The Lawmatics Blog

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

Save time

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

Increase business

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

Key takeaway

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

Podcast transcript

Matt Spiegel

What Lawmatics does and what I think any law firm needs to have this day and age is an automation platform, right? Is automating things that are mundane, the processes that happen all the time. I got to be honest, Nick, it's crazy to me the amount of time that our customers are saving. I had no idea. Our average law firm, which has like three to five lawyers in it, right? They're saving a total of 15 to 20 hours per week.

Nick Werker

That's insane.

Matt Spiegel

Over 50% of the firms were saving that kind of a time. So automation is mandatory now.

Nick Werker

Hey everyone, welcome back to Answering Legal's Everything Except the Law Podcast. As always, I am your host, Nick Werker. If this is your first time tuning in, this is the podcast where we share expert advice on all the parts of running a law firm that attorneys weren't exactly trained for back in law school. Now in this episode, we're going to be taking a closer look at Lawmatics, one of the most popular CRM platforms for lawyers for good reason. If your practice is looking to boost its efficiency, client engagement, and number of new prospects overall, you're definitely going to want to stick around and learn more about Lawmatics. Luckily for us providing us all the details on Lawmatics today will be the platform's founder and CEO, Matt Spiegel. Matt, thank you so much for joining us today.

Matt Spiegel

Yeah, likewise Nick. Very excited to chat with you.

Nick Werker

Yeah, been looking forward to this. So can you tell our audience a little bit about Lawmatics, how the platform originally came to be? Where'd you come from?

Matt Spiegel

Yeah, good question. I guess, and the background is relevant to the discussion, but I'm a lawyer, so I cut my teeth at a big law firm and then started my own law firm. And ultimately the idea for Lawmatics or the concept of Lawmatics really came from research that we were doing at my previous company. So my previous company, which I founded out of my own law firm is My Case. So one of the biggest practice management companies out there still. I started that company in 2010 and I left the company in 2015. And so it was really, at My Case, we were dealing with thousands and thousands of law firms and doing a lot of research and trying to understand not necessarily what lawyers needed or what problems they needed to solve now, but how were they thinking, right? What was top of mind for them when it comes to their business?And really at that moment we saw the kernel of an idea and that idea was that lawyers were starting to think about their law firms as businesses and not just law firms. But this was not a mainstream idea yet. This was just sort of, like I said, it was a kernel. And this was in 2014. So then we fast forward to 2017 when I was looking to come back into the legal tech world and I just thought that the market was now ready. I thought that this idea that started as, in its infancy in 2014 was now picking up steam. And lawyers were really starting to think about their business and not just the law firm. And so we started Lawmatics really as a tool to help you focus on the business of your law firm and not on the practice of law or the management of the cases.

Nick Werker

So I'm personally curious, what was it like to... What made you... I know you said that you saw the evolution, because I agree with you, I remember that timeline in 2017 kind of being, I would say the turning point that I remember that lawyers were ready to take on technology and really build up their firms as a business. But what made you come back and what was it like leaving My Case?

Matt Spiegel

Well, so I left My Case in 2015 and then I went and just messed around for a while. I did things that were very unrelated to tech, and I guess I thought that that's what I wanted to do. I actually just took on as CEO, running a consumer electronics company, I guess is the best way to describe it. It was kind of like Nest, right? The camera product, it was like that. So it was a hardware and a software company and I thought that was what I wanted and it was just really hard and not for me. So what drove me back to legal was really just, it was time for me to start my own business again, my own startup. And I just realized that this was a space that I knew very, very well and it just kind of drew me back.And so I think that was one of the problems I had with being in the consumer tech space. I'm a consumer, but I don't know, that doesn't make me an expert. It doesn't put me in that space necessarily. And I wasn't necessarily as passionate about it. And I think the passion is really important. And so coming back into legal tech was kind of an easy transition for me, but I think I felt very strongly that, and you probably can sympathize with this, as entrepreneurs or I guess business owners in the tech world, we use tools to help us run.... We live die by tools to help us run our business. We live and die by CRM tools or business analytics tools, business intelligence tools, things like Salesforce or HubSpot or whatever dashboarding software we use. And that's been the way that we've run our businesses for 20 years.But legal wasn't quite there, but now you saw that legal was wanting to go that route and we're like, "Wait a second, they don't have these tools that we've used forever." And so it seemed just very natural to just take the best of the tools that we use and try to put it into a platform that an industry that has been technologically slow could actually use.

Nick Werker

So I couldn't agree with you more and that's why, so I want to talk about specifically Lawmatics. So you leave in 2015, you come back in 2017. I'm sure that at the reentry point in 2017, because I remember trying to get integrated with a bunch of the platforms that were around and they didn't... I could have used them. And that doesn't say much for running a law firm because I don't run a law firm. I run a pretty big corporation. So I want to ask why do lawyers need a platform like Lawmatics and why is it so important for them to invest in a quality CRM? Because it's not one of those things that is so prevalent that everybody knows which one to get and how to customize it for themselves. What is it specifically that lawyers need that Lawmatics can address?

Matt Spiegel

Well, so this is a really good, I think this is just a good holistic discussion, right? Because one, the tools to do this, you and I just talked about how we've been using tools like this for 20 years. Well, there's no reason why a lawyer couldn't use the same tool. So these tools have been around forever. It kind of highlights the fact that lawyers need software that is built for them. It's a professional service industry like legal, I think just needs products that are tailored to their way of being, right? To their processes to... They have nuanced time being, tracking your time billing. Those are important things.Signing documents, maintaining the security of documents, gathering large pieces of information, collecting data from a particular client. There's unique things that a professional service industry like legal needs. And so you look at, well, why haven't lawyers just adopted other software out there? Well, the reason is because those softwares haven't been tailored to their needs. And this is the same for any software. Forget, just forget CRM, forget Lawmatics. It's anything, right? There's a reason why lawyers use My Case or Cleo and not Fresh Books or some general platform that is designed to do invoicing, right? It's because they need things, they need trust accounting, they need certain things that are more specific to the legal world. And so every lawyer should want a software that helps them measure their business and engage their contacts, their leads and their contacts more.One thing that's really critical to remember I think, is that it's about 75% of all law firms business comes from referrals. And that's not just other lawyers, it's your own clients. So what I see, I'm sure you see the same thing, but what I see in working with so many law firms, the lowest hanging fruit, the part that lawyers are screwing up the most, is they're sitting on this gold mine of business. They've got thousands of clients that they've helped in the past and then they're not doing [inaudible 00:10:10] to engage them once their matter's over. That matters over and they're like, "All right, see ya." Right? Five years later when that person knows somebody who needs a lawyer for the same practice area, it's been five years, maybe they remember you, maybe they don't. You haven't been nurturing them, you haven't been making sure that you stay top of mind. There's so much missed opportunity. And you can't do that without software. You can't do a good job of that nurturing without software.

Nick Werker

It's not like you and me, where we get one customer and the customer stays for whatever. I think my average customer stays for two years, right? I don't really have to live and die by referrals because my customers aren't just one off things. I build a relationship with each individual customer. So it is funny to hear that you're sitting... It's funny to hear how law firms have to run differently as a business, but how it's all the same principles. If you could automate this process, you'd make so much more money just by simply nurturing the clients that you already have and telling them, Hey, when you run into a friend or a colleague or a coworker or so on and so forth in the future who needs my help don't hesitate to send them to me. And you can automate that. You can automate that by emailing them, by keeping in contact, by engaging them, by educating them. The possibilities are endless.I do want to talk about... I hate to say that the past few years have been chaotic, but I don't want to say chaotic. I want to say the past few years we've seen a great amount of change and really a shift in the mindset of law firms in their willingness to adopt software and technology for their firms. But from the source, I want to hear what type of feedback have you gotten from users of your software during this time? What are users and what are lawyers saying about Lawmatics? What have they been able to accomplish over the last few years?

Matt Spiegel

Well, first of all, I think that at least now in the legal industry, because look, I've been in the legal tech industry since late 2009. So I've been with it through thick and thin. And we started with My Case in the days when it was me, it was Jack at Cleo, it was Larry at Rocket Matter. And we were just sort of getting this whole cloud thing going. They even started it before we came along. And now at least the idea of the cloud and even practice management in the cloud is table stakes. People are okay with that. By being okay with that it's like they've accepted all other types of platforms. And so it's nice we're not having to educate people on this is why you need to use web based software anymore. We've kind of crossed that chasm. So that's very helpful because when I was starting My Case, it was not that we had to educate the whole community on, "Hey, it's okay, it's safe to use the cloud. In fact, it's safer to use the cloud than whatever it is that you're using currently."So we don't have that problem anymore. But what we've heard, really what we've heard through the last, for the few years, during the pandemic obviously, I think that's also been a good push for law firms. They almost had to use technology. If they didn't use technology before, they almost were forced to just by nature of the circumstances and by nature of what their clients now wanted of them. And what I mean is maybe they didn't want to use Zoom because they were afraid of it, right? Now they're forced to. So we've seen that forcing of technology on top of the idea that it's okay to use technology now being very commonplace. So that part of it I think has been great and wonderful for the industry as a whole.For us, what we're really seeing and what people tell us about using a software like Lawmatics, which is actually pretty incredible, it's two things. There are two value props. And actually, I'll take a step back here because it's important and I think, curious if you'll agree with me on this one. I think there are two value props as a service provider that you can deliver to a law firm. And it's really only two. You're either going to save that law firm time, which is going to... Time is money, or you're going to get them more business some way. But at the end of the day, that's really kind of it, those are only really kind of the two value props that you can provide. It's the very rare company that provides both. You guys actually interestingly, you guys probably provide both, right?

Nick Werker

Yeah. I don't want to be that guy and say that, but...

Matt Spiegel

No. But you do because you're obviously saving them a ton of time by taking phone calls off the table, letting someone else handle that. But you're also then answering the call and you're situated in a way that you're going to help them convert and get that lead, that potential new client connected quicker and hopefully a higher percentage close. Right?

Nick Werker

Yeah. And we don't generate new business. We don't help them make more money, but we do help them capitalize on the opportunities that their marketing...

Matt Spiegel

That's exactly...

Nick Werker

And goodwill have already generated.

Matt Spiegel

Yeah, that's exactly right. Lawmatics delivers on the same two value props in the same way. The amount of time... So what Lawmatics does, and what I think any law firm needs to have this day and age is an automation platform, is automating things that are mundane, the processes that happen all the time. I got to be honest, Nick, it's crazy to me the amount of time that our customers are saving. I had no idea. I actually thought that it would be the other way around, that our bigger value prop would be all the new business that we're getting because of our conversion, the intake process. We're going to help you convert more leads and we're going to nurture your past clients and that's going to bring in heaps of business. And that's true, that happens. But what's astounding is the amount of time we are looking at, we surveyed our users and our average law firm, which has three to five lawyers in it, they're saving a total of 15 to 20 hours per week.

Nick Werker

That's insane.

Matt Spiegel

And I was completely floored. And so we double checked all the data because I thought that there was, people were just clicking the wrong thing. But it was over 50% of the firms were saving that kind of a time. So automation is mandatory now. And the best example I give to tie some of the stuff we were talking about earlier together, and I ask this question all the time is, "Okay," so I have a room of lawyers and I say, "All right, who has more than 500 past clients?" Everybody raises their hand. I say, "Awesome. How many of you are communicating with all of them on their birthday?"And then all of the hands go down, right? Because how the hell are you going to do that? How are you going to send an email to every one of... You have 2000 past clients. How are you going to send an email to them on their birthday? Well, you can do it with an automation platform. It just does it for you, right? It's such an easy concept to kind of understand. And if you don't understand how sending an email to your past clients on their birthday can help you get business, then I'm not sure that we can really help you. It should be pretty easy to understand how valuable that could be.

Nick Werker

I like the idea that, because I don't do that. I don't email clients on their birthday, but I do have other automations that happen when clients reach certain milestones or.

Matt Spiegel

Yeah, exactly.

Nick Werker

It's just automated. So...

Matt Spiegel

I used to do criminal defense, and in California, when you get a misdemeanor, you can get it expunged from your record in three years. So if I get a DUI, I can't wait for that three year mark because I really want to get that thing expunged, right? That's huge. You need a lawyer's help to get it expunged. And as a criminal offense lawyer, I would charge 1,500 bucks to do an expungement, right? Here's the problem. How am I going to remember when everyone needs their expungement? I'm going to set a little calendar date three years out, and I'm going to look at my... "Oh, it's time to contact this." No, but how awesome would it have been when I was practicing criminal defense if I already have their conviction date, I'm keeping track of it in my software. So how awesome would it be if just two years and nine months after their conviction date, it just automatically sent the person an email saying, "Hey, guess what, come back. It's time to do your expungement." It would've been a printing press. I would've just been printing money.

Nick Werker

And how much money do you save on lead generation? Because you've already converted that person as a customer. They're already comfortable working with you. You don't have to go out and find new expungements. You already have pending expungements. That's your...

Matt Spiegel

That's exactly right. And it's value. So this brings us to a discussion, which I'd love to have with you, and you'll probably like it too, I guess. But the other big thing about a software Lawmatics and we haven't talked about yet is metrics, KPIs. I believe truly that if you cannot measure a marketing source that you are spending money on, then you shouldn't do it. And it might be working really well for you and taking it off the table might kill your business, but if you can't measure what's working, you shouldn't do it at all. Right? And so to come back to one of the most important metrics, I think is acquisition cost. These are things, you and me, Nick, we know that like the back of our hand, we live and die by CAC, customer acquisition cost. But lawyers don't even know what that is, but they should.If your average revenue from a customer, from a client at a law firm is 2,500 bucks, but you're spending $5,000 to get that client in marketing, well that doesn't work. So to come back to this example where it's like, all right, let's say you spent $500 to get that DUI client and you made $5,000 from them for the case. Well now if you go get another $1,500 from them, that just increases the ratio of your cost of acquisition to the revenue side, which is really, really good, big metric to pay attention to. But these metrics, these KPIs are so critical. We're trying to introduce these business defining metrics to law firms that they typically don't measure.

Nick Werker

We will be right back after this short ad.Speaker 3:When a client calls, they're really looking for immediate service. Because we have Answering Legal and we're able to see every client message and we're able to contact our clients immediately. My name is Margo Gannes and I'm a partner at Gannes and Musico. We started using Answering Legal because we were unable to answer all of our phone calls. Answering Legal has allowed my firm to get hired on numerous clients that we never would have. We get messages throughout the night and on the weekends, sometimes we're in court or we're dealing with other clients. And because of Answering Legal, my partner and I are able to address any client concerns or any new clients immediately. And it's really increased our business. Answering Legal has allowed us to service our clients in a way that their needs are met and their phone calls are answered, and we're able to spend more time doing the things that are necessary for our clients.

Nick Werker

I want to pose a question to you because I have a feeling that the answer is yes, and it seems like from what I know about Lawmatics, that the KPIs are really strong, but the insights that you can glean from the KPIs are really strong. I want to do this with a story because this is a true story. So about a week ago, a very, very, very close friend of mine called me up and he's like, "Hey, you do marketing, right?" And I said, "Yes, I do marketing." And he said, "Well, I'm trying to find another income stream..." In so many words, this guy used to be a high end waiter, he has a day job, but he just wants to make more money for his family, he needs more money. He's like, "I've been writing freelancing online, but that's not really sustainable. And I'm looking to do... I do SAT tutoring and I can do tutoring virtually, and I'm really good at it."And so I'm talking to him about, I was like, "Yeah, I could. I'll do it for you, man. I'll set up your website, I'll set up a calendar, they can book, I'll host it. Don't even worry about it. I'll do the whole thing." And he's like, "Oh, but what about Google? Can I spend money on Google? I have a friend who spends money on Google." And I was like "Off the top of my head, I don't know if each of those clicks that we would generate for you is going to be more or less or profitable for you based on what you try. I know nothing about your business. I can't tell you if you're going to make more money than it's going to cost me to bring you a client. On the flip side is I can't even tell you what it would cost in any space on what it would would cost you, nor the amount of time that it would take either you or me to generate an ad or..."So I want to know, because I think that this is kind of true, is lawyers have different types of cases that might take a certain amount of time. So the return on spend or the revenue that you might make versus the amount of time that it takes you to complete that case could be different. And each different medium has a different cost. So is there a way to cross reference all of that and see where I should be spending more money here to get this type of criminal defense case, and I should be spending more money over here to get this type of criminal defense case, because this one might take me a little bit more time, but the spend on this platform is way lower. So can you optimize where you should spend-

Matt Spiegel

Absolutely.

Nick Werker

... Your money on?

Matt Spiegel

Absolutely. Again, this is where... And we can geek out over metrics and stuff, but my view is you need to be able to slice and dice. You need to be able to slice and dice your data however you want. I view it as you need to be able to ask whatever question you want of your data. So if I want to ask that question, which is like, "Okay, which type of criminal defense case is more valuable to my business?" You should be able to ask that question of your data and get an answer. And I think that's pretty fundamental. I mean, well, most fundamental would be just general source tracking. I'm spending this much money on an AdWords campaign and this is the ROI that I'm getting. But being able to slice and dice that ROI and analyze the revenue that you're generating from a particular matter, a particular type of case, and how much time you're spending on it, these are all things that you should be able to look at in many different ways.

Nick Werker

Yeah, you're right. I just geeked out and tried to ask you a complicated question because I get excited about... Because I have that... I can do that. I can find a certain type of law firm that I get from this certain type of ad and they only use... Obviously I want people to use more minutes, but I find a certain... I can only find, say I charge by the minute, I can find bigger customers in one place, but I find a lot more smaller customers in another place. And what's more valuable to me and how much does it cost to obtain each one? And where should I be doing that? So I just get nerdy.

Matt Spiegel

I mean I'll be like... I mean, you should see our data. I'll be like, "Hey listen, I want to know what... Is a lead more valuable if it comes from Google after 4:00 PM on a full moon."

Nick Werker

Yep.

Matt Spiegel

Right? I mean, we'll get crazy with our data.

Nick Werker

I run into that problem a lot too, where I'm like, "Am I overthinking this? Am I putting too much? Is it just random?" There's no trend for the full moon, but I want to know.

Matt Spiegel

It's really, to me it's all about, you do have to be a little careful, I think is good advice to share with law firms. It's like you want to make sure that you have some statistical relevancy. So if you're looking at a particular data set and you're trying to drill down into numbers and your sample set is two cases or something, it might not be statistically relevant. So you want to make sure you have enough sample set that you're getting data to make a decision off of, right?

Nick Werker

Totally. Don't change your entire strategy because you've got one big whale or... You know what I'm saying? And don't quit before the miracle happens too.

Matt Spiegel

That's exactly right.

Nick Werker

You have to give yourself, I would say, ample opportunity in order to and sample size, what's statistically relevant for my stats people out there in order to make decisions. But I want to talk about clients because I think we sort of give lawyers in the past six to 12 months, a lot of people are like, "Oh, lawyers are doing so good. They've caught up, they took on the technology, they did this." But I give more credit to the law firms that have become what I'll call client centric. And what I think is becoming a term now. How have the expectations of legal clients evolved in the recent years and why might law firms need a platform like Lawmatics in order to meet those expectations?

Matt Spiegel

So look, this is my bread and butter. This is what, when I go around and talk to bar associations, this is what I talk about. It's about thinking about customer service. I think customer service can outweigh performance in the courtroom or results in matters. It's just as simple as that. And so you need to take a look at the customer experience, the service that you provide. I call it the path to delightenment, which is looking at this client journey and trying to figure out every step of the journey, what opportunities do I have to delight my client or my potential client? And that's starts from the very get go. When they call, do you answer right away?It's as simple as that. And it goes all the way through how you communicate with them, how you make them feel. You got to remember something. And almost everybody who's listening to this, and almost every one of our customers and probably every one of your customers, Nick, they do a certain type of law. It's going to be personal injury, it's going to be bankruptcy, it's going to be criminal defense, it's going to be estate planning, it's going to be family law, it's going to be immigration. That's like majority of it. The case that you are representing them on, this is the most important thing happening in their life.

Nick Werker

That's right.

Matt Spiegel

Categorically. To you, it's just another matter. Put yourself in their shoes. This is the most important thing happening in their life. How do you think they want to be treated? Put yourself in their shoes and think about it that way. And it will change the way you think about customer experience, customer service and what you do at your firm I think.

Nick Werker

I love that synopsis. And at the risk of being chastised by my friends and colleagues and my family members, I'm a very anecdotal person. I like to tell stories. I play a lot of slow pitch softball. Because that's what I'm capable of, not no shame to my slow pitch guys out there.

Matt Spiegel

I love it.

Nick Werker

But I've always worked under the assumption that it's really easy to market a good product. And over the years people will compliment me, "Oh, you're doing a great job marketing this, that." And I'm like, "Nah, dude. It's so easy to market a good product." It's because we have a good product and it's not necessarily the truth. In essence, all that I offer is a call center. And yes, my people really, I do believe in my people. And that's my point is that the people who run this organization top to bottom are superior. And that's what customer service is it's a person to person connection. So when I play softball, they have these bats are made out of this crazy material. You hit the ball and it makes the ball go farther. And if you can get an extra 20, 30 feet out of a hit that turns a ball, that somebody catches into a home run. So you want to maximize the amount of feet that you can hit a ball. And there are bat companies out there that make the best bats on the market.

Matt Spiegel

And there are people that will pop a top off that bat and shave it so that you get even more...

Nick Werker

Oh, they'll shave it. Oh, that's dangerous. But these companies, there's one specific, I'm not going to name them because I don't want to be sued because I don't know if they'll come after me. This is a small podcast, but I'm not going to do that. They make the best bat on the market and they have the worst customer service of anybody I've... Like, it's almost as bad as airplane like airlines, right? Well, you're calling them up and be like, "Hey, my bat it cracked, it did this, it did that." So on and so forth. And they tell you, "Sell it." Right? "We're not going to replace it, try to get the money." They're insane. So yeah, they might have a great product, but if their customer service is terrible, I'm not going to buy, even if I get the extra... I don't care how good of a lawyer you are, if somebody calls you up and you say, "I'm the best, blah, blah, blah, blah, blah." No, you're a jerk, right?

Matt Spiegel

Totally.

Nick Werker

Your customer service sucks. I can't get ahold of you. I don't know what to expect. I'm not going to hire you, right? Because I have a level of expectation that I need you to meet. So you summarize that beautifully. I want to ask you, because I think most lawyers have a general idea of the benefits that they get from a CRM like yours. Not totally the automation and the analytics, but I think we've covered that. I do want to ask you, are there any under the radar features that Lawmatics provides that attorneys should be aware of?

Matt Spiegel

I think... Well, it's hard because it depends on the firm. I think that email marketing is under the radar to a lot of firms, even though it shouldn't be, right? And Lawmatics provides all that, email campaigns, newsletters, all that kind of action is handled inside of Lawmatics. So while it's not under the radar to us, it may be under the radar to a lot of law firms out there. Lawmatics now offers some time and billing components. So we've kind of gone down that road a little bit. It's certainly not nearly as robust as My Case or a Cleo is, but to a lot of law firms out there, it's plenty. And it actually just allows you to live in Lawmatics for the entire life cycle, which is a pretty cool thing.

Nick Werker

Well, and the more data that you can collect inside of Lawmatics, the more robust that your insights can be, right?

Matt Spiegel

That's exactly right.

Nick Werker

You need an email, but it's all right there. You can cross reference that with the whole entire life cycle of a lead, to a customer, to a returning customer.

Matt Spiegel

And just the fact that we're an automation platform and we have this beautiful automation engine means that anything we do, we can plug into that engine, which means things like time and billing and a lot of other things, document management, all that stuff can just be automated.

Nick Werker

So I'm going to selfishly ask you for a sneak peek. Is there anything that you can tell us about platform development? Something coming out, maybe?

Matt Spiegel

We are this week, so I'm not sure when this is going to go, but this week or next week we're going to launch a feature that seems small, but it's maybe one of the biggest features we can launch in a while, which is we're giving... So Lawmatics has booking platform built in, so you can send out a link and people can book meetings with you. We're now going to have the ability to tie that to a required payment. So if you want to charge for a consultation, which so many people are doing now, you could limit it so that they can't actually reserve that appointment until they've made a payment. And that all goes through our platform. It's automated and it's really fantastic. So that's one that we're really excited about.Another one that we're in the process of releasing right now... So email is a really tricky thing. Lawmatics is ESP, it's an email service provider. Getting email delivered, man, it keeps me up at night. It's not... When you have thousands of law firms and they're all sending... I mean we're sending millions and millions of emails every month. Making sure that that gets delivered is really hard. One way that we can solve that though is by sending email through someone's own outbox. Not the mass emails. That's going to get you black...We don't want to get you blacklisted. So we don't want to all of a sudden have 5,000 emails go from your outbox in Google. But the critical emails in Lawmatics like sending out an invoice or sending out a document that needs to be signed or sending out a form that needs to be filled out or a booking link, very easy to send those directly through your outbox. So now you're not even... You worry not about sending through Lawmatics IP, the IP address and spam issues or anything like that. It's literally you sit down at your computer and hit compose. It goes through your own outbox.

Nick Werker

Interesting.

Matt Spiegel

This is a really big feature and we actually will be releasing the feature for mass campaigns. What we do in that situation is we throttle it. So we only send one email every 30 seconds. So it could take a while, but at least you know that you're going to have no issues with deliverability. So this is, these are the things that we think of sometimes. It's not a super sexy feature that actually makes the most impact.

Nick Werker

Totally understand. I'm excited for that. I like the idea of throttling because I need email throttling, so I don't know how, but I'm going to hit you up for help. So instead of asking like, "Oh, why should lawyers... Where should they go to get, to check out Lawmatics?" For anybody who's listening to this, who's interested in trying Lawmatics, can you sort of explain the process of getting started using the platform?

Matt Spiegel

So this is an area that we care a lot about. So we put a lot of effort into onboarding. So when you come onto Lawmatics, the thing is it's a Ferrari, right? But not everybody knows how to drive a stick shift in a Ferrari. So we will really walk through and we will help you think about your processes and help you develop the automations that you really want. It would be unfair of us to sit a lawyer down and say like, "Hey, just go do email marketing." Not going to know what to do. So we really help and an onboarding process for us can, it takes 30 to 45 days. We really spend time working with you and making sure that you're going to be set up for success on the platform.

Nick Werker

Love it. Matt, I would like to thank you so much for joining me on the show today. Really appreciate you being here.

Matt Spiegel

Yeah, Nick, thank you so much for having me. It's good to talk one on one, but I look forward to being on more panels with you too like we've done in the past.

Nick Werker

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

One of the most significant challenges attorneys and law firms across all practice areas face is finding and retaining new clients. To make it even more challenging, law firms have declined in demand over the last decade, according to a recent Georgetown Law report. While litigation and bankruptcy experienced positive growth during that period, the need for tax and patent lawyers grew stagnant.What are you doing to make your law firm stand out from the competition? Publicizing your firm doesn’t have to break the bank. You can even do it yourself. DIY public relations saves time and money and increases authenticity because you’re speaking in your own voice, not through a paid representative. Media companies are constantly seeking fresh content. Pitch someone a story – or write one yourself.

Content distribution: what it is and how to do it

Content distribution is the process of sharing, publishing, and promoting your law firm’s content through various media formats and online channels. Content distribution is broken down into three basic categories:

1Owned content

Owned content is distributed to web properties that you control, such as your company blog, social media sites, or email newsletters. Whether you utilize your own website's blog or a hosted platform, it's easy to create, format, and publish short- and long-form articles under your brand's name for your audience to read and share. Creating a list of prospect emails can be an efficient way to circulate content to your target market. For example, when you include a subscription link on your website, blog, and social media posts or offer an incentive – a free e-book download or digital coupon in exchange for an email address – you encourage people to sign up to receive your content straight to their inbox (and you obtain their contact information). You can also distribute content automatically with email marketing software that eliminates arduous and ineffective marketing tasks like preparing email lists, sending generic messages, and manually scheduling events.

2Earned content

Earned content distribution occurs when third parties, such as media outlets or blogs, distribute your content. A social media share, such as a retweet on Twitter or repost on Instagram from another user, is also considered earned content. Sites like Reddit and Quora are highly active forums for internet users seeking information about various topics. By contributing to these forums as an attorney, you can provide valuable answers to simple questions asked by your target audience, which could establish you as an authority without seeming overly promotional.

3Paid content

Paid content commonly comes in the form of cost-per-click (CPC) models, where a business pays a specific dollar amount every time someone clicks through the content. Another type of paid content is sponsored or native content, where a brand pays to place an article that emulates the look and feel of the publisher's existing content. In the legal industry, the tried-and-tested channels include:

• JD Supra. The content marketing service offered by JD Supra is a great way to distribute your content to its readers, which includes in-house counsel, reporters, editors, and more. In addition, more than 35,000 attorneys from some of the world’s leading firms contribute content through the platform’s email digests and social media feed.
• Taboola. A content discovery platform, Taboola can support your firm by reaching prospective clients through dedicated channels and websites they currently follow. Claiming to be the “reverse of search engine results,” Taboola attempts to curate valuable content for users based on their unique interests and preferences – and the platform’s sophisticated algorithms.
• Social media. Although owned and earned content on social media reaches significant audiences, paid or promoted posts on platforms like Facebook can be an excellent opportunity for content distribution. These popular platforms have collected a lot of data on its users, and marketers can use that to their advantage to target the best leads. For example, posts sponsored by Facebook can be particularly effective due to the platform’s enormous user base. However, other widely used platforms, including Instagram, Twitter, LinkedIn, and Snapchat offer sponsored post options.

You can also distribute your content through earned or paid content syndication. Although it might sound complex, syndication means publishing content that has already been featured on your website to a third-party platform. If done correctly, syndication can help you establish yourself as a thought leader, attract more leads for your firm, and move your practice ahead of the competition. The goal: to get more followers by distributing your content to a larger audience. Syndicating your content on LinkedIn, Quora, and Medium is free, and there are many valid reasons to utilize these and other no-cost platforms:

• LinkedIn is the preferred social media platform for lawyers and other professionals.
• Quora has more than 300 million monthly active users seeking answers to their questions.
• Medium distributes the stories you publish to your followers, as well as millions of others who are following relevant topics.

However, depending on who is following you on these platforms, there is no guarantee that you’ll get significant exposure. However, the following paid syndication services/platforms reach out to media outlets and help distribute your content to millions of readers:

• Newswire – a public relations and media distribution platform featuring a press release distribution service that can help you write, publish, and share important news about your law firm with your target audience. Newswire’s distribution service includes the following:
  • Digital. This service provides exposure across major media outlets, including Fox, NBC, and Digital Journal, and can help you quickly improve brand awareness.
  • Digital Plus. Geared toward companies and individuals who want to build their online presence, this service can help improve your search engine results, drive more online traffic, and expand your visibility.
  • State. With this service, you can gain exposure across local, regional, and state media outlets, which is helpful when you target your publicity efforts to a specific region.
  • National. If nationwide exposure is your goal, you can distribute your content across the country with Newswire’s national press release distribution service, which shares content through national television, radio, newspapers, and magazines.
  • International. When you choose the Newswire international service, you will have the ability to distribute your law firm’s press releases around the world.
• Cision PRWeb – owned by Cision, a software company that focuses on offering cloud-based public relations solutions to companies, Cision PRWeb is a press release distribution service that promises greater online reach, improved visibility in search rankings, and coverage from prominent journalists and bloggers.

No matter what kind of content you're creating, never distribute it blindly. A law firm’s content marketing efforts must be well-planned, well-executed, and well-measured to succeed. Do your research and choose the content distribution platform that best aligns with your firm’s goals and your target market’s online consumption habits.

How to leverage your small or medium-size status to promote your firm

One major misconception is that the best lawyers work for big law firms. However, talent is spread throughout the legal industry, and competent lawyers at big firms often go out on their own and open their own small or medium-sized legal practices. In addition, many consumers prefer smaller firms over large ones, perhaps because they sometimes charge less, might offer more personalized service, and may put less pressure on their lawyers to increase their billable hours. In recent years, many consumers have consciously decided to “shop small” and support their local business community. According to a recent Nielsen study, 12 percent of consumers worldwide said they exclusively buy from small or medium-sized businesses, and 26 percent of global consumers purchase from small companies whenever convenient. To capitalize on unintentional and exclusive small buyers, small and medium-sized firms should consider targeting consumers who prefer to shop at small businesses. Here are some strategies:

Be informative

Lawyers are uniquely positioned to provide helpful information to potential clients. Being highly educated and experienced in specialized areas, lawyers are qualified to provide insight on issues that affect many individuals and bring an element of trust and authority that people respect.

Use HARO (Help a Reporter Out)

HARO is a free online service that links content creators to expert sources. When you sign up on HARO, you can receive daily emails describing the articles journalists are currently working on and the types of sources they are looking for. If you spot a topic that falls within your expertise, you can send your pitch to the journalist for consideration.

Become a thought leader

Thought leadership involves marketing informational, valuable content that will build credibility for individuals or leaders within a law firm. The goal of thought leadership is to become recognized as an expert within your area of law (although lawyers are not usually allowed to call themselves experts). Instead, you want to be seen as the go-to attorney in your area or region. Therefore, thought leadership is most effective when lawyers position themselves as a resource for valuable advice related to their area of expertise so that when someone is looking for the type of services you provide, they will contact you first.

Be newsworthy

Captivating stories engage audiences. Media coverage can expose your firm to a broad public audience, including your next clients. Although it can be challenging to get media organizations to listen to what you have to say, being newsworthy should be the foundation of any law firm’s public relations strategy. In addition, news organizations want to share new and noteworthy information with the public. Although finding ways to share topical information can be challenging, it often carries more long-term opportunities for your firm.

Emphasize your value

Marketing to clients already interested in retaining your services gets you on the right track. However, that doesn’t mean prospects will automatically flock to your firm – you still need to prove to them why your firm is worth hiring. To demonstrate why your firm is the best option, you must determine your value proposition – what makes your practice unique in its respective market – and find ways to distance yourself from the competition.

Promote without being self-serving

While making headlines can help increase your exposure to potential clients, you should consider how you’ll be received. There is a fine line between providing valuable information and being seen as selfish and opportunistic. Try to share content based on your goals, is cause-specific, and doesn’t offer much shameless self-promotion.

Target the right audience

A successful lawyer understands who their audience is and knows how to reach them. While many believe anyone can be a customer, targeting the appropriate audience will yield superior results. Instead of focusing on the number of prospects you reach, focus on the quality of the client. To do this, you must learn where your target audience gathers online and, in your community, and use that information to determine where and how you will spend your time.

Stay involved in your community

Becoming involved with your local community offers opportunities to meet neighbors, forge relationships, generate loyal customers, and boost business. One way to get involved is to sponsor local groups, e.g., a local recreational sports team, or host community events (educational activities for children). Doing so can significantly increase brand recognition, get your name out there, and help attract more attention to your law firm.

Use multi-channel engagement

Give clients many ways to get to know your firm and its services by creating and maintaining a solid presence on social media. In addition, create a website or blog where customers can obtain more information about your firm and reach out to ask questions. The more online presence you have, the easier it will be for customers to find you organically.Don’t underestimate the power of referrals. Keep your clients happy, and they’ll share their experiences with others, allowing you to reach, persuade, and convert new clients.

Nurture existing customers with email marketing

While obtaining new customers is vital, it’s just as critical to nurture relationships with current clients to help ensure that they remain loyal to your firm. Automated email marketing can effectively maintain these relationships through personalized, scheduled, and targeted emails that streamline follow-ups and help move leads from one stage to the next.

Looking for efficient ways to promote your firm? Lawmatics can help

Automate your law practice to drive growth in your business while staying focused on your clients. With Lawmatics, you can automate your intake process and create, schedule, and send automated client communications to keep everyone in the know. Improve your organization, work more efficiently, and account for every detail from intake to happy client. To find out more about how our cloud-based software for lawyers can help you win clients, request a demo today.

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

Setting Up Marketing Sources

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

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

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

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

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

Populating Data in Your CRM

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

Matter Profile

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

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

Custom Forms

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

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

Automate the Referral Process

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

Thank the Referrer

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

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

Refer a Matter Out

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

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

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

Referral Reporting and Analytics

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

Create a Custom Report

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

Filter the Report

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

Add Grouping

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

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

Analytics Page

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

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

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

Conclusion

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

When it comes to marketing your law practice, email is one of your most powerful tools to reach your entire audience in an effective and efficient way. Lawmatics is just the platform for managing not only your detailed target audience, but also creating a marketing campaign that best suits their needs.Marketing is of course a broad term, and there are many different ways that you can utilize email sequences to get your message across. First and foremost, you may use marketing throughout your intake process. In order to take on worthwhile clients, you need to actively feed your sales pipeline, and convert any leads. Then during your intake process, you may utilize email marketing in the form of follow ups, check ins, reminders, and much more.To complement your marketing sequences, Lawmatics also makes it simple to create beautifully designed email templates. Choose from content-rich HTML templates, simple plain text emails, or a combination of the two to get your marketing message across. Once you have created your email templates, easily build them into an automated sequence where you will never have to lift a finger to send out the email.With Lawmatics there is a world of possibilities for improving your email marketing game. Automated marketing is a low-risk, low-investment opportunity to convert more leads, create happier clients, and increase your firm’s bottom line. Let’s walk through a few simple marketing campaigns that can dramatically boost your lead conversion rates.

1 New lead follow up

Given the importance of intake, one of the first email marketing campaigns on which you’ll want to focus is a new lead follow-up automation. This workflow will be designed to ensure that any hot lead contacting your firm is automatically followed up with at a cadence of your choosing, reducing the probability that they go cold. A new potential client may have every intention of hiring your firm, but as we all know life can get crazy, and it may slip their mind. Use this marketing campaign to remain top of mind with these types of leads.When a new lead receives emails from this campaign, they will feel like their legal matter is of the utmost importance to your firm. They will not necessarily have any idea that they are part of an automation. When it comes to this workflow, we recommend using plain text emails as opposed to HTML, since these emails often seem more personal and give the impression that a real person sat down to compose and send the email.

Email 1

Your first email should be triggered in your workflow roughly 10-15 minutes after your conversation with the new lead. This gives enough time to create the impression that you personally composed the email, but doesn’t delay long enough to allow a prospective client to shift their attention to something else. In the body of this email, thank them for connecting with you and give them a call to action for next steps in the intake. Though the intake process in each firm varies, generally you’ll want them to book a consultation with your firm. If this is the case, be sure to communicate in detail how they can go about taking that next step. Whether it’s via a booking link included in the email or an office phone number accompanied by office hours, make the next step as obvious as possible.

NOTE: Before moving onto the next email in this campaign, do not forget the importance of exit conditions in this automation. Once a prospect has taken the designated next step such as booking a consultation appointment, we suggest removing them from the automation. Adding exit conditions will prevent them from receiving an automated email that does not relate to their current stage in the intake process.

Email 2

After you have added your first email, add another time delay. Remember that the duration of the time delay applies to the window of time between the previous step of the automation (Email 1) and Email 2, as opposed to from the very beginning of the automation sequence. We suggest sending your next email 2-4 days out from the initial conversation. Use the second email to remind prospective clients that you are still available to help with their legal issue while offering a call to action to book a consultation.

Email 3

Your third email ideally arrives in a prospective client’s inbox seven to nine days from the time of your initial conversation with the lead, so set your time delay accordingly. Remember to count from the previous delay as opposed to from the very beginning of the automation sequence. In addition to offering a call to action, use this third email to try to instill a sense of urgency. Phrases like “it’s not too late” or “reminder” can help nudge them toward taking their next step in the intake process.You may choose to end your automation here after the third email, but feel free to keep adding steps for as long as you would like.

NOTE: Depending on the demographics of your typical clientele, it may make sense for you to pepper in a sequence of text messages into this workflow as to complement your email templates. The automated task action item can also be a powerful tool if you think your leads will respond well to a personal phone call, add in a task assigned to a staff member to call them at any point during the marketing campaign.

2 Consultation no-show

Another email marketing campaign you may wish to implement is a no-show follow-up drip campaign. While there are many practices you can follow to reduce your no-show rate, they still occasionally happen and there’s no better way to recapture a prospective client’s attention than with an automated campaign.The ultimate goal (or call to action) of this campaign is to get the lead to rebook their consultation. Keep in mind that this workflow could apply for other types of appointments as well, with consultations being just one of many use cases.This marketing campaign calls for a variety of touchpoints such as emails, text messages, appointment requests, and likely even a task to call. Knowing that this person was already engaged enough in your firm to schedule a consultation in the first place, you can choose to be a bit more aggressive with your type and frequency of outreach.

Email 1

The first email touchpoint should be sent out as soon as someone is deemed a no-show. Approach this email with messaging along the lines of “Sorry we missed you today!” It is a great idea to send this out either as an appointment request action or simply include a booking link within your email template.You may also wish to accompany or swap out this email with a text message. Again, since this lead has booked an appointment prior to this correspondence, it is less likely that you will come across as intrusive with a text message. To include both an email and a text message in your drip campaign, simply add each action item into your automation consecutively without any time delays between them, and then they will send at the same time.

NOTE: Be sure to add exit conditions to this automation to ensure that leads no longer receive no-show emails once they’ve rescheduled a consultation.

Email 2

We suggest only a 1-2 day delay between Email 1 and your second touchpoint. Whether you choose to send an email, text message, or both, be sure to reiterate that your firm is still here to be of service to them.Try to avoid language that could shame them or make them feel guilty and uncomfortable for missing their consultation in the first place. Your goal is simply to get them rebooked with the intention of attending the rescheduled consultation — and leading with empathy goes a long way.Once again make sure you include a concise call to action, be it a booking link or instructions to call your office, so that expectations are set on all sides.

Email 3

Your third email should be dispatched roughly 5 days after the missed consultation. As with your new lead automation, at this juncture it may help to instill a sense of urgency for the sake of motivating a prospect to rebook now rather than later. Be selective with your word choice in this email; use persuasive language that will inspire them to take action..While it may seem like a no-brainer to follow up with your consultation no-shows, how often do you actually take the time to manually send that follow up? Creating this automated campaign will allow you to take that tedious task off your plate.As with the New Lead Follow-Up campaign, feel free to continue alternating time delay actions and touchpoints to keep following up with these leads for as long as you would like.

3 Content sharing

In addition to using email marketing for intake, you can also utilize this powerful tool for delivering content, newsletters, and any other announcements your firm has to share.Content marketing can be a great way to build a relationship with potential clients without coming across as pushy or overly salesy. You may already have a library of content such as ebooks or whitepapers, or you may be in the early stages of creating this content. Either way Lawmatics has what you need to distribute it among your audience.If you have any exclusive educational content available on your website, you may opt to gate said content, requiring a form fill of name and email address for access. Should you decide to go that route, create a Lawmatics form to embed on your site for capturing this data, and then anyone who submits it will automatically be created as a new PNC in your CRM.After someone has filled out a form to gain access to your content, use your email marketing campaign to automatically send them an email with the requested content — either attached, or linked in a button. This is a perfect use of those HTML templates for sharing a beautifully designed and eye-catching email. You may also wish to use the change attributes automation action to apply a tag to this lead, perhaps stating that they are interested in content, or maybe even a particular practice area or other area of interest based on the content they requested.The cadence of this email campaign should be much more spread out and less aggressive than the other scenarios that have been discussed thus far. We suggest creating a campaign with a cadence of 1-2 touchpoints per month. In each following email you may wish to share another piece of content, link to an interesting and relevant news story, share FAQs about your firm, or even share a booking link and prompt them to schedule a networking call or consultation.Sending a variety of types of emails and content can help keep them engaged and interested in the emails coming from your firm.

Conclusion

Email marketing requires a relatively low investment and can bring about very high returns for your firm. Lawmatics simplifies the process of marketing to your leads and clients by keeping your resources all in one place.Create custom filtered audience lists and/or trigger highly specific automations targeting a particular demographic or a lead at a certain point in the intake process. Additionally, use Lawmatics to build a library of email marketing content, including both plain text and HTML email templates. Lastly, sequence these email templates into a campaign and you’re ready to go. Once you put in the initial effort of setting up your campaign, it becomes a well-oiled machine that requires little to no human intervention.Take your marketing to the next level by tracking engagement metrics such as opens and clicks on the Emails page in Lawmatics, and make adjustments to your templates based on what seems to be performing best for your clientele.Lawmatics can turn you into an expert-level marketer, whether you feel like one or not. Between the variety of touchpoint types such as email, text message, content, etc. and the customizability of your automations, you will be perfectly targeting your audience in no time. At the end of the day, all of these marketing efforts will free you up to spend less time tediously marketing your firm, and more time doing what you do best.

Any law practice, including those that rely heavily on referrals or have a narrow focus, can benefit from LinkedIn-related marketing efforts. Consider the following:According to recent statistics compiled by Hootsuite:

• LinkedIn has approximately 810 million users worldwide, spanning over 200 countries, with 185 million members in the United States.
• Three million LinkedIn users share content every week, and more than 24 million post more than once a week.
• Over 40 million members apply for a job advertised on the platform at least once per week.

Although the legal industry does not have the most prominent presence on LinkedIn (that distinction belongs to information technology and services), a significant number of lawyers use the platform. For example, the American Bar Association’s Legal Technology Survey found that over 75 percent of law firms and 21 percent of the top legal decision-makers are active on LinkedIn. Another survey concluded that 68 percent of all LinkedIn users said they were likely to use the platform to find a lawyer, making LinkedIn an excellent place for law firms and attorneys to market their services.

Why lawyers need to create content on LinkedIn

LinkedIn is not Facebook. Your professional connections are not interested in what you had for dinner, your take on last night’s game, or where you went on vacation. Instead, the emphasis should be on business opportunities and professionalism.Lawyers must tell their audience what they do. What resonates most with readers is genuine content. Readers can pick out canned content, and they will promptly skip over it. For a busy lawyer, creating their own content can seem daunting - at first. However, once you are in the habit of creating content for LinkedIn, you will likely find that it can be done relatively quickly. A LinkedIn post should be short, concise, and to the point to comply with post limitations. For lengthier pieces that exceed target word counts, you can also publish your own article using LinkedIn’s integrated publishing platform. In addition to promoting thought leadership, you can use articles to provide industry insight. If you don’t have much time (most attorneys don’t), you can simply post a link to an interesting article related to one or more of your practice areas. Posts with a photo typically get more traction than those with just text. Many attorneys struggle to come up with ideas for their posts. However, LinkedIn is an excellent place to share what’s going on in high-profile or newsworthy cases. If you or your law firm is tackling a legal challenge in a case, perhaps, your network will be interested in knowing more about it. This is yet another way to position yourself as an expert in your area of practice.

Why and how lawyers should update their LinkedIn profiles

The primary purpose of all your LinkedIn activity should be to drive engagement to your profile page. If your readers enjoy your content, this will help keep you fresh in their minds. The logic behind this strategy is simple: to catch the eye of clients looking for a qualified attorney and to remind lawyers looking for a referral that someone out there does the same kind of excellent work.Your LinkedIn profile should give your readers a sense of who you are, as a lawyer and person. Sharing work experiences and even what might be described as “war stories” can be effective. Although you should avoid oversharing, mentioning your family and things you enjoy doing reminds connections that a lawyer is, in fact, a human.Here are some tips for updating your LinkedIn profile that will help you get noticed:

Use a professional photo

Your profile picture is your first impression on LinkedIn. It sets the tone for how your target audience and professional contacts perceive you, meaning no pictures of you sporting sunglasses, frolicking on the beach, or enjoying a beer or two after work. Ideally, you should have your photo taken by a professional, wear business attire, and have a friendly, approachable expression on your face.

Create a compelling headline

After viewing your picture, the second thing users see when they type your name into the LinkedIn search bar is the headline on your profile. The platform’s default setting will populate your headline with your current employment details, generally in the format of job title at current company/law practice, but don’t let that limit you. Instead, add impact to your headline by speaking directly to the reader, whether your goal is to connect with legal clients, potential employers, or other attorneys. The headline’s purpose is to entice someone to click on your profile instead of someone else’s – you need to give them a reason to do so.

Provide your contact information

If you’re using LinkedIn for marketing purposes (and you should be), you need to connect with as many potential clients as possible. Make it easy for them to find and connect with you on your profile by telling them how to contact you. Although it may seem obvious, many lawyers miss a fundamental part of LinkedIn marketing when they fail to provide their contact information. You can include your website URL, Twitter profile, and more to offer potential clients multiple ways to contact and follow you rather than just sending you an InMail message.

Maximize your “About” section

Many lawyers treat the About section of their LinkedIn profile as little more than an elevated CV that talks about their previous positions or lists their specialist areas. Don’t make that mistake. Instead, use all 2,000 characters (including spaces) of your About section to describe in detail how you can help your target audience. What benefits do you provide? Why should they keep reading? Sound engaging and sincere, try to relay benefits, insert keywords, and make the text easier to read by inserting bullet points.

Write a captivating summary

A properly written summary will showcase your confidence as an attorney. To create a noteworthy description of yourself, emphasize your achievements, principles, and what sets you apart from other attorneys. Keep your summary clear and concise since only about the first 200 characters of your summary will appear to someone using a desktop or laptop computer (to view the rest, they need to click “see more”). Make sure to include relevant highlights, steer clear of buzzwords, and be honest. If you’re uncomfortable creating your own summary, consider paying an experienced writer to write one for you.

List relevant experience

Think of your LinkedIn profile as an online business development tool. Anyone thinking about working with you will be interested in your professional background, and you can use the career history section of your profile to highlight career milestones that have directly led to your current practice and business focus. If you’ve changed practice areas or had a varied professional history before focusing on law, this should be reflected in your profile. Include up-to-date links to firm pages, especially for your current firm, with details on contacting you for service inquiries.

Showcase your published work

LinkedIn articles add an extra dimension to your account by spotlighting your expertise and professional focus. In addition, if you publish articles or blog content to your LinkedIn profile, you reap numerous benefits, such as:

• Writing insightful articles on current trends will help to establish you as a thought leader in your practice area.
• Your connections can easily share the posts you publish on LinkedIn, helping you attract the attention of your target audience.
• Articles written on LinkedIn are indexed by Google, meaning they will appear in search results for related keywords. By including a link to your website within your articles, you can drive more traffic to your website.

Include recommendations

The recommendations feature of LinkedIn provides unique value by offering your connections the chance to write a recommendation for you that can be displayed publicly on your profile. However, lawyers are responsible for complying with jurisdictional advertising requirements, so you should closely monitor the wording of your profile recommendations, as well as skills and endorsements. In addition, you cannot permit other LinkedIn users to call you a specialist, no matter how deserving you might be. If someone in your network asks you for a recommendation, doing so will demonstrate your willingness to give recognition to those who deserve it.

How to engage with others on LinkedIn

If you use LinkedIn to promote your law firm, you need to share content that adds value to your audience and helps you build your expertise. The point of engaging with others is to give people an idea of who you are and what you do through the things you publish or share.Some examples of content that attorneys can share on LinkedIn include:

• Legal news and updates related to your practice area
• Photos from events that you led or participated in
• Case wins, settlements, verdicts, and other success stories
• Resources you created to help people, such as blog posts, videos, webinars, eBooks, and infographics

Consistency will pay off, but your results may not be quick or obvious. As with any marketing strategy, you want to be as active and consistent as possible on LinkedIn. You don’t need to publish every day; however, you should try to follow a schedule. Ideally, you want to create your own content, but you can also share some of your contact’s posts if they’re relevant to your profile. Strive to offer a mix of material to stay engaged with your readers.Take time to look at the posts of others and comment, engage or react, and occasionally respond to comments made to your posts. By reacting with sentiments of like, celebrate, support, love, insight, or curiosity, connections can personalize their responses to your posts. When you get direct messages on LinkedIn, treat it like email and respond promptly.

Tips to drive leads and referrals for your firm

Unlike most other social media platforms, LinkedIn is focused on business and professionalism, and your profile functions like a digital business card. Here are some ways to drive leads and referrals with LinkedIn:

Optimize your profile

You should periodically review your LinkedIn profile for opportunities to improve, update, and optimize your content. To make your LinkedIn profile stand out, you should:

• Provide a descriptive professional headline.
• Accurately describe the services, values, and skills you offer.
• Complete the education and experience section with relevant information.
• Include both personal and professional interests.
• Get and give some recommendations or endorsements.
• Mention relevant honors and awards.
• List groups or associations to which you belong.
• Tell readers how they can reach you.

Although optimizing your LinkedIn profile can feel like one more task to manage, it can profoundly impact your marketing message.

Grow your network

Referrals are an outstanding source of clients for law firms, and leveraging your LinkedIn profile is an excellent way to grow your referral sources. Begin by connecting with colleagues, former clients, friends, and others who may need your services. You can also use LinkedIn Advanced Search to look for clients or groups that fit within your area of expertise and check LinkedIn suggestions to see if there’s someone you should network with. Before connecting with people, customize your requests to make them more relevant and personal.

Use hashtags

LinkedIn users can also add hashtags to their posts to gain more visibility and exposure. LinkedIn hashtags are typically used to:

• Categorize content by topics
• Help users discover and search for relevant content
• Establish your credibility and expertise

Lawyers should use hashtags related to their area of expertise at the end of their content. If you don’t know which hashtags to use, you can go to the LinkedIn search bar to look for ideas or create your own based on your main keywords.

Utilize tracking links

Your LinkedIn profile is a marketing tool that comes equipped with analytics tools that can be used to measure the popularity and interaction level of each of your posts, but don’t stop there. You can insert a tracking code on the end of your links to properly attribute traffic to your site that comes from each update to determine how much inbound traffic your page is receiving.

Join or create groups

One way for attorneys to build their credibility on LinkedIn is to join or create groups relevant to their practice area. By providing helpful information in groups, readers will begin to see you as an expert and the go-to person in your industry. You can look for existing groups on LinkedIn, or your law firm can create and moderate its own group.

Drive visitors to your website

Your LinkedIn profile is also an excellent way to drive visitors to your law firm’s website. For example, if you have a piece of content that can be useful for your audience, you can write a small introduction on a LinkedIn post, add a link to that page and share it with your audience. Another strategy to get people to visit your website is to rework or repurpose content already on your website into a native post. For example, if your article is evergreen, you can take various angles and publish different posts. Repurposing your content allows you to explore new angles that may be more compelling for a social media audience.

Streamline your marketing efforts with LinkedIn – and Lawmatics

With Lawmatics law firm marketing automation, you’ll be able to build marketing newsletters with intuitive drag-and-drop features, set up drip email marketing campaigns to nurture your leads, and automate your entire intake process with the click of a mouse. For more information on how Lawmatics will help you attract more prospects and win more clients for your law firm, request your demo today.

Cloud-based legal software applications have become mainstream in the past few years. These applications help to make the lives of lawyers easier because they are:

• Hosted on the vendors’ servers
• Accessible via a web browser or mobile apps
• Do not require law firms to provide server storage, memory, or processing power
• Can integrate access to cloud-based file storage systems

Although resistance to change can be a daunting force in the legal industry, overcoming that resistance is necessary for a successful migration to the cloud.

What is cloud computing?

The National Institute of Standards and Technology (NIST) defines cloud computing as: “a model for enabling ubiquitous, convenient, on-demand network access to a shared pool of configurable computing resources (e.g., networks, servers, storage, applications, and services) that can be rapidly provisioned and released with minimal management effort or service provider interaction.” What this means, in layman’s terms, is that the cloud enables users to set up a hard drive and securely run software on the internet, giving them access to essential data, applications, and tools anytime from anywhere – a law office, coffee shop, home office, or even the kitchen table.Over the past 10 years, organizations in almost every sector have moved their data to the cloud, migrating at least a portion of their infrastructure. Many businesses, and even the most security-conscious government agencies like the FBI, have adopted the cloud. However, the legal industry remains firmly behind the curve. But why?

Even a pandemic can’t force some lawyers to embrace cloud-based software. While many industry observers and vendors predicted COVID-19 would deliver the final blow to on-prem preferences as many lawyers worked remotely, old habits are hard to break.

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Victoria Hudgins, Legaltech NewsNovember 15, 2021

Before the pandemic, law firms operated almost exclusively from on-premises solutions. Most of their remote connectivity was limited to web-based solutions focused on legal research and case management tasks. Cloud computing can replace all existing hardware infrastructures, enabling users to securely store and access data from anywhere in the world, regardless of physical restrictions or geographic borders. According to Forbes, most law firms experience a more favorable return on investment and a lower total cost of ownership when transitioning to the cloud and SaaS compared to managing their data with on-premises solutions. Yet, some law firms remain reluctant to move to the cloud, perhaps due to their leadership’s resistance to change. Others fear that should they make the transition, they will face higher operational costs, experience business interruptions during data migration, and perhaps most importantly, lose access to and control over the firm’s – and their clients’ – sensitive data. Unfortunately, their data security concerns may be justified but are misplaced. Law firms have traditionally invested in on-premises servers to manage and store their sensitive information, and although cloud computing has now become universal, many law firms remain skeptical. However, small to medium-sized law firms that manage their data on-premises are particularly vulnerable to cyberattacks since they often don’t possess the infrastructure or expertise to keep their servers secure. A Wi-Fi connection can leave information and files susceptible to a data breach, even with a secure firewall. According to Mandiant’s M-Trends 2022 Cyber Threat Report:

• Business and professional services, including law firms and financial services, were the top industries targeted for cyberattacks at 14 percent each, followed by healthcare (11 percent), retail and hospitality (10 percent), and tech and government (both 9 percent).
• Thirty-seven percent of all attacks began with software exploits, while 11 percent resulted from phishing attacks.
• Successful supply chain breaches were up to 17 percent from just 1 percent the previous year.

During the early stages of cloud-based systems, concerns about confidentiality and ethics were a valid reason for firms to avoid outsourcing data storage to an off-site server. However, advancements in cybersecurity often make the cloud more secure than onsite servers.

Why the cloud, and why now?

As more firms transition to working remotely, cloud-based systems provide the necessary secure access and offer flexibility and scale to accommodate a growing business. In addition, these systems provide encryption, automatic backup, teams of IT professionals, and physical safety processes like locked rooms with high-end camera systems and 24/7 monitoring – often impossible for law firms to enact at a reasonable cost.Here are five reasons that law firms should put their trust in modern cloud-based systems to generate, manage, and protect their valuable and sensitive data:

1Compliance

While on-premises systems require robust management and governance structures to meet security obligations, cloud governance provides the framework for cloud security. With properly executed control that minimizes the risk of security breaches on the cloud, cloud customers are more secure and compliant with data and security regulations, including the General Data Protection Regulation (GDPR). Here are some benefits of adopting the cloud to manage GDPR requests:

• Automatic updates. With on-premises, server-based solutions, users must confirm and record that all security updates have been completed. However, most cloud-based platforms provide security updates automatically.
• Support. Cloud-based solutions update their products and business operations to comply with regulations like the GDPR.
• Secure storage. The GDPR requires organizations to ensure that they can restore access to personal data in the event of an incident. That could be challenging with an on-premises platform, but cloud-based solutions employ strong safeguards to protect client data.

In addition, cloud-based document management systems feature state-of-the-art security infrastructure and comprehensive governance protocols to ensure that data is backed up, secure, and protected.

2Protocol

Law firms are the custodians of several types of sensitive data – personally identifiable information (PII), trade secrets, evidence, and other confidential information. As a result, unauthorized access to files could result in the exposure of sensitive client information, reputational damage, and regulatory sanctions. According to the American Bar Association, 25 percent of the ABA’s 2021 Legal Technology survey participants reported experiencing a cyber breach in 2021.Legal professionals need to employ SOC II accredited solutions that have been verified using stringent criteria for confidentiality, security, privacy, availability, and processing integrity to protect data and keep it secure. A quality service provider can identify and deploy the appropriate security solutions that will enable any firm to benefit from the agility and low cost of the cloud while maintaining the environment’s security. Additionally, many cloud providers utilize military-grade security standards and protocols to safeguard sensitive information, including data encryption standard AES256 used for data-in-transit and post-migration.

3Control

Legal professionals sometimes believe that migrating to the cloud means giving up control over their data and their critical documents because their servers will not be located nearby. However, they are not giving up control or possession of their data; they are simply moving it to a safer location where it will be more easily accessible. Cloud-based systems provide role-based access that enables users to control access to their cloud servers by conveying certain privileges to individual users. This allows administrative-level users to control access to sensitive information based on the defined roles, rights, and privileges connected to various access levels. For example, partners and lead counsel can assign access to information shared only with individuals working on the case.When you use cloud services, all your documents, emails, calendar events, daily tasks, contacts, timesheets, and invoices can be accessed at any time, by any authorized user, on any device. Cloud-based solutions provide many advantages over on-premises solutions in terms of control, including constant availability, simple scaling, and increased efficiency that help boost law firm productivity and profitability.

4Security

Legal cloud computing has made great strides, and due to the economies of scale, cloud providers are aggressively investing in industry-leading security infrastructure. Firms are also becoming more and more concerned about their ethical duties regarding technology competence and keeping confidential client information secure, and a move to the cloud increasingly makes sense. Modern cloud providers also offer considerably more secure data storage options than law firms can provide in-house. In addition, these sophisticated systems are capable of:

• Identifying suspicious activities and behavioral patterns, and alerting customers
• Making proactive recommendations, such as using stronger passwords, to users
• Detecting, tracking, blocking, and reporting any breach attempted by a third-party threat
• Supporting the security standard for discovery, validation, and reporting of such attempts by an external threat
• Applying multi-factor authentication (MFA) controls that go well beyond the standard username and password protocols to minimize the risk that unauthorized users will gain access to the system

According to Lawyer Monthly, the front line of defense for any cloud system is encryption, ensuring that client and firm data remains confidential. Yet less than half of the law firms who participated in the ABA’s 2020 Cybersecurity report utilize encryption and other security tools like two-factor authentication, intrusion detection and prevention, and remote device management procedures.Third-party verification is another key security feature to ensure that the security of the vendor is verified and confirmed by reputable third parties. Another must-have feature of cloud platforms is an anti-malware software that continuously scans servers and file systems for threats and notifies cloud users in real-time as part of the integrated Layered Defense System.

5Cost

No discussion of the merits of cloud-based services would be complete without addressing the cost savings these platforms deliver for law firms. In addition to being extremely secure, cloud adoption is also cost-efficient because it can:

• Minimize the need for in-house servers, subsequently allowing firms to avoid investing in and managing expensive computer hardware.
• Facilitate a virtual office, allowing team members to securely access data and collaborate remotely from any location to eliminate upfront costs, reduce overhead, and enable firms to devote a more significant portion of their budget to more critical endeavors.
• Give teams access to 24/7 support, often essential without a dedicated onsite IT team.
• Be easily implemented into numerous firm operations, including marketing, client acquisition, and business development.

Cloud computing is more cost-effective than an on-premises solution for one simple reason: the initial costs of moving to the cloud are much lower than purchasing a server, enabling law firms to lower the costs incurred for technology investments by 30 percent or more. Maintenance and support costs are usually included in a monthly fee priced on a per-user, per-month basis – no implementation fees and additional hardware costs apply.

Thinking of moving your firm’s data to the cloud? Find out how Lawmatics can help

Lawmatics, the #1 automation platform for growing law firms, is a cloud-based client relationship management system that takes security extremely seriously. Our staff are trained and updated on the latest technology security protocols and will handle your firm’s sensitive data with the utmost care. Here’s some information about the security features of our platform:

• Lawmatics is hosted on Amazon Web Services (AWS), which gives you peace of mind by providing state-of-the-art security and privacy features built into the platform by default. This same AWS security is used by large corporations such as Netflix, NASDAQ, and Liberty Mutual to keep their data secure.
• Our Amazon EC2 cloud servers are in nondescript locations protected by military-grade physical protection with 24-hour security escorts. Access to these servers is by two-factor authentication only, ensuring that your most essential data stays not only digitally protected but physically protected as well.
• Lawmatics will store all your law firm’s data at 256-bit AES encryption, the same standard used by banks and other large financial institutions. Data is sent and received using 128-bit SSL encryption which keeps your private information safe from third-party access.
• We provide two-factor authentication at no additional cost to give you further peace of mind that your law firm’s data is secure from all locations.

Embracing the cloud will help put your law firm in the lead in terms of technology and will also help lighten the data security load without breaking the bank, risking noncompliance, or sacrificing opportunities. For more information on how Lawmatics can make your transition to the cloud as seamless and secure as possible, set up a demo today.