Legal Software Implementation

We partner with you for seamless implementation

Lawmatics isn’t just a legal CRM and marketing automation platform—we are a true technology partner for your firm. Our team supports you every step of the way during implementation and beyond to ensure you get the full value from your investment.
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Onboarding Program
When you’re ready to get started with Lawmatics legal software, you’ll have the option to add a dedicated implementation specialist to seamlessly guide you through the process and set your law firm up for success. Typically, the implementation process is completed over 4-6 calls, but your timeline will be customized depending on your schedule.

After implementation is complete, you will have free access to our industry-leading support teams and resources for ongoing assistance and training when needed.
The Lawmatics implementation process is designed to assist you every step of the way in getting the platform fully operational and customized to meet the unique needs of your firm. You will get:
A dedicated Lawmatics implementation specialist to help you with all of your questions and training needs (we don’t outsource support!)
Assistance with data migration
One-hour interactive training sessions over the course of 4-6 calls
10 Lawmatics custom forms drafted for you free of charge
Access to instant, on-demand product training and guided tutorials


At the end of implementation, you can count on three things:
A built out platform
The platform will be operational so you can start automating email drip campaigns, build out audience segmentation, view law firm performance reports, and more
Training for you and your staff
You and your staff will be trained to take full advantage of Lawmatics powerful feature set including legal document automation and legal e-signatures
Means for continued learning
You will have access to our knowledgeable, responsible support team who serves as a trusted technology partner to your firm

Lawyers Choose Lawmatics

Our customers give their clients the client-focused experience they deserve. Learn how they do it all with Lawmatics.
The onboarding experience was awesome. First, the team replicated what I had in Clio Grow. Then, they went above that in every area. Johnny was incredibly patient and taught me how automations work and how to optimize my automations. He hopped onto calls, would screenshare and even created Loom training videos for me to reference as I dove deeper into Lawmatics capabilities. Now, I reach out as needed, and the team coordinates a call. I got my money’s worth and way more. Their support and service are incredible!“
— Bill Farias, Esq • Farias Family Law
Lawmatics is a powerful automation platform, only DIY setup if you have the skillset. Invest in onboarding or a resource to help you build the machine, leverage it to the fullest extent you can and let it run.“
— Christopher Gaddy • Nice Law Firm
Contact us if you have any questions
(800) 883-1105