Features
A complete CRM, intake, and marketing automation platform designed specifically for law firms. Built on a cloud-based platform, Lawmatics offers power, reliability and ease of use. Learn about some of the great features below.
Marketing Automation
Email Drip Campaigns
Audience Lists
Automate Anything
Custom Email Suite
Intake
Automation
Lawmatics power is in the automations. Easily automate the entire intake process. From initial lead capture all the way through to capturing the e-signature on the fee agreement, Lawmatics can build automations that will ensure that nothing slips through the cracks and your entire intake process will be on autopilot. No more worrying about whether someone has been contacted, sending bulky forms to get filled out, or chasing down leads to make sure they show up for their appointment.
Forms
Lawmatics’ custom forms suite allows you to build a complex and beautiful questionnaire experience for your clients. Custom build your form to have the fields you need, the questions you need to ask, the style you desire, and even custom logic that allows you control when certain fields are visible or not to the person filling it out. Our forms can even be embedded on your own website, making for a seamless online intake process.
Pipeline
Use our magnificent, kanban style pipeline view to quickly see all your leads and where they are in the intake process. Lawmatics is also the only CRM that will give you predictive revenue, learning as you go about the value of the cases that you have in your pipeline.
E-Signatures
Lawmatics’ built in e-signature suite means that it has never been easier to send documents like fee agreements to clients for signature. Our document templates can even be filled with data from fields in the CRM, meaning document automation is now coupled with e-signature. It’s like magic!
File Requests
File request templates makes it very easy to request the documents from your leads and clients that you need for every case. Construct file request templates with specific documents needed which can be unique to each practice area or case type. Fire these requests out to leads or clients as part of an automation and they will receive a link to a beautiful webpage making it super simple for them to upload only exactly what you need from them.
CRM
Organization
Get everyone organized with our world class CRM. Keep track of leads and where they are in the process. Have everyone’s data in the same format and in the same place. View your contacts by whatever criteria you would like to view them by.
Custom Reporting
Lawmatics is the only legal CRM that gives you complete control over your data and how you see that data. Custom reporting allows you to chose the data you want to explore and then lets you slice and dice that data in any way you would like. Easily save reports so that you can quickly access important data at a moment’s notice.
Custom Fields
Unlimited custom fields allow you to customize the data that you capture on leads and clients. Every law firm is different and custom fields gives you the control to set up your CRM in the way that works for you and your practice.
Insights
Custom Reporting
Lawmatics is the only legal CRM that gives you complete control over your data and how you see that data. Custom reporting allows you to chose the data you want to explore and then lets you slice and dice that data in any way you would like. Easily save reports so that you can quickly access important data at a moment’s notice.
Visual Analytics
Seeing critical data at a glance has never been easier. Lawmatics makes it super easy to see very important data in a beautiful and easy to digest presentation. See where all your leads are coming from, see all your sources broken down into actionable data points, and see how you are tracking to your growth goals.
Goal Tracking
Let’s face it, gauges are useful…and cool! Our analytics gauges let you set goals for new leads and new clients, for several time periods, giving you an easy to see visual of just how you are working towards your goal on some of the most critical numbers for your practice.
Ready to give Lawmatics a try?
Sign up for a product demo today
CONTACT US if you have a question