Email Drip Campaigns

Automate Anything

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.

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.

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.

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 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.

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.

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.