The Lawmatics Blog
Insights on legal marketing, automating the law practice, and legal tech in general
Law firm automation is the practice of centralizing and deploying repetitive, everyday administrative tasks at scale. It achieves this by linking every step of the client journey in one system to automate task triggers, emails, population forms, and reminders.
Legal workflow automation software like Lawmatics doesn’t replace attorneys but enhances them. It integrates with tools like Clio, MyCase, and PracticePanther for full workflow visibility.
Benefits of Legal Workflow Automation for Attorneys
Improved client intake speed and accuracy
Lawyer automation (or attorney automation) tools eliminate manual data entry and automate repetitive tasks at every step of intake, from confirming form submissions to client relationship management (CRM) data entry.
By automating processes like follow-up messaging and scheduling, teams can ensure faster responses and fewer client drop-offs.
As just one example, Lawmatics’ new QualifyAI tool automatically scores and prioritizes incoming leads based on engagement and case fit. This empowers teams to achieve an instant response time.
QualifyAI (and all other Lawmatics tools) is built on trusted internal workflows that help standardize processes and capture complete client information every time.
Reduced human error
Humans are, of course, essential to the operations of any legal practice, and that’s not changing any time soon. But law firms are busy environments, and in all the hustle and bustle, even the most skilled workers can make mistakes.
Legal workflow management software replaces manual document handling and repetitive data entry with automated templates and workflows. This prevents costly miscommunications and prevents tasks from falling through the cracks.
Automated task assignments and reminders also help prevent missed deadlines. For example, Lawmatics enables data sync across multiple systems, including Clio and MyCase, which further reduces inconsistencies.
Centralized data and transparent reporting
Legal practices should keep client data, communications, and metrics in one dashboard to prevent silos. Such centralization also gives managing partners visibility into firm performance and pipeline health in real time. Team members can make big strategic decisions with clarity.
Lawmatics comes with custom reporting tools that make it easy to tie marketing and intake directly to demo requests and revenue.
Streamlined follow-up and client communication
Strong client communication is at the heart of any successful legal team.
Legal workflow automation software allows teams to maintain consistent client contact through automated follow-up emails, reminders, and nurture sequences. With this set up, prospects remain engaged from first inquiry through signed retainer without laborious manual interview.
Lawmatics’ comes with built-in features, like text messaging for law firms, that allow teams to talk to clients and ensure no lead goes untouched.
Increased capacity without adding headcount
Labor costs are among the biggest concerns for a law firm. By automating tasks, law firms can scale their operations efficiently, handling more matters without expanding staff.
QualifyAI from Lawmatics empowers teams to convert more clients with less effort by routing qualified leads directly into workflows.
Lawmatics connects intake, CRM, and drip email marketing software for lawyers. This allows small firms to operate like large ones, using predictive insights that drive faster growth.
Core Legal Workflows Lawyers Can Automate
Legal document automation software has the potential to transform every essential task.
Client intake
Thanks to the large amounts of paperwork that it demands, the client intake process is the most lengthy part of any client lifecycle. Teams who use software can save time with automated intake forms, e-signatures, and data that syncs directly within the CRM.
Lawmatics’ built-in intake automation capabilities connect to follow-up workflows. Teams can save the effort involved in tracking down every client, sending reminders about pending documents like retainer agreements, and manually scheduling next steps.
Through QualifyAI, Lawmatics uses AI-powered lead scoring for law firms to accelerate intake by prioritizing the highest-value prospects first.
Marketing & follow-up
Firms that want to move beyond word-of-mouth client acquisition often spend a significant budget on marketing. Automation software can help reduce these costs by increasing conversation rates and decreasing acquisition costs through triggered drip campaigns, SMS updates, and personalized nurture sequences.
Lawmatics automates all of these processes within one unified dashboard. It makes it easy for teams to assess their marketing return on investment (ROI) at a glance. In turn, they save time and effort on reporting as well as on managing campaigns.
Case Management & communication
Clients who receive an exceptional experience are more likely to turn into promoters. However, firms chasing this exceptional experience can’t afford to miss deadlines or go radio silent during a retainer.
Lawmatics offers task reminders, automated deadlines, and document workflows to make sure every client feels cared for and prioritized. It can even sync with Clio and MyCase to ensure firm-wide synchronization.
Time tracking & billing
Billing and time tracking is an essential part of any law firm’s practice. If invoices are inaccurate, it can have implications on overall company margins,revenue, and reputation.
Lawmatics’ time-tracking tools link directly to invoicing systems, giving firms visibility into productivity and client value per matter. It empowers teams to make strategic, data-driven decisions about internal staffing needs and how to allocate capacity across clients.
5 Steps to Legal Workflow Automation
Law firm automation doesn’t happen overnight, but the process itself is generally straightforward and easy. Here’s how to make it happen.
Step One: Map your current legal workflows
To identify whether your team is a good fit for attorney automation, begin by mapping your legal workflows as they currently exist.
Then, either individually or together as a team, try to identify bottlenecks in intake, communication or billing. Based on the gaps you’ve identified, start writing possible solutions to those gaps. This will give you a list of which features to look for in a tool.
Step Two: Select the right legal workflow automation software
There are many automated legal platforms available on the market. While you’ll want to look for ones that provide the features you’ve indicated in Step One, there is another important factor to consider.
Look for a solution that integrates with your current tech stack. This ensures you can maintain the current operations that are working for you and discard those that aren’t.
Step Three: Start small with high-impact automation
Automation is powerful and, as a result, should be used carefully. It can be tempting to automate everything at once, but this can be quite overwhelming for a team.
Start with one process. Client intake automation is a great place to start. Then, measure results. If you see a positive change, you can move on to the next automation.
Step Four: Train your team for adoption and success
Law firm success depends on the output of the whole team. You need everyone on board in order for your automation efforts to be successful.
The best way to set your team up for success is by providing clarity and templates where possible. Most automation software is easy to learn. But, it can be helpful to go with a system that offers dedicated support in the first few months.
Step Five: Monitor and optimize your automated workflows
There are a few important reasons to monitor and optimize your automated workflows:
- To make sure everything you’ve implemented is serving both the team and the client.
- To make sure you’re receiving a great ROI from your software.
Lawmatics comes with a built-in reporting dashboard that makes it easy to track efficiency gains. Request a demo to see how Lawmatics can help you automate your specific legal workflows.
Common Legal Workflow Automation Challenges and How to Overcome Them
Lawyer automation software is generally simple to implement with amazing returns. However, it’s best to be aware of the possible challenges before you start an engagement. Here are some of the most common issues that law firms run up against:
- Fear of disruption: Fear of change is normal, and if change is associated with disruption and discomfort, the fear can be even worse. It can be hard to sell change-resistant teams on a new tool, especially if they think it’s going to make their job harder.
- Integration fatigue: Most teams have been through countless tools, which means multiple logins and multiple opportunities for headaches. It can be hard to sell a team on a new tool if they don’t truly believe it will make their lives easier.
- Inconsistent workflows: If a team is working on a shaky workflow foundation, it can be hard to know where to begin with automation.
Lawmatics answers all of the above concerns by unifying legal CRM software, automation, intake, and analytics in one easy-to-use platform. Plus, Lawmatics integrations connect with the software your team already uses every day, reducing the time your team spends juggling different systems.
The Future of Legal Workflow Automation: AI-Driven Efficiency
The next wave of legal workflow automation isn’t just about triggering tasks. It’s about software that can anticipate what needs to happen next.
With modern AI workflow automation, your systems can spot patterns in client behavior, score new inquiries, and trigger the proper follow-ups automatically—without adding more work to your team.
That’s where Lawmatics’ QualifyAI comes in. Built directly into Lawmatics' legal CRM, QualifyAI is a sophisticated lead-scoring automation engine designed specifically for law firms. Instead of treating every inquiry the same, it:
- Analyzes client behavior (form submissions, email engagement, response times).
- Reviews communication history and intake answers.
- Interprets engagement signals across your marketing and intake touchpoints.
From there, QualifyAI automatically ranks leads based on fit and intent, so your team knows exactly who to call first.
The benefits are immediate:
- Saves time qualifying leads by replacing manual gut checks with consistent, data-driven scoring.
- Prioritizes high-value clients, ensuring your best opportunities get a faster, more focused response.
- Improves marketing ROI by connecting campaigns and channels to the leads that actually convert.
By pairing AI-driven lead scoring with automation across intake, communication, and reporting, Lawmatics is helping firms move from reactive to truly proactive operations. It’s a clear example of how AI doesn’t replace attorneys—it gives them better information, faster, so they can make stronger decisions.
As AI continues to advance, firms that embrace data-driven workflows will gain a lasting edge: fewer bottlenecks, more predictable growth, and a practice that runs as intelligently behind the scenes as the lawyers who lead it.
Transform Your Firm’s Legal Workflow with Lawmatics
Automation isn’t just about convenience for staff. It’s one of the most reliable ways for law firms to increase profitability and deliver a stronger client experience.
By removing repetitive manual tasks, firms can operate with more consistency, more speed, and far fewer administrative bottlenecks.
Lawmatics makes this possible by streamlining every workflow from initial intake through engaging repeat clients. Its unified system gives firms complete transparency into what’s happening at each stage of the client journey.
Backed by real-time legal analytics and reporting tools, it helps teams make confident, data-driven decisions. QualifyAI pushes these gains even further, giving firms predictive insight into their best opportunities. This way, they can prioritize the right clients at the right moment.
Request a demo to see how Lawmatics transforms legal operations.
Frequently Asked Questions
How can automation help my law firm?
Automation increases efficiency, reduces human error, and helps firms scale without hiring more staff. It frees attorneys from administrative work so they can focus on strategic, billable client work.
What legal tasks can be automated?
Tasks like client intake, document generation, follow-ups, billing, scheduling, and marketing outreach are all strong candidates for automation.
Is legal workflow automation only for large firms?
Not at all. In fact, small and midsize firms often stand to gain the most from automation.
Large firms may use enterprise systems to streamline complex, multi-department workflows. Meanwhile, smaller firms may rely on automation to offset limited staff, improve consistency, and scale client intake without adding headcount.
How does Lawmatics support automation?
Lawmatics combines CRM, client intake, and a legal marketing automation platform into one. The whole platform is supported by QualifyAI, which automatically scores and prioritizes leads for faster response times.
Will automation replace lawyers?
No. Automation handles repetitive tasks so attorneys can focus on legal strategy, client relationships, and work that requires human judgment.
Why automate legal workflow processes?
Automation saves time, reduces errors, and creates consistent, streamlined workflows. It helps firms boost productivity, enhance client satisfaction, and scale without expanding staff.
Legal billing software is a type of legal software designed specifically for law firms and legal professionals to manage and automate the process of billing clients for legal services. Legal billing software for small firms streamlines the billing workflow, making it easier, more efficient, and accurate.
Why is legal billing important?
Legal billing is important for several reasons, including revenue generation, client expectations, financial management, compliance, and more. Let’s take a look at these examples:
- Revenue generation: Billing clients for legal services is the primary way law firms generate revenue to ensure that lawyers are compensated for their time, expertise, and resources.
- Client expectations: Clear and accurate billing practices help manage client expectations regarding costs and fees, foster trust, and strengthen the attorney-client relationship.
- Financial management: Billing software helps track billable hours, expenses, and payments, providing insights into the firm's financial performance and cash flow.
- Compliance: Legal billing must comply with ethical rules and regulations, including accurately documenting billable hours, providing detailed invoices, and adhering to guidelines for trust accounting.
- Efficiency and productivity: Streamlining the billing process with automated tools reduces administrative burden for lawyers and staff, decreases the likelihood of errors, and ensures invoices are generated promptly.
- Dispute resolution: Detailed billing records serve as valuable documentation in case of disputes over fees or services rendered and can help resolve disagreements and avoid potential legal disputes with clients.
By automating the billing process, legal billing software helps law firms save time, reduce errors, and improve transparency in financial transactions with clients, making it an essential tool for managing the financial aspects of law practices.
What is a legal billing system?
A legal billing system is a software solution designed to facilitate the management of billing processes within law firms and legal departments. It automates various aspects of the billing workflow with time and billing software, expense tracking, invoicing, and client billing management. Simple legal billing software systems are tailored to meet the specific needs of legal professionals and often incorporate options to ensure compliance with ethical rules and regulations governing legal billing practices.
What are the functions of a successful legal billing system?
The best legal billing software for small firms must be straightforward, user-friendly, and efficient. What is needed for billing software? Here are some key features:
- Time tracking: Legal billing software allows lawyers to record the time spent on each client or case, which is crucial for accurately billing clients for billable hours.
- Expense tracking: Automated systems track and manage expenses related to a particular case or client, such as travel expenses, court fees, and other reimbursable costs.
- Invoicing: Billing software generates invoices based on recorded billable hours and expenses, often allows customization of invoice formats, and may support different billing structures (hourly rates, flat fees, contingency fees).
- Reporting: Billing software provides reports on billable hours, expenses, payments received, and outstanding balances to help lawyers and law firms analyze their financial performance.
- Client and matter management: Billing tools organize client information and case details, making it easier to associate billable activities with specific clients or matters.
- Integration: Some legal billing software can integrate with other legal practice management software, accounting software, or CRM systems to create a seamless workflow.
- Compliance and trust accounting: Legal billing software helps ensure compliance with legal accounting rules and regulations, including trust accounting for handling client funds in compliance with ethical guidelines.
When firms ask, “What software is used to keep track of billable hours?” The clear answer is software that will streamline the billing process, improve accuracy and efficiency, ensure compliance with regulatory requirements, and support the growth of the operation.
How much does it cost to buy a billing software for a law firm?
The cost of legal billing software can range from a few hundred dollars per month for small firms with basic needs to tens of thousands of dollars per year for larger firms with advanced functionality and customization requirements. It's essential for law firms and legal departments to carefully evaluate their needs and budget considerations when selecting legal billing software and to consider both the upfront costs and ongoing expenses associated with implementation and usage.
Why use legal software like Lawmatics?
While most legal professionals appreciate the importance of prompt and accurate billing, some still ask, “What does legal software do in relation to billing?”Lawmatics’ law firm billing software automates the billing process — from invoice generation to billing, payment collection, and payment status. Recurrent invoicing, tracking billable hours, matter management, and reporting all work seamlessly together. All logged time entries are transferred directly into invoices as line items for on-demand legal billing and invoice generation.To learn more about how to streamline your legal billing process with Lawmatics, request a demo today.
Although legal professionals cannot predict the future, they can look to the past for lessons. After all, from the onset of technology in the workplace to the popularity of the internet, social media, legal software, and working remotely, lawyers have always adjusted to new technologies to remain relevant. With today’s rapid technological advances and increased adoption by legal professionals, the future of legal technology is promising.
How has technology changed being a lawyer in the last 15 years?
Over the past 15 years, technology has significantly transformed the legal profession. Here are some major ways technology has changed being a lawyer:
- Document management: The shift from paper-based to digital document management systems has improved efficiency in organizing, storing, and retrieving legal documents.
- Cloud computing: The use of cloud-based solutions has allowed lawyers to access data and applications from any location with an internet connection.
- Legal analytics: The emergence of legal analytics tools that analyze legal data, identify trends, and predict case outcomes, empowering lawyers to make data-driven decisions.
- Automation: Automation tools have streamlined repetitive tasks such as document review, contract analysis, and legal research.Social media: Lawyers now utilize social media platforms for professional networking, marketing, and staying informed about legal developments.
These and other changes reflect a broader trend of digitization and increased reliance on technology in the legal profession.
What software do lawyers use today?
Lawyers use various software tools to enhance efficiency, manage casework, and streamline legal processes. Here are some common types of software used by lawyers today:
- Client intake software: Legal client intake software streamlines the process of attracting leads, following up with them, engaging them, setting up a consultation, and ultimately securing and onboarding them as paying clients.
- Billing and timekeeping software: Time and billing software automates each step of the billing process and helps lawyers track billable hours, generate invoices, and manage financial transactions.
- Marketing automation software: Marketing automation helps busy lawyers with multiple cases find time to generate leads and efficiently market their law firms while focusing on their client’s cases.
- Legal CRM (Client Relationship Management): CRM software helps law firms manage the entire client journey by enhancing relationships, tracking leads, and improving client communication.
- Communication and collaboration tools: Lawyers use email, video conferencing, collaboration platforms, and client portals to communicate securely with clients, colleagues, and other stakeholders.
The choice of software depends on the specific needs and preferences of each law firm or legal professional.
How will technology affect lawyers in the future?
Legal technology will likely continue to bring significant changes, impacting various aspects of legal practice. Here are some potential developments:
- Artificial intelligence (AI): “Smartfirms” that integrate AI technology into their workflows will enjoy a seamless client experience, unified tech stack, and data-driven methodology.
- Document drafting and management: Firms will increasingly streamline their document creation process with document automation platforms to save time and reduce error.
- Remote collaboration: Technology enables lawyers to collaborate seamlessly, and legal professionals will continue to work remotely while maintaining efficient communication.
- Cybersecurity and privacy compliance: With the increasing reliance on digital tools, lawyers will need to focus more on cybersecurity and privacy issues.
The legal tech industry will continue to grow and develop innovative solutions—case management tools, communication platforms tailored for legal professionals, and more—to address various challenges in the legal field.
What is the Future of Being a Lawyer?
The future of law is intrinsically linked to technological competence, underscoring a journey of continuous learning and adaptation. Lawyers should not be afraid of technology but rather treat it as a tool to be leveraged. Future lawyers will not only be legal experts but also proficient in harnessing technology. Their role will increasingly involve utilizing artificial intelligence for predictive legal analysis, navigating sophisticated cybersecurity protocols to safeguard client data, and employing advanced software for case management and client communication. This transition speaks to a broader theme: the resilience and adaptability of the legal profession in the face of technological change.Moreover, this change is not just about adopting new tools, but also about a fundamental shift in mindset. Lawyers of the future will think more like technologists, understanding the implications of digital advancements on legal ethics, privacy, and access to justice. They will be at the forefront of interpreting and shaping laws that govern emerging technologies, such as blockchain and AI.
Why is technology important for lawyers?
Legal professionals deal with vast amounts of information, documents, and data. Technology tools like case management software, document automation, and legal research platforms, help streamline workflows, saving time and improving overall efficiency.
Will there be a need for lawyers in the future?
Despite the evolving landscape of technology, there will continue to be a need for lawyers in the future. While technology is transforming various aspects of the legal profession, it is unlikely to replace lawyers entirely because legal matters are intricate, and the interpretation and application of laws can be highly complex. Lawyers possess the expertise to navigate these complexities, provide legal advice, and represent clients in court when necessary.
Ensure the future of your law firm with Lawmatics
According to Gartner research, legal departments will likely triple their investments in legal technology by 2025. Technology in law firms is increasing, and the future of lawyers will undoubtedly include legal tech. Lawmatics brings lawyers and technology together with software that automates legal client intake, workflow, marketing, legal billing, document management, and more. To learn more about how Lawmatics will help your firm thrive—now and in the future—get a demo today.
The rapid evolution of technology has sparked a transformation in the legal industry. To remain competitive, today’s lawyers must adopt legal software to manage the growing complexity of legal matters, meet client demands. Because the need for tools that automate repetitive tasks and workflows continues to rise, the future of legal technology remains bright.
What is the legal tech industry?
The legal tech industry incorporates technology, software, and innovative solutions to address challenges and improve efficiency within the legal sector. Legal tech encompasses a wide range of tools and applications designed to streamline legal processes and enhance the delivery of legal services. Some examples of legal tech tools include legal accounting software, document automation, and appointment scheduling systems.
How big is the legal tech industry?
The legal tech market is vast and growing by leaps and bounds — in 2022 alone, the global legal tech market was valued at $23.45 billion and is expected to grow at an annual rate of 9.1 percent from 2023 to 2030. The industry is experiencing significant growth in artificial intelligence (AI), smart contracts, and blockchain technologies, and inflation has also played a key role in legal tech adoption. According to Gartner, 63 percent of legal decision-makers plan to increase legal tech investments to battle high inflation rates.
Is legal tech a growing industry?
Yes, legal tech is considered a growing industry. The increasing adoption of technology across various industries, coupled with the potential benefits tech provides to those working in the legal field, has fueled the growth of legal tech.
Why legal tech is growing
Why is technology important in the legal field? The legal tech industry is a growing and dynamic sector experiencing significant growth, driven by technological advancements, changing client expectations, and the need for increased efficiency and effectiveness. Several factors contribute to the industry's growth:
- Efficiency and cost savings: Legal tech solutions promise increased efficiency, automation of routine tasks, and significant cost savings for law firms and legal departments.
- Increased complexity: Legal work has become more complex and data-driven. Legal tech tools, such as AI and machine learning, help analyze large amounts of information and support legal professionals in decision-making.
- Access to justice: Legal tech initiatives often improve access to justice by making legal services more affordable and accessible to a broader range of individuals and businesses.
- Remote work: The COVID-19 pandemic accelerated the adoption of digital tools in the legal sector as remote work became more prevalent, further enhancing the impact of technology in law.
The growing importance of technology in law has fueled the growth of legal tech, which has become critical for firms of all sizes. Legal tech helps large and small law firms (and all those in between) improve efficiency, enhance client services, and stay competitive in a rapidly evolving legal landscape.
How technology is used in being a lawyer
Lawyers use legal technology to enhance their practices, streamline processes, and improve overall efficiency. Here are some examples:
- Document automation: Lawyers use document drafting software to create, edit, and manage legal documents, such as contracts, pleadings, and agreements.
- Practice management: Practice management software assists lawyers in organizing and managing case-related information, deadlines, and client communications.
- Time and billing software: Lawyers use time-tracking and billing software to monitor billable hours, generate invoices, and manage financial transactions.
- Legal analytics: Reporting and analytics tools help lawyers gain insight from legal data, enabling informed decision-making and strategic planning.
- Client relationship management (CRM): Lawyers use legal CRM software to manage client relationships, track client interactions, and maintain organized client records.
By incorporating legal technology into their practice, lawyers can boost efficiency, cut costs, improve client relationships, stay competitive in a rapidly evolving legal landscape, and more.
Is legal technology the future?
Future legal trends indicate that legal technology is the future. The industry is experiencing momentous growth and innovation, and experts forecast that in-house legal departments will earmark 12 percent of their budgets for legal tech by 2025. Law firm technology trends indicate that tech has transformed the industry and will continue to do so as more and more firms adopt these tools, prompting some to ask: Are lawyers likely to be replaced by AI? The answer? Not likely. Although AI and other legal tech tools have drastically transformed the legal industry, the role of lawyers involves complex decision-making, interpretation of sophisticated information, and human-centric skills that technology cannot imitate.
Lawmatics legal tech helps law firms grow
Legal tech is booming—is your firm ready to jump on board? To learn more about how Lawmatics’ legal tech will prepare your firm for the future in a rapidly advancing legal industry, request a demo today.
Law practices such as yours are drowning in the sea of disparate data sources. Marketing performance, advertising ROI, team performance and efficiency – modern firms manage a swath of complicated and sometimes confusing metrics related to their intake, marketing, and financial health.For too long, these data points have been scattered across applications, hidden under windows and tabs, fragmented beyond reasonable use. Essential information is hidden in long scrolls of incomprehensible numbers, cluttered with irrelevant data. And up until now, only true data geeks and tech wizards have been able to consolidate everything into a legible, organized control panel.This disorganization creates inefficiencies and slows responsiveness to client needs. It leaves frustrated team members wondering if their marketing efforts are attracting enough of the right clients, or whether they’re making the most of their billable hour.Managing a law firm is hard enough. Understanding the health of your firm shouldn’t be.Welcome to Lawamtics Custom Dashboards.
Why Custom Dashboards?
Every facet of your law firm is unique – the clients your firm attracts, the investments you make in marketing channels, your intake process, even the services you offer. Your firm’s data is no different.Each unique aspect of your firm creates a diverse set of data that can make it hard to understand how your business is actually performing. Tracking down where to find each datapoint – let alone gaining understanding of what that data means for your business – can be a tedious hassle. The result? You find yourself quagmired in a slew of browser tabs, staring at charts that tell you a lot without really telling you anything, making it a challenge to plan your next move or plug any efficiency gaps.These inefficiencies are the bane of a lawyer’s existence. In Thomson Reuters’ 2024 Report on the State of the US Legal Market, in-house counsels cited “efficient processes” as their #1 cost-cutting strategy. You may not be an in-house counsel, but your inefficiencies can eat into your billable hours or affect your fixed-fee and contingency arrangements, a shared challenge for all legal professionals.With Custom Dashboards, you can say goodbye to the tyranny of tedious disorganization. As your law firm’s new homepage, Custom Dashboards delivers your most critical performance metrics right to your fingertips.
Data that matters most, at a glance
Imagine having immediate access to the information that drives your success all in one central location. Imagine having one hub to evaluate your client acquisition metrics, marketing channel performance, and intake process efficiency.Custom Dashboards keep all these metrics – and your team – on the same page.Our new feature consolidates your firm’s critical business metrics into one easy-to-use interface. Think of it like a snapshot of your firm’s vital organs. With these dashboards, you can:
- View your e-signature completion stats
- See your upcoming critical tasks
- Track staff performance and productivity
- Prepare for upcoming appointments
- Monitor progress towards your goals
Custom Dashboards are more than a convenience. They provide a holistic view of your firm’s performance, empowering you to understand the story your data tells and navigate your law firm’s growth plan with clarity.
Performance visualization that suits you
So, how exactly is all this information presented?Your Custom Dashboards can be built with a host of insight panels to deliver the information that’s valuable to you. These panels include:
- Text – Add simple text to your dashboard, whether it’s an inspirational quote or team memo
- Data – Pull data directly from your CRM, including tasks, appointments, custom report insights, matter metrics, and more
- Groups – Link multiple panels together to create clusters of insight into your business
- Headers – Label and name your sections and groups to keep yourself organized
After you’ve built and grouped your panels, you can adjust their appearance to provide the best at-a-glance visuals for you. Depending on your preferences, you can set up your dashboard visualizations as:
- Values
- Pie charts
- Bar charts
- Gauges
(Pssst – think we’re missing something? Don’t be afraid to drop us a line. Your idea may just be in the next batch of updates!)
Complete dashboard control for all
The struggle against data disarray is a collective challenge. That’s why your Custom Dashboards are displayed for every user throughout your law firm.Foster transparency and accountability across your organization with real-time data right on the homepage of your firm’s CRM. Every team member can access essential metrics without having to dig through different systems. This central hub is how your attorneys will track the progress of their ongoing matters, where paralegals will monitor e-signature requests, and how intake specialists keep your pipeline moving.By default, your firm’s Admin users will have access to view, create, and edit Custom Dashboards. If you want to change who can alter your firm’s dashboards, permissions can be edited in the Manage Roles section of your firm’s settings.
Get started with Custom Dashboards
Lawmatics is leading the charge against disorganization, inflexibility, and inefficiency in law firm operations. We’re incredibly excited that this latest feature offers an unparalleled level of control over your firm’s data. From tasks to appointments, Custom Dashboards transform disparate data points into actionable insights.If you’re a Lawmatics user with the Team plan or above, the power to revolutionize your law firm’s data management is already here. Log in today to set up your Custom Dashboards.If you’re not using Lawmatics yet, you’ll want to get a complete demo to see all of our features in action, including Custom Dashboards. You’ll see just why Lawmatics is the #1 legal CRM, client intake, and marketing automation platform.
In the dynamic landscape of legal practice, where time is a precious resource, the pursuit of efficiency has become paramount. Manual tasks and processes in law firms can be a bottleneck to growth, often leading to delays, errors, and missed opportunities.Enter Lawmatics, a beacon of innovation designed to transform the way legal professionals operate.
Intake
Manual handling of intake processes, including forms, marketing tracking, new lead follow-ups, and pipeline management, can lead to inefficiencies, delays, and potential errors. Recognizing these challenges, Lawmatics provides a solution to eliminate manual work in each of these areas. Let's explore how you can transform and streamline your client onboarding for a more efficient and error-free process.
Forms and Documents
One of the simplest ways to collect leads is via a Contact Us form on your firm’s website. Lawmatics makes it easy to embed a contact form on your site, which seamlessly channels new leads directly into your CRM.
You also have complete control over the fields, styling, colors, and more of your website form.
Once a web form has collected your leads, the completion of said form can be set to trigger further steps in your process such as sending a more robust intake form or document request.
Lawmatics uses sophisticated conditional logic to give your clients the best possible experience when filling out your forms, making sure that they only need to answer questions that are relevant to their matter.
This is also incredibly useful for your staff, since they no longer need to to manually filter through unanswered questions or data that doesn’t apply to the matter at hand.Similarly, Lawmatics documents are also a highly customizable and automateable part of your intake. Build a template once, including options like conditional logic and e-signature, and you’ll never need to manually draft that document ever again.
Forms and documents alike can be built into your automated workflows to ensure that the right template is sent out exactly when it’s needed – without you or your staff needing to take the time to manually send it.
Marketing Sources
Allocating your marketing budget requires pinpointing the most lucrative marketing sources. In the past, manually tracking down lead sources and assigning tags or attributions may have been the norm. With Lawmatics, you can set and forget.Simply configure your marketing sources in your account settings, after which you can create Automations to tag your leads automatically based on the source they enter the CRM from.
Lawmatics will then take charge of assigning all of your incoming leads accordingly, freeing up your time to spend on other tasks. And when it comes time to evaluate marketing campaigns, you’ll have perfect data to consider.
Follow Ups
No matter the stage of the client journey, communication is key for staying top of mind. Lawmatics makes it easy to create automated follow-ups and check-ins, ensuring prompt and consistent communication without manual effort on your end.Create a simple drip campaign using any trigger of your choice to keep in touch with your leads.
These campaigns can be as long or short as you wish, and you can increase the odds of engagement by opting for a variety of communication mediums like text messages or emails.
Pipeline
One of the most beloved features of Lawmatics, the intake pipeline, is your go-to for staying on top of all of your leads as they progress through your sales funnel. While you have the option to use the pipeline feature as a drag-and-drop tool (manually), the flow of clients through your pipeline can be automated to eliminate any human error.For instance, any new lead entering your pipeline can automatically be placed in the New Lead stage using a “change attributes” action in an Automation. Likewise, when they schedule their consultation, they’ll automatically progress to the next stage.
No more manually updating statuses or tracking lead progress in a spreadsheet. The pipeline is your one-stop shop for knowing exactly where a lead is at all times.
Case Management
Automation in case management – taking on tasks like scheduling, task allocation, conflict checking, and payments – significantly reduces manual effort and human error. Implementing automated systems provides convenience and efficiency for both clients and staff.
Scheduling
There are several ways to use Lawmatics to take the manual work out of your scheduling:
- Booking links allow clients to book their own meetings based on your availability. They also allow you to set custom availability for different event types, so that your appointments are booked according to your specifications.
- Booking forms are useful when you need to collect additional information from the client, since it serves as a form and a scheduler all in one automatic step. No more phone tag or rescheduling hassle.
Tasks
Tasks are commonly seen as an inherently manual aspect of law firm operations. With Lawmatics, that’s not necessarily the case. Our automatic task system allows you to create templated tasks as part of an Automation.
Not only can the system assign tasks, but it can also trigger a further step in your process once a particular task has been completed.Have certain tasks that must be assigned and completed on a recurring basis? Lawmatics can handle that too. Build a recurrence schedule just once, and then you’ll be set for those tasks for life.
Conflict Checking
You may be so accustomed to running manual conflict checks that it’s never even occurred to you to automate this process. Lawmatics changes the game.Our sophisticated conflict checking system allows you to template your search terms using merge fields.
The system then examines potential matches closely and verifies or flags the check accordingly. Make informed decisions about your clientele and ethical obligations without having to filter through paper records.
Client Portal
For the client who loves to take their matter into their own hands, Lawmatics offers the Client Portal. This feature grants your client full access to a personalized hub of all case details such as communication logs, documents, etc.Simply use our Automation action to invite them to the Portal upon the appropriate trigger, then automatically share any tasks, appointments, forms, and documents to their Portal.
This gives them the chance to review their items on their own terms, without requiring any response or action from you.
Billing
While all elements of your practice are important, there are arguably none as important as receiving payment for your services.Through the use of our innovative LMPay system or through our LawPay integration, Lawmatics makes invoicing a simple set-and-forget process. Create custom invoice types with an optional default (that always be edited for one-off invoices if needed) and send an invoice automatically when you need to.We even offer a simple solution for collecting in-form payments for consultations or other paid meetings called the Payment Gateway.
If you’re not yet using LMPay, feel free to reach out to support@lawmatics.com to get started.
Networking
Networking and marketing tasks – like event hosting, marketing emails, and referrals – are vital for nurturing client relationships and generating leads. Manually managing these activities can be time-consuming. Automating these efforts enables consistent and personalized communication, fostering stronger relationships and expanding the firm's reach.
Events
Hosting events is a great way to keep in touch with your network and your local community. Use Lawmatics to easily create your events and collect attendees, whether they’re in-person happy hours or virtual webinars.
Event registration can be added onto a form, so that registrants are collected automatically, even giving them the opportunity to choose from multiple events that might interest them.Take things a step further and include an automated message (or any other action item) that triggers upon event registration.
Drip Campaigns
While we already mentioned email campaigns for intake automation, they’re also incredibly useful for keeping in touch with your entire book of business. For example, you might have a drip campaign that triggers upon the completion of matter, initiating a sequence of follow-ups and check-ins for that client now that their case is finished.It may seem daunting to write all of those emails. Don’t worry – Lawmatics has an automated solution for that too. Use LM[AI] to draft your emails with our artificial intelligence.
![LM[AI]](https://cdn.prod.website-files.com/688005f0c89682201c6776e9/68d1bde3abf1236abcce48e9_68a8d834c86f5492edc669f6_image1.avif)
You have the option to let LM[AI] write your emails entirely, or simply use it as a jumping off point for creating your email content.
Date-Based Email Campaigns
In addition to drip campaigns, Lawmatics is also your solution for automated email campaigns that must be sent on a particular date. This can be automated for a date unique to a particular client, such as a birthdate or anniversary, as well as for holidays and firm announcements.Lawmatics makes it easy to create your email, and then automate it to send on a particular date and time (or the date and time populated into a variable field).
The campaign will also automatically log your performance statistics such as opens, clicks, and bounces, for you to review at your convenience.
Conclusion
The era of manual work in law firms is now an epoch of the past. The shift towards automation isn't merely a technological trend; it's a strategic imperative. By leveraging the power of Lawmatics to eliminate manual work, law firms can reclaim valuable time, reduce errors, and fortify their foundations for sustainable growth. The journey toward a more efficient, client-centered, and future-ready legal practice begins with embracing the transformative capabilities of Lawmatics. Here's to a future where manual work takes a back seat, allowing law firms to focus on what truly matters – delivering exceptional legal services with precision and ease.
Legal software utilizing artificial intelligence (AI) helps law firms automate routine tasks like billing and document management, allowing lawyers and staff to focus on strategic tasks (or other areas that require their skills and expertise) and less on repetitive administrative tasks.
How is AI being used in the legal field?
AI is increasingly being used in the legal industry to streamline processes, enhance efficiency, and provide valuable insights. Here are several ways in which AI in law and legal practice is making an impact:
- Document review and discovery: AI-powered tools, such as machine learning algorithms, are employed to sift through large volumes of legal documents during the discovery phase of a case to identify relevant information and reduce the time and cost associated with manual document review.
- Legal research: AI assists legal professionals in conducting comprehensive legal research. Advanced algorithms can quickly analyze vast legal information databases, statutes, and case law to provide relevant and up-to-date information.
- Contract analysis: AI technologies, including natural language processing (NLP) and machine learning, are used to analyze and review contracts to identify key terms and potential risks and help ensure compliance.
- Predictive analytics: AI can predict case outcomes based on historical data to help lawyers and legal professionals make more informed decisions about case strategy and settlement options.
- E-discovery: Electronic discovery (eDiscovery) includes the identification, collection, and production of electronically stored information (ESI) in legal cases. AI helps automate and accelerate the e-discovery process by quickly sorting through large datasets.
- Legal analytics: AI-driven legal analytics tools provide insights into trends, precedents, and the behavior of judges. This information can be valuable for lawyers in building stronger cases and making more informed legal decisions.
- Risk management: AI is useful for assessing and managing legal risks. By analyzing various factors, including historical case data and regulatory changes, AI can help identify potential legal risks and recommend mitigation strategies.
- Compliance monitoring: AI systems can monitor regulatory changes and ensure that organizations remain compliant with evolving laws and regulations, which is particularly important in highly regulated industries.
Integrating AI in the legal industry aims to improve efficiency, reduce costs, and enhance the overall quality of legal services. However, it's important to note that while AI offers numerous benefits, ethical and privacy considerations must be considered to ensure responsible and fair use of these technologies.
What is an example of AI in the legal sector?
AI tools can automate and perform certain routine tasks for lawyers, allowing them to do more in less time and better serve clients. Here are several examples of how AI is making an impact in the legal sector:
Legal AI chatbots
AI-powered chatbots can interact with clients and provide them with basic legal information, answer frequently asked questions, fill out forms, and guide individuals through initial legal processes.
AI legal assistants
AI-powered legal assistants are designed to assist lawyers and legal professionals in their work by leveraging natural language processing (NLP), machine learning, and other AI technologies to perform various tasks.
AI for legal writing
AI can be used to help lawyers and legal professionals draft documents, generate legal content, and improve the overall quality of written materials.
AI for legal research
Advanced AI algorithms can quickly analyze vast legal information databases, statutes, and case law to provide relevant and up-to-date information.
How will AI change the legal industry?
AI will bring significant change to the legal industry by transforming various aspects of legal practice, from research and document review to client interactions and case strategy. Here are the answers to some common questions regarding how AI might impact the legal industry:
Q: Will AI replace paralegals?
A: AI is not likely to replace paralegals entirely, although it will potentially transform their roles and the way they work. While paralegals have essential human skills and judgment that are difficult to replicate with artificial intelligence, AI technologies can automate certain routine tasks and streamline processes, including:
- Completing repetitive, rule-based tasks such as document review, legal research, and data extraction
- Retrieving relevant case law, statutes, and legal precedent to save time and provide valuable insight
- Drafting standard legal documents by providing templates and suggesting language based on predefined criteria
Human paralegals excel at the contextual understanding required for more complex drafting of documents, possess the empathy necessary for effective client Interaction, and can adapt to changing legal landscapes and learn from new experiences. The collaborative use of AI tools alongside human paralegals allows for a synergistic relationship that combines the strengths of both AI and human expertise.
Q: Will AI replace legal secretaries?
A: AI has the potential to automate certain tasks traditionally performed by legal secretaries, but it's unlikely to completely replace the role. Legal secretaries often handle various administrative tasks, communication management, and document preparation. Although AI can assist in some of these areas and automate routine administrative tasks such as scheduling, calendar management, and document organization, it lacks certain essential, human-centric skills. Therefore, the role of legal secretaries is likely to evolve rather than be replaced by AI, which will function as a tool to support and enhance their capabilities.
Q: Is there an AI that acts as a lawyer?
A: While AI has made significant advancements and has been used in various legal applications, AI cannot fully function as a lawyer in the traditional sense. The practice of law involves not only the application of legal rules and precedents but also requires complex human skills such as judgment, empathy, ethical reasoning, and strategic thinking. Here are some key reasons why AI cannot replace human lawyers:
- Legal interpretation and application: AI can analyze large datasets of legal information, identify patterns, and provide insights, but it may struggle with the nuanced interpretation and application of laws in specific cases. Legal reasoning often involves understanding context, intent, and the unique facts of each situation, which can be challenging for AI.
- Client counseling and empathy: Effective legal representation often requires interpersonal skills and the ability to understand and empathize with clients. AI lacks the emotional intelligence and human touch necessary for counseling clients, building trust, and navigating the complexities of human emotions.
- Strategic decision-making: Legal professionals make strategic decisions based on a combination of legal expertise, experience, and an understanding of the broader context. AI may lack the ability to make strategic decisions that consider the multifaceted aspects of a legal case.
- Advocacy and oral argument: AI does not possess the ability to engage in persuasive oral argument, negotiation, or courtroom advocacy. Effective advocacy requires not only a deep understanding of the law but also the ability to communicate persuasively and adapt to dynamic situations.
- Ethical decision-making: Ethical considerations are inherent in legal practice, and lawyers must often make ethical decisions based on their professional judgment. AI lacks the moral reasoning and ethical intuition that human lawyers bring to their practice.
- Creativity and innovation: Practicing law is an art, not a science, and legal problem-solving often involves creativity and innovation. While AI can analyze existing legal precedents and data, the ability to think creatively and find novel solutions to legal challenges is a human attribute.
- Dynamic adaptability: The legal landscape is dynamic, with laws evolving, new precedents being set, and societal changes influencing legal interpretation. Human lawyers possess the ability to adapt to these changes, whereas AI may struggle to keep up with the nuances of evolving legal contexts.
Although AI is effectively being used to augment certain legal tasks, such as document review, legal research, and contract analysis, it is best viewed as a tool to assist and complement human legal professionals rather than a substitute for their roles. The collaboration between AI and human lawyers is likely to be more productive, with AI handling routine tasks and providing valuable insights, while human lawyers focus on the complex, nuanced, and uniquely human aspects of legal practice.
Q: Are there any free AI tools for lawyers?
A: Yes, there are some free AI tools and resources available for lawyers that can assist in various aspects of legal practice, such as:EVA (EVA (Electronic Virtual Assistant): A legal research tool that utilizes artificial intelligence to help users find relevant case law and legal information at no cost.Casetext: A free legal research platform that combines traditional legal research with AI tools. While Casetext offers both free and premium plans, the free plan provides access to a significant amount of legal content and features.Fastcase: A legal research platform that provides free access to its basic legal research tools and offers a comprehensive database of case law, statutes, regulations, and legal articles.Judicata: A website that provides free access to its legal research platform, offering tools for analyzing and understanding case law. It aims to provide users with detailed insights into the law.Gavelytics: A platform offering free access to some of its judicial analytics tools. While it has premium features, the free version allows users to access certain insights about judges and their behavior.Please note: the free versions of these tools may have limitations compared to their premium counterparts. Additionally, the legal tech landscape is dynamic, and new tools may emerge over time. Consequently, legal professionals should carefully review the terms of use and features of each tool to determine their suitability for specific needs.
Q: Is there any way to get free AI legal advice?
A: AI can provide general legal information and guidance, but it cannot offer personalized legal advice tailored to specific situations:
- Legal Information: AI can provide general legal information, such as explanations of legal terms, summaries of laws, and overviews of legal processes.
- Legal Guidance: AI may offer guidance on common legal issues by providing suggestions, checklists, or step-by-step instructions based on general legal principles.
- Legal Advice: AI cannot provide legal advice, which involves analyzing the specific details of an individual's case, considering the nuances, and offering recommendations based on applicable laws and regulations.
The use of AI in legal advice typically involves providing information on legal principles, explaining basic concepts, and offering general insights into common legal issues. However, the limitations of AI in the legal domain include the lack of contextual understanding, the inability to interpret unique details of individual cases, and the absence of ethical and emotional judgment.
How to appropriately use AI for law
AI can be used in the legal field in numerous ways to enhance efficiency, improve accuracy, and streamline various processes. However, to use AI appropriately, legal professionals and organizations must consider the following best practices:
- Due diligence: AI can be incorporated into various due diligence processes and can assist in analyzing vast datasets, identifying potential risks, and providing insights for decision-making.
- Ethical considerations: Legal teams must ensure that AI applications adhere to legal and ethical guidelines and that they are used responsibly to protect client confidentiality.
- Human oversight: Legal professionals should review and validate AI-generated results to ensure accuracy, relevance, and adherence to legal standards.
- Training and education: Firms must provide training and education for legal professionals on the appropriate use of AI tools and foster a culture of continuous learning to stay updated on AI advancements and their implications for the legal industry.
- Privacy and security: Lawyers should prioritize data privacy and security and implement measures to protect sensitive legal information and ensure compliance with data protection regulations when using AI.
By adopting these best practices, legal professionals can harness the power of AI to enhance their work, improve efficiency, and provide superior client service while maintaining the highest ethical and legal standards.
What kind of tools does a lawyer need?
Lawyers can benefit from various AI tools that enhance efficiency, improve organization, and streamline legal processes. The best tools for lawyers provide enhanced data security, user-friendliness, integration capabilities, and compliance with legal and ethical standards. Additionally, ongoing training and staying informed about advancements in legal technology are essential for maximizing the benefits of these tools.Lawmatics recently became the first legal CRM to launch its own legal AI software—LM[AI]—which incorporates the latest in breakthrough technology to help law firms become more efficient. This intuitive, easy-to-use text-generative tool is found directly within the Lawmatics platform and is available to all users, Pro Tier and above. To find out more, get a demo today.
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