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 just some of the great features below or feel free to reach out to one of our product specialists for a demo.

Marketing Automation

Intake

CRM

Insights

Marketing Automation

Email Drip Campaigns

Create automated email campaigns that keep your leads and clients engaged. Ensure that no one falls through the cracks by creating email touch points that keep your firm at the top of their mind.

Audience Lists

Create custom lists of leads or clients based off any criteria you want. Once that list is created, you can send a custom email to everyone on the list with one click of a button.

Automate Anything

Our workflow tools not only allow you automate marketing campaigns, but also allow you to automate any activity within Lawmatics. This includes creating tasks, sending documents for e-signature, changing data, sending emails and much more.

Custom Email Suite

Our custom email design suite makes it super easy to create beautiful looking emails. Start with one of our professionally designed templates or build your own completely from scratch.

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 get started?

Take your practice to the next level. Get started today or get in touch with us if you have questions.