Penglase & Benson

How Penglase & Benson Used Lawmatics to Win Back Lost Clients and Grow by 25%

John Benson

Managing Partner

Penglase & Benson

Firm Facts

Practice Area

Civil litigation, criminal, family, estate planning & probate

Business Size

7 employees

Location

Doylestown, Pennsylvania

Meet

John Benson

John Benson is the managing partner at Penglase & Benson, a general practice firm he's helped build over more than two decades in the Philadelphia suburbs. A litigator by trade and an educator at heart, John has spent his career making sure clients don't just get legal help, they understand every step of the process.

When the firm's patchwork of spreadsheets and disconnected tools started costing them clients, John went looking for a better way. Today, Lawmatics stays open on his screen from the moment he wakes up, giving him a live view of everything happening at the firm, all in one place.

What our customer have to say

“One of the first things I do every morning is open Lawmatics. I can see everything that came in overnight — who called, who reached out, what needs attention — and I'm already following up before I've even walked into the office.”

John Benson

Managing Partner

Penglase & Benson

The mission

Penglase & Benson has spent 21 years doing things differently. Every attorney at the firm has taught at a college or law school, and that educator's instinct shapes everything about how they practice law. Rather than simply solving a client's immediate problem, the firm is committed to making sure every person who walks through their door — or calls their phone, or fills out their website form — truly understands their legal matter and what their options are.

For John, it comes down to one thing: clients who feel like a number don't get the best outcomes. Lawmatics exists in their practice to make sure no client ever feels that way.

Challenges

Leads slipping through the cracks

Without a centralized place to track and act on incoming leads, potential clients were getting lost. Every lead that went cold was marketing spend that didn't convert, a prospective client who found another firm, and revenue that quietly walked out the door. There was no system to flag who hadn't been followed up with, no way to recover a missed opportunity, and no reliable process to close the loop before it was too late.

No visibility into the client journey

Their previous CRM captured the basics — a name, a phone number, an email address — but stopped there. There was no way to see where a prospect was in the process, no view of who had been contacted, and no way to know if someone had quietly fallen off the radar. For a firm handling sensitive legal matters, that silence isn't just an operational gap — it means people who need help aren't hearing back. And for staff already navigating emotionally demanding work, the mental load of manually tracking every touchpoint made a hard job harder.

Fragmented tools and too many screens

Getting a clear picture of the business meant jumping between their CRM, Excel spreadsheets for tracking conversions and lead sources, and a separate system for call data. Nothing talked to anything else, and pulling together even a basic weekly overview took real time and effort.

What our customer have to say

“Lawmatics is the Swiss Army knife of legal tech. With other platforms, all you get is a knife. With Lawmatics, you get the knife, the screwdriver, the bottle opener, the scissors — everything you need, all in one place."

John Benson

Managing Partner

Penglase & Benson

Benefit highlights

Automated Lead Scoring

John keeps Lawmatics open on his screen all day, because a single glance tells him exactly where every potential client stands. If someone's been sitting in one stage too long, that's the cue to reach back out and find out why.

Instant Agreement Sending

Every inbound lead — whether they come from website forms, Google Business Profile inquiries, phone calls, even seminar registrations — flows automatically into Lawmatics. The team sees everything in one place, and nothing gets lost between the cracks.

Rapid, Personalized Onboarding

When a prospect calls in, the recording links directly to their Lawmatics record. John's team can listen to the call, review what was said, and follow up. It's become their most powerful quality control tool.

Structured Source Tracking

Sending and tracking fee agreements used to be a manual chase. Now the platform shows exactly whether an agreement has been sent or returned — giving the whole team a clear picture of where each client stands in the closing process.

Role-Based Dashboards

Not every lead is ready to hire on day one. Lawmatics automatically enrolls those prospects into long-term nurture sequences, sending relevant, educational emails over time — so when they're finally ready to move forward, Penglase & Benson is the firm they remember.

Seamless Case Management Integration

As the firm has expanded into hosting educational workshops, Lawmatics captures every registration automatically. Attendee information flows straight into the pipeline — turning a community education event into a structured, trackable intake opportunity.

Power features

25% More Clients Converted

Since implementing Lawmatics, Penglase & Benson estimates they're signing roughly 25% more clients, a direct result of faster follow-up, real-time pipeline visibility, and the ability to catch leads that previously would have gone cold. With 90 to 100 potential clients entering the pipeline every month, recovering even a handful of leads that would have otherwise gone cold adds up to meaningful revenue over the course of a year.

5+ Cases Recovered

John can name at least five clients from the last month that would have walked out the door without Lawmatics. In each instance, his team spotted a stalled lead in the pipeline, pulled up the CallRail recording, identified a missed follow-up, and reached back out, turning a lost opportunity into a signed client who got the help they needed.

Faster Response for Urgent Matters

For clients facing time-sensitive situations — like EIDL loan defaults, where people are scared, fielding collection calls, and can't afford to wait — Lawmatics lets the team identify and prioritize those cases the moment they come in. What used to take days now happens the same day, and for those clients, that speed makes all the difference.

What our customer have to say

“We would have lost at least five clients completely if we hadn't gone back into Lawmatics, caught the missed follow-up, and reached back out. Those clients hired us. That's real money, and more importantly, those are real people we were actually able to help.”

John Benson

Managing Partner

Penglase & Benson

Future Goals

Building Out Automation

Automated email sequences , and more sophisticated nurture workflows are on the way, extending the firm's education-first philosophy to a wider audience than ever before.

Growing Seminar Lead Capture

Seminar registrations flow directly into the pipeline, and the firm is focused on building out the follow-up infrastructure inside Lawmatics to make sure every attendee is nurtured, tracked, and given every opportunity to become a client.

Consolidating the Full Tech Stack

The ultimate goal is to run every stage of the client journey through a single platform, phasing out their existing case management system and letting Lawmatics handle everything from the first inquiry to the closed file.

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