The Lawmatics Blog
Insights on legal marketing, automating the law practice, and legal tech in general
Law firms spend a lot of time on the same three problems: getting the right information from new leads, quickly signing prospects after they’ve been qualified, and knowing which marketing dollars are actually paying off. In this session, Product Manager Devon Butler and Account Management Lead Clare Struzzi walk through new and upcoming Lawmatics features that address each of those challenges, from QualifyAI lead evaluation to e-signature packets and upcoming Meta Ads tracking.
Time stamps of key takeaways
7:15 – Send one link for forms, signatures, and payment
16:13 – Add automation around packet completion
24:03 – Set up QualifyAI agents by practice area
31:25 – See the “why” behind each QualifyAI recommendation
45:11 – Track Meta Ads spend and leads automatically
Webinar slide deck
A law firm marketing manager oversees a law firm’s promotional efforts, including both traditional and digital strategies. For example, conventional methods might include print, billboard, radio, and television advertising. Digital efforts, on the other hand, involve managing the firm’s website, keeping its blog updated, maintaining its social media presence, and overseeing lawyer biographies and other information posted on law firm review sites. Many of these duties can be streamlined through the use of law firm marketing automation, which provides many benefits to law firms and those who direct their marketing efforts.
Do lawyers need marketing?
Yes, lawyers need marketing! Whether a law firm is large or small, marketing is a critical way to bring in new clients and expand the business. A comprehensive law firm marketing plan should include information about marketing goals, target audience, market analysis, competitor evaluation, promotion strategies, and core messaging. A strong marketing manager understands both the firm goals and the benefits of marketing automation, and has the experience to offer or implement strategies to help make goals attainable.
What are the 5 key responsibilities of a marketing manager?
A marketing manager handles a law firm’s communication and business development to make the most efficient use of the budget allocated for marketing and advertising. To accomplish this, the chief duties of a marketing manager typically include:
- Directing marketing efforts. A marketing manager understands how to advertise through multiple mediums and is responsible for designing, overseeing, and assessing marketing campaigns.
- Planning events. Law firms and attorneys frequently host, attend, or speak at events to draw attention to the firm, connect with local businesses, and engage potential clients.
- Interacting with the media. Law firm marketing managers understand how to build a business by working with the media to help shed light on firm activities that may be newsworthy and of interest to those seeking legal representation.
- Conducting market research. Understanding a law firm’s client base and where to look to grow the business is critical. Marketing managers are responsible for analyzing market trends, conducting research on competitors, and increasing brand awareness. They frequently rely on visual reporting and analytics to make data-driven decisions and measure progress toward long-term goals.
- Interacting with colleagues. Marketing managers collaborate with colleagues to generate client interest and often oversee the communications between a law firm and its client base.
Effective marketing managers know that their job entails more than just advertising. They must “sell the firm” to potential clients to develop the business and free up attorneys to handle substantive legal work.
What does a marketing manager do on a daily basis?
Marketing managers oversee all law firm marketing campaigns on a daily basis. To accomplish this, they must schedule and attend meetings, brainstorm ideas for new campaigns, coordinate with the sales team and other departments to produce effective strategies, stay within their allocated budgets, and monitor the success of their efforts – an arguably demanding position to be in.However, when law firm marketing managers utilize automation software to capture incoming leads, they can increase efficiency and boost conversion rates. Rather than personally addressing each lead at every stage, automation technology allows them to set up custom templates and let the software do the heavy lifting. Marketing automation allows marketing professionals to create, schedule, and send automated client communications to improve organization, streamline workflow, and account for every detail from lead to conversion.Some of the marketing tasks that can be performed through automation include:
- Email campaigns – The automated creation, scheduling, and distribution of customized email communications to engage leads.
- Timely and personalized marketing materials – Messages sent automatically with a legal CRM triggered by specific criteria, such as thank you messages sent to clients after an initial consultation.
- Automated intake – Legal intake management software helps managers configure visual pathways, step-by-step templates, timed trigger client action campaigns, and segmented follow-up messages – with the click of a mouse.
- Appointment scheduling – Clients can book an appointment by syncing with your firm’s Outlook or Google Calendar to choose a meeting time that accommodates your schedule.
Marketing automation concentrates on leads by nurturing and engaging them at every step of the client journey. Often a simple follow-up or reminder is all it takes to stay on the minds of prospects. Lawmatics marketing automation software allows law firm marketing managers to put the leg work of marketing efforts on autopilot to drive firm growth while attorneys stay focused on clients.Are you ready to give your marketing manager the tools to win more business and impress clients? Sign up for a product demo today.
Imagine this: instead of manually collecting and processing client information, your firm can implement automation software. Setting up online forms or questionnaires on your website, potential clients can easily provide essential details. The automation software seamlessly captures and organizes this information, eliminating manual data entry and storing it in a centralized database. The benefits of marketing automation? Time saved, reduced errors, and prompt responses to potential clients, enhancing the overall client experience.From automated intake processes to seamless integration capabilities, embracing marketing automation holds the key to propelling your firm to unprecedented success. Discover how this innovative tool can unlock efficiency and fuel your firm's growth.
What is marketing automation?
Marketing automation software automates repetitive marketing tasks, nurtures leads, and enhances customer engagement. So, let’s pick up with the example above of a potential new client (PNC) submitting the form on your website, the automation software automatically captures their details and stores them neatly in a centralized database. No more manual data entry or deciphering scratchy writing on intake sheets.Once you have these leads, the software helps you stay connected with them. It can send personalized and timely emails, such as a welcome message or a series of informative emails to nurture their interest. It's like having a virtual assistant that automatically follows up with your potential clients, keeping them engaged and increasing the chances of converting them into actual clients.Marketing automation makes your life easier, saves time, and ensures that potential clients receive the attention they deserve. It's a powerful tool that brings your law firm's marketing efforts to life in a tangible and efficient way.
Focus on core business functions
A marketing automation strategy should automate redundant tasks like lead nurturing, email marketing, and appointment scheduling. Instead, law firms can redirect their time and energy toward serving their clients and growing their practice.
Customer tracking and analysis
Create a targeted automated marketing strategy. Marketing automation platforms provide valuable data and insights on clients' online activities, allowing law firms to understand their clients' preferences, behavior, and engagement patterns.
Data-driven decisions
Automation platforms offer analytics and reporting features that provide actionable data on marketing performance. Law firms can track the effectiveness of their campaigns, measure ROI, and gain invaluable insight into how to optimize their marketing strategies.
Task simplification
Automation eliminates the need for manual and repetitive tasks, such as sending follow-up emails, birthday reminders, and survey requests. Reduce the risk of errors and streamline workflows while deploying marketing campaigns.
What are marketing automation platforms?
Marketing automation platforms are powerful tools that assist law firms in their digital marketing efforts. These are the best marketing automation tools on the market, and they offer a range of features and functionalities designed to automate marketing tasks, nurture leads, and improve client engagement.
- Lawmatics is a specialized marketing automation platform designed explicitly for law firms. It offers a comprehensive range of automation features tailored to meet legal professionals' and marketing teams' unique needs. From automated drip campaigns and email marketing sequences to lead generation and client tracking, Lawmatics empowers law firms to streamline their intake processes and enhance client engagement.
- HubSpot is a comprehensive marketing automation platform that provides businesses with many tools to automate marketing workflows. From lead generation and email marketing to CRM integration and analytics, HubSpot offers a holistic solution for managing and optimizing marketing campaigns.
- Mailchimp is a user-friendly marketing automation platform enabling organizations to automate email marketing efforts. It offers features like email scheduling, segmentation, and personalized content creation, allowing firms to engage with their audience in a targeted and efficient manner.
- Hootsuite is a social media management platform enabling companies to automate their marketing processes. With Hootsuite, firms can schedule and publish content across multiple social media channels, monitor engagement, and analyze performance, all from a single dashboard.
- Marketo is a powerful marketing automation platform that provides businesses with advanced lead management and nurturing capabilities. It allows companies to create marketing campaigns, track and analyze customer behavior, and measure the effectiveness of their marketing efforts.
The best marketing automation tool for law firms
We’re a little biased here, but Lawmatics is an all-in-one Attorney-Client Relationship Management (CRM) platform with marketing automation designed explicitly for law firms. It offers a comprehensive range of features and functions tailored to meet the unique needs of legal professionals.Here are 7 marketing automation examples that law firms can use marketing automation in their practice:
1Automated intake process
Streamline the client intake process by automating lead capture, qualification, and follow-up. Customizable intake forms and automated workflows enable law firms to gather client information efficiently, assign tasks to team members, and trigger personalized follow-up communications.
2Drip campaigns and email marketing
Create and automate personalized drip campaigns and email marketing sequences for your law firm. You can nurture relationships, educate clients, and drive conversions by delivering targeted content to prospects and clients at the right time. These campaigns help build strong client relationships through consistent communication.
3Appointment scheduling
Integrate your CRM and marketing automation with popular scheduling tools, allowing law firms to automate appointment scheduling. Clients can conveniently book appointments directly from the firm's website, and the system automatically syncs with the firm's calendar, reducing the need for manual scheduling and back-and-forth communication.
4Document automation
Simplify the process of generating legal documents by offering document automation capabilities. You can create templates for standard legal documents and automate filling in client-specific information, saving time and ensuring accuracy. This feature streamlines document creation and increases efficiency.
5Client communication and tracking
Have a centralized platform for managing client communication. Law firms can send personalized emails, track email opens and clicks, and manage client responses, all within the Lawmatics interface. This allows for efficient client communication and better engagement tracking, helping firms stay connected with their clients.
6Analytics and reporting
Use analytics and reporting features, providing law firms valuable insights into their marketing strategy and client engagement efforts. Firms can track key metrics, measure the effectiveness of campaigns, and make data-driven decisions to optimize their marketing strategies. This data-driven approach enables firms to improve their marketing efforts continuously.
7Integration capabilities
Integrate your CRM and marketing automation with popular legal software and tools like practice management software. This ensures smooth data transfer and provides a more comprehensive view of client information across different systems. Integration capabilities give law firms a unified view of client data, enhancing efficiency and collaboration.While other marketing automation platforms offer general features, Lawmatics is the top choice for law firms due to its specialized functionalities and focus on the legal industry. Additionally, Lawmatics provides excellent customer service and support, ensuring that law firms receive the assistance they need to optimize their marketing automation efforts.
Enhance client engagement with law firm marketing automation
Marketing automation is a game-changer for law firms, streamlining their intake processes and enhancing client engagement in the digital age.Lawmatics was designed for the unique needs of law firms. With its comprehensive suite of features, Lawmatics empowers law firms to streamline their intake processes, nurture leads effectively, and deliver personalized communications. We can help you implement marketing automation at your law firm. Our platform's focus on the legal industry ensures that law firms receive tailored solutions that align with their needs and requirements. Get a demo today to improve your marketing.
Legal specialty software is a digital platform that helps attorneys retain clients with law firm marketing automation and manage client contact information, case notes, appointments, communications, billing, and more in one secure, central location. We'll explore the capabilities of this transformational technology in this brief guide. Let's get started!
What does legal software do?
Legal case management software performs numerous functions for lawyers and law firms, such as:
- Track time. Legal time-tracking software allows lawyers to capture more billable hours. According to American Bar Association (ABA) research, over half of all law firms recorded additional time after implementing legal time tracking software, and nearly 10 percent billed a minimum of 15 extra hours each month.
- Automate routine tasks. Irrespective of practice area, nearly every attorney spends a significant portion of their time on administrative tasks that are a tedious yet vital part of running a practice. Law firm automation handles these tasks so attorneys and legal teams can focus on clients.
- Streamline intake. Legal specialty software automates intake with customizable client intake forms, document request templates, automated appointment scheduling and follow-ups, and e-signature capabilities to take the headache out of client management tasks.
- Document management. Legal document automation software allows legal teams to use custom fields to merge data from matters and contacts and then auto-fill directly into your boilerplate legal forms to save hours on document creation, minimize errors, and help ensure the accuracy of all completed forms.
- Put marketing on autopilot. Lawyers want to spend their time practicing law, not marketing to prospective clients. Legal software solutions systems help them focus on engaging and nurturing leads with targeted messaging visual pathways, step-by-step templates, timed trigger action campaigns, and segmented follow-up messages.
- Manage billing. Generating invoices and accepting payments are among the most time-consuming tasks performed in a law firm. However, legal invoicing software automates billing to save time, allow for more consistent billing, and create a better client experience.
When equipped with software for lawyers, legal teams can work more efficiently, capitalize on new ways to create value from data, and provide superior service to clients.
How can software make law more effective?
Even if your law firm has a system in place, cutting-edge legal technology provides many benefits. Here are some reasons why firms should invest in legal specialty software:
- Better customer service. With easy access to contact information, documents, notes, and other data, lawyers can build stronger relationships with clients.
- Stronger data security. Law firms must keep confidential client information secure. Specialty legal software safely contains sensitive data in one secure system – online and on-premises.
- Targeted marketing. Law firm marketing automation allows firms to Identify target markets and send automated communications to help them engage with potential clients.
- Valuable insights. When law firms can access analytics from a single platform, they can comprehensively view their operations and make data-driven decisions.
With legal software, legal teams can more efficiently conduct business – without letting anything slip through the cracks.
What kind of software do lawyers use?
The most successful law firms use technology to work more efficiently and securely in an increasingly remote workplace. Some of the most common legal software systems for lawyers include:
- Lawmatics. The #1 legal software for growing law firms, the Lawmatics platform offers client intake, legal CRM, marketing automation, invoicing, document creation, and more in one straightforward system.
- Microsoft 365. Software as a service (SaaS) program Microsoft 365 includes essential business tools like Word, Excel, OneNote, Outlook, PowerPoint, SharePoint, Teams, and more.
- Google Workspace. Google Workspace provides a word processor similar to Microsoft Word, which is a good option for attorneys whose work requires collaboration.
- LawPay. Lawyers utilize software solutions like LawPay to send out invoices and facilitate credit card and other online payments.
- RingCentral. All-in-one platforms for voice, video meetings, team messaging, and collaboration, like RingCentral, are popular with attorneys who favor click-to-dial functionality and one-click video conferencing capabilities.
- DocuSign. Electronic signature platforms like DocuSign makes document signing faster, easier, and more secure for lawyers and clients.
Lawmatics: your partner for specialized legal software
All-in-one legal specialty software is an indispensable tool that helps law firms maximize operational efficiency, improve customer service, improve marketing results, and gain valuable insights into business operations to make data-driven decisions.How do you keep track of your legal cases? Lawmatics is the best legal case management software available on the market. Are you ready to learn more about how Lawmatics legal specialty software will transform your law firm? Schedule your product demo today.
Many lawyers spend their workdays performing non-billable administrative, financial, or marketing tasks instead of serving clients. So how can busy lawyers keep their offices running, serve their current clients and keep new ones coming in – without sacrificing quality and work-life balance? One way is through law firm automation.
What does automation mean in law?
Automation involves the creation of computer software and automated systems that can complete repeatable processes and reduce the need for human intervention. Legal automation (or Law Firm Automation) automates the routine manual tasks and workflows that lawyers and legal teams perform. According to data compiled by McKinsey, roughly 23 percent of an attorney’s work can be automated using existing technology.
What legal processes can be automated?
Although automation is possible in many legal areas, some tasks are more suited to automation than others, like those with clearly defined rules and processes, relatively simple manual tasks, and frequent workflows. Here are some of the processes that can be completed via law firm automation:
- Appointment scheduling. Automated scheduling software takes the back and forth out of setting up appointments by enabling clients to schedule their own meetings.
- Document creation. Automation allows you to merge the data you need from your custom fields and auto-fill directly into boilerplate legal forms to generate documents.
- Document execution. Secure, universally-recognized electronic signature for law firms provides added convenience and efficiency for lawyers and clients.
- Legal workflows. Automation allows legal teams and law firms to automate numerous manual processes, including client intake, to streamline routine workflows.
- Time and expense tracking. Legal time tracking software provides an accurate and efficient way to track your time, whether you bill hourly, fixed fee, or contingency.
- Billing management. Law firm billing software will automate every stage of the billing process, including invoice creation, billing, collection, and provide payment status.
- Online payments. Want to make it easier for your clients to securely pay their invoices online? Payment processing software does the job, allowing you to get paid faster.
- Lead management. With the help of automated pipeline management, law firms can manage, prioritize, and nurture prospective clients every step of the way.
- Marketing campaigns. Why reinvent the wheel when you can build repeatable processes with email marketing drip campaigns that initiate an automatic response?
Automation is transforming the law profession. However, firms must partner with the right provider to access the necessary tools.
What are the different types of legal technology?
Lawyers utilize various technologies to do their jobs. Here are some common types of legal technology used by lawyers:
- Online file storage. Platforms that protect files from internal and external threats with end-to-end, zero-knowledge encryption.
- Document management. Document automation tools streamline document creation by utilizing information previously collected to populate standard letters and forms.
- eDiscovery tools. Most discovery is now electronic and relies on technology to streamline the eDiscovery process.
- Practice management. Practice management software enables attorneys to manage court dates, automate workflows, calendar events, and more.
- Cloud-based office suites. Cloud-based platforms allow attorneys to access, share, and edit documents, files, and other data from anywhere in the world.
- Legal CRM. Legal client relationship management (CRM) software provides an overview of matters, documents, communications, transactions, and billings – through one secure client portal.
Technology simplifies attorneys’ jobs by increasing the access and value of legal services while helping lower the associated costs.
Will lawyers be automated?
Some speculate that lawyers will be replaced by tech. However, artificial intelligence (AI) cannot automate every aspect of every job, particularly the responsibilities of a lawyer. After all, the human brain can associate concepts and identify solutions to complicated problems that will meet client needs and mitigate risk while a robot, no matter how intelligent, is incapable of processing and relating concepts independently.While AI can pinpoint irregularities and provide feedback, it’s not yet capable of conceptually determining a solution to complex legal issues without human assistance. Instead, technology can automate laborious, time-consuming administrative tasks and allow attorneys to reallocate their time to focus on serving clients and bring more critical thinking and analysis to their cases.
Lawmatics: technology as a tool to make lawyers better
Legal technology is not a replacement for people. Rather, it is a tool to make humans better lawyers. Lawmatics legal software works behind the scenes to bring you more business and keep your clients happy, so you can focus your attention on what you do best. Our system offers:
- Legal client intake
- Law practice CRM
- Document management
- Time and expense tracking
- Legal billing
- Online payments
- Marketing automation
And much more into one convenient, easy-to-use platform. No wonder Lawmatics is widely considered the best legal document automation software for growing law firms! Are you ready to try legal technology that saves time on legal operations, such as document and task management, by automating processes that typically take hours or even days? Sign up for a Lawmatics product demo today.
Register for upcoming Monthly Deep Dives
- Select the event type and give your webinar a name and a description. Remember that the event type is more broad, such as Webinar, whereas the event name is specific to this event, such as Summer 2023 Webinar.
- Continue making selections for the host and the date and time.
- You will also need to enter a location for the event, either an external link or a physical address. If this is a virtual event, simply put the external link in the box provided, and this will automatically be added to the description of the calendar invite that is sent to registrants for this event.
- Your virtual event may be held via Zoom, Teams, or some other platform, simply copy and paste the meeting link.
- For in person events, enter in the physical address. This will also be added to the event invite when applicable.
.Engaging events such as webinars, seminars, luncheons, are a great way for attorneys to fortify relationships with new and existing clients. If event management has been a technical roadblock for you up to this point, we’ve got great news: Lawmatics now allows you to effortlessly manage all such events without the hassle of integrating with other tools or relying on Zaps.With our Event Management feature, Lawmatics users can configure various event types (webinars, networking events, etc.), easily create and promote an event, and collect registrants. We’ve also added the following:
- A setting for built-in confirmation and reminder emails.
- A new entry condition for Automations to trigger a custom workflow upon an event registration.
Whether you are already a master event organizer or just looking to start implementing events into your firm, Lawmatics is your one stop shop for event management.
Event settings
Before diving into the world of event management with Lawmatics, let's get those essential event settings sorted out. Simply locate the gear icon in the top right corner of your Lawmatics window, and then navigate to Appointments/Events on the left sidebar.Now, let's take a quick moment to distinguish between appointments and events. In Lawmatics, appointments are reserved for a single matter or contact, like consultations, strategy sessions, or lunch meetings. On the flip side, events can accommodate anywhere from one to thousands of enthusiastic registrants and aren't tailored to individual attendees. Let the distinction sink in and get ready to unleash the power of Lawmatics for your event management needs!When you first arrive on the Appointments/Events page in settings, you will first see your settings for appointments, scroll down on the page until you land on the Events section.
Event types
To ensure seamless automation and precise triggers, you’ll need to first establish distinct event types for your diverse range of gatherings. These event types hold the key to orchestrating specific actions based on registrations. For instance, you might want to kickstart an automated drip campaign when someone signs up for a webinar, while reserving a different response for those joining a networking event. By setting up event types, you unlock the power to customize and optimize your automation game plan. Let Lawmatics do the heavy lifting while you effortlessly navigate the realm of tailored event experiences.

You also have the freedom to craft unique confirmation and reminder sequences for each event type according to your preferences, and we'll delve into that soon. Feel free to create as many event types as you desire, knowing that you can always return to add, modify, or delete existing ones. When crafting your event types, you even have the option to set a default duration, if that suits your needs.
Confirmation
Lawmatics offers built-in confirmation and reminder settings for your events, no need to build a custom email template and automation for each event. This confirmation will be sent to the registrant as soon as they have signed up for the event.Simply click the setting option for Add Confirmation, and you can then build out your own email template and/or text message as shown below.

You’ll see that you can merge in fields as needed, including event fields to input the unique event date, description, link, etc for each respective event.It is then important to select which of your event types this confirmation email applies for. Depending on the nature of your events, you may use a generic confirmation for all of your event types or perhaps you’d like to create something more specific for each.
Reminders
As with event confirmations, reminders are built into Lawmatics although they are optional. However, we highly recommend utilizing them to ensure your event registrants stay on top of upcoming gatherings.

Feel free to create as many reminders as you desire, and once again, you have the power to apply them to any or all of your event types. It's all about keeping your attendees engaged, informed, and excited about the events they've signed up for.
Creating an Event
Now that you have finished setting up this groundwork, you are ready to create an event:
- Hover your mouse on CRM and select Event Management to navigate to the Events page. Here you will see all past and upcoming events with the option to add a new event. When adding an event, you will see various options as shown below:

Event registration
And now for the fun part: collecting registrants for your event! There are several ways you can go about doing this, we’ll break them down here.
Custom Form
In addition to using Custom Forms for collecting leads or contacts, utilizing a form is an excellent method for gathering event registrants. With the introduction of the Event Management feature, we've incorporated an event registration field that seamlessly integrates into your custom forms. You have the freedom to incorporate this field into your existing forms or even create a brand new registration form from scratch.
- When editing your Form, add any fields to the form as you normally would.
- Click the Advanced section on the left sidebar.
- Drag and drop the Event Registration field wherever you would like it on the form.

- Once you have this field in the form, click on it to make additional selections. In the options for this field, as shown below, you will select what label you want for the registration option, and then select which of your events can be registered for from this form.

- You may choose to have just one event per form, and market that form specifically as a sign-up for that particular event. Alternatively, you can opt to include multiple events on a form so that potential registrants can register for any or all of them.

In the sample shown above, a registrant would simply enter their name and email, then click on both or either event to register respectively.Just like any other custom form, this form can be embedded on your site, shared via hyperlink, or even sent via automation.
Manual registration
Your other option for registering event attendees is to do so manually. This method is certainly not as efficient or automatic, so we definitely recommend using this as a contingency method to the Custom Form.To manually register an attendee, go to the Event Management page and click the plus sign icon. You can then search from existing contacts in your CRM or add a new one to be registered for the event.

Regardless of the method you opt for to register individuals for your event, they will be seamlessly added to the registrant list. Once added, they will receive the confirmation and reminders you have set up in your settings. To conveniently view all event registrants, head over to the Event Management page and click on the specific event you're interested in. There, you'll find a comprehensive list displaying each attendee's name, email address, as well as the date and time of their registration. It's a hassle-free way to stay informed and organized throughout your event planning journey.
Events & Automation
As with all Lawmatics features, Event Management can also be included in your Automations. With the introduction of this new feature we have added a new Automation Trigger: Registered for Event.

- Simply select the “Registered for Event” trigger, and then select an event type to trigger the automation. This goes all the way back to the first section regarding your Event Settings, it is very important to set up your event types so that you can trigger Automations appropriately for different events.
- Once you have selected an Event Type, you then have the option to let this Automation run for all individual events within that type, or you can select a specific event so that the automation only runs for that event.
- Now add in your various action items and build out your automated workflow. Whether you’re creating a drip campaign, internal tasks, data updates like tagging, or whatever else you wish to automate, simply select the action items to add them into the automation.

Remember that your event confirmation and reminders are built-in on the Settings page, so no need to create an Automation for those.Creating an Automation for event registrants is a great way to automate long term follow up with a goal of increasing conversion, or just to stay in touch and top of mind with that audience.
Conclusion
We’ve got all the tools you need to manage your major events such as webinars, luncheons, and networking events, all under the roof of Lawmatics.Set up custom event types and confirmation emails in Settings, then easily create an event, start promoting it, and collect registrants. Plus don’t forget that you’ll also find a new entry condition in Automations to trigger a custom workflow when someone registers for your event.Events are a great way to create new lead channels and bring in more business for your firm without having to spend big money on marketing campaigns. Whether you are a seasoned expert at event management or planning out your first event, Lawmatics is just the tool for incorporating events seamlessly into your firm’s marketing efforts.**Event Management is available to users on the Pro Tier and above**
What is your role at Lawmatics, and what does your job entail?
I'm a Software QA Engineer, and I test new features developed by our engineering team to ensure quality standards are met and goals are aligned with our product team. I write test plans and report failed scenarios to the developers so they can quickly reproduce issues. Recently, I've been working more with writing code and test automation to prevent code regressions.
How did you end up working for Lawmatics?
A fellow engineer first joined the engineering team who then recommended me. We were both junior full stack engineers at our previous company, working on different projects. I worked on a small mobile app, and was involved in every part of the development process, from planning to deployment. I found testing and debugging to be pretty tedious, yet the most rewarding parts of the whole process. So in my initial interview with Lawmatics, I asked about testing, and we went from there.
What’s the best part of your job?
I really enjoy supporting my team with identifying bugs in the code and reproducing them. When something strays from the happy path of usability (i.e. an edge case), it's satisfying to squash that bug during the development phase. 100% bug free code can be hard to achieve, so coming to terms with what's acceptable or not and working with our product team is another part of the equation that keeps my job engaging.
Where are you from, and how did you end up in San Diego?
I was born and raised in San Diego while my parents are both from the Philippines. I lived in Tucson, AZ for about 5 years though and it was the hardest decision to leave a small town, surprisingly.
What do you like to do when you aren’t working?
My 4-year-old daughter brings me so much joy in life. We play with Legos and she does most of the building. Sometimes we'll play hide and seek. We take turns and hide in the exact same spot every time. Laughing about it never gets old.

What is a fun fact most people may not know about you?
I have 5 older brothers! Playing video games, helping with house renovations, and in general, just growing up with a bunch of boys made being a woman engineer easier. Wish it was easier on my mom though, it was like she had a 6th son in a way.
Tell us about an unforgettable experience that you’ve had?
When I was 12, my mom and I visited my older brother in Japan. He taught English to junior high school students out in the countryside. It was an amazing experience to see cherry blossoms in the spring. But the memory that sticks with me the most is our tour of the Hiroshima Peace Memorial Museum. It evoked so many emotions to see scenes and displays of the magnitude and devastation of the event.
What is the one thing you can’t live without and why?
Yoga. It's my water in life and it brings me balance.
Do you have a favorite saying, quote, or personal mantra and if so, what is it and why?
You are exactly where you are meant to be. This phrase reminds me to stay present, focus on the progress I've made, and embrace where I am today. Showing compassion for myself is important and helps me to have more compassion for others.
What is your favorite thing about working for Lawmatics?
That's so hard to pick! There's the people! The work! And of course, the kitchen snacks! Avocados, peanut butter, trail mix... yet at the end of the day, I really enjoy being challenged, growing, and working with everyone here... and talking about who ate the last apple.
What’s your go-to hype song?
I love a good pop song. My go to is Lights Follow - Live Your Beautiful Life.
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?
Our Automations are so powerful and they can help automate a workflow by triggering off a Custom Form that was filled, then moving on to send an email or a document to the user or contact. So many or’s and and’s here. I highly recommend double or triple checking entry conditions, the logic used, and getting in touch with us if there's ever any doubt when building out your Automations.
Subscribe to get our best content in your inbox
Ready to grow your law firm with Lawmatics?
Schedule a demo of legal’s most trusted growth platform.









.avif)
.avif)

.avif)
