With Lawmatics’ Pipeline Management, you’ll gain an automated, customizable tool to manage, prioritize and nurture your prospective clients from initial inquiry to paying client, and beyond.
Optimize your client intake pipeline with our customizable dashboard. We provide the tools your team needs to organize & track leads through every step of the client journey.
Customizable templates and workflows make it easy to analyze firm-relevant data to see what you need to take action on. From calls to emails, track everything in one place and gain full control of each stage of the client intake process.
Create pipelines and workflows to track and evaluate the data using the criteria that works for you. Organize all of your pipelines using drag n’ drop simplicity and access key performance analytics.
Lawmatics lays out the data you need in a way that’s easy to understand, so you can see which leads to follow up with next, how new clients are progressing, and how well your business processes are working.
"We create a lot of lead magnets. With Lawmatics, we can track a lead from the very first time they engage with our firm. Now, we can see their entire journey step by step, and we can identify the sources that are working the best and those that are underperforming. I am really happy with the tracking and reporting features because we finally have the ability to measure success and our overall conversion rates.“
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Tag and categorize leads, existing clients, and professional contacts, so you can find who you need when you need them.
Make the most out of valuable data and boost your performance with fewer manual processes, paper trails and human errors.
Schedule a demo of legal’s most trusted growth platform.
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