowd, is a peer-to-peer review site that collects user reviews of all types of business software. G2 is a trusted third-party source for reviews when researching software solutions.

How are companies selected for the G2 Summer 2022 Grid^®️ report for legal practice management software?

G2 defines legal practice management software as software designed to assist legal professionals with their day-to-day law firm operations. It is a bit of an umbrella term as the products can include features like legal intake software, appointment scheduling, document storage and sharing, contact databases, and reporting.To qualify for the quarterly G2 Grid^®️ Report in the Legal Practice Management category, a product must:

Manage law firm client information
Store relevant legal documents
Integrate with or provide functionality similar to legal case management solutions
Be designed for independent law firm use

All of the companies featured in the report received a minimum of 10 G2 reviews within the qualifying time frame. Customer satisfaction scores and market presence determine the grid rankings. Our customer reviews have landed us in the coveted High Performer quadrant of the grid.To our delight, Lawmatics has been named among other outstanding legal management solutions like Clio, Smokeball, and Practice Panther—all of which we have extremely robust integrations with! Our goal is not only to deliver a unique product that elevates and streamlines your law practice but that also seamlessly integrates with all of your other favorite tech applications.

Highlights from the Summer 2022 Grid^® report

In addition to a high overall satisfaction rating, other highlights from the grid® report include:

100% of Lawmatics customers rated us 4 or 5 stars
92% of Lawmatics customers are likely to recommend Lawmatics to their peers
90% of Lawmatics customers believe our quality of support goes above and beyond

What our customers are saying about Lawmatics on G2

“Lawmatics has allowed me to become more efficient. I am able to create tasks and workflow to a high level of details - including communications, and follow up with clients and internally for processing a case.”

“Lawmatics offers a creative, out of the box way to conquer the daily tasks that legal work demands.”

“Anytime we have ever had questions or concerns we have had extremely prompt responses from the Lawmatics Customer Support team or Johnny directly. This type of care and concern we wish we had from all vendors.”

“Lawmatics is an incredibly powerful tool that's constantly getting better.”

“We have 10 people at our firm, and could easily have 14-15 to do the same work without Lawmatics.”

“Lawmatics has been key to automating my law practice.”

“The Lawmatics customer support we've received throughout the onboarding process has been professional and top notch as well.”

“Lawmatics is the best law firm software around!”

“Lawmatics is magic for your law firm because it automates everything so that you save so much time and effort on routine tasks, and it allows you to track data for your firm so that you can maximize your marketing efforts, spending, and case screening.”

“Lawmatics is focused squarely on client service, which we love because we love our clients.”

“Lawmatics is a well-organized platform that is attractive and easy to use. Excellent support staff who provide Zoom meetings to help you build out a custom system and video tutorials to answer your questions.”

“Lawmatics is a great way to increase efficiency with your law firm and reduce costs!”

“Lawmatics has changed the way we do intake drastically.”

“I can’t imagine my practice without Lawmatics.”

What Does It Mean To Be A Woman In Tech? Lawmatics Answers

News & Updates

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The tech industry embodies innovation, creativity, and revolution. And while “tech” can be seen as a broad term that comes with many sub-sectors, all of them come down to the same goal: to make humans stronger, wiser, faster, and more agile than they would be in the absence of these tools. So, isn’t it wild to think that in our journey towards humanity as a whole through technology, there is predominantly one gender leading the show? After all, how can we hope to develop and design technology that represents all walks of life if it’s not being created by all types of people who will use these products? In the male-dominated industry of tech, women are more important than ever—not only to represent a larger user base of tech products but also to provide fresh ideas and greater diversity that can help shape richer ideas.Because if you develop a product that only consists of one type of person, you run the risk of missing the mark. That’s why we at Lawmatics are proud to be a diverse team, breaking the mold of technical positions, and in turn developing products that are represented by all kinds of people with varying perspectives — with the goal of creating a product that works for everyone.We want to do our part in representing the women in tech. So, we’ve asked our own women team members to share their thoughts on what being a woman in tech means to them.

I love being part of a market that creates innovation for people. I also love interacting with so many intelligent, creative and fun individuals. Being a woman in tech means I can participate in this solution-oriented world, learn and contribute with what I am. This environment is becoming more inclusive and more diverse, so everyone benefits and grows from this opportunity.

— Erika Beaudette, Customer Success Specialist

Being a woman in tech is a learning experience. Not only do you learn so much about tech and the industry itself, but you learn so much about yourself as well. There are challenges women face when coming into a male dominated industry, such as being overlooked due to biases based on gender, race, age, and even appearance. We also have internal challenges we struggle with like confidence or feeling like we need to be more masculine in order to be taken seriously. Although I struggled with some of these internal challenges, I feel stronger now that I have overcome them. This is also why I'm so grateful to be a woman in tech, because I was lucky to find a company that supported me and let me be who I am.

— Val Kirsch, Implementation Team Lead

It's empowering to be a woman in tech, especially in sales. We're flipping the script and showing that we can come into an organization that's predominantly male and provide a fresh outlook, boost productivity, and be successful.

— Rachel Koscil, Sales Development Representative

To be a woman in tech in 2022 means to be mindful of the struggle of women of past generations to make space in all workplaces for future generations of women, while at the same time having confidence in our ability and never losing sight of the fact that our space in these places is well deserved. This also means embodying the ideals of diversity and inclusion that have allowed us our place in these spaces; to be an advocate of other groups who may not be represented fully, not just in the workplace but in all aspects of our lives.

— Mahnoor Mian, Customer Success Team Lead

Being a woman in tech to me means having a positive and diverse impact on the company and industry and empowering other women professionally. I love offering a different perspective and encouraging others to do the same.

— Sarah Bottorff, Senior Vice President

Being a woman in tech means being able to share a different perspective and come up with more solutions to problems. There's no one size fits all approach to problem solving and the solution could be a combination of input that comes from multiple people, regardless of gender!

— Anonymous

B.D.E. = Boss Diva Energy

— Kaia Dobbs, Account Executive

Being a woman in tech in 2022 means working to create a collaborative, diverse and inclusive workplace for everyone. At Lawmatics I love having the ability to work with my team on building a strong network of professionals who support one another, learn and grow together. Everyone working together towards the same common goal while striving to make a positive impact on the organization and tech industry. My hope is that this means working towards a future in which this no longer has to be a question that is asked.

— Monique Padilla, Talent & People Ops Leader

News & Updates

Will AI Replace Lawyers? Examining AI Trends in the Legal Industry

Podcast Highlights: How a Legal CRM Saves Time & Increases Business | <i>Everything Except the Law</i>

Deep Dive: Build Your Network with Referral Tracking Using Lawmatics

October 2022 Feature Release

Podcast Highlights: Why Your Law Firm Needs a CRM | <i>New Solo</i>