Legal Software Implementation

Lawmatics Onboarding

As your trusted technology partner, we’re with you every step of the way. From onboarding to scaling, our Customer Success Team provides personalized training and expert guidance to ensure Lawmatics empowers your firm to grow, thrive, and achieve its full potential.

Onboarding Services

Basic Onboarding

What’s included:

  • Three 60-minute onboarding sessions
  • Training on pre-built and templated Lawmatics workflows
  • 10 Lawmatics custom forms drafted for you
  • Lead funnel activation
  • Assistance with data migration
  • Access to on-demand product training and guided tutorials
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Premium Onboarding

What’s included:

  • Six onboarding sessions 1
  • Custom training plan designed specifically for your firm
  • 10 Lawmatics custom forms drafted for you
  • Lead funnel activation
  • Assistance with data migration
  • Access to on-demand product training and guided tutorials
most customizable

1 Onboarding sessions are designed to help you and your team get the platform fully operational and customized to meet the unique needs of your firm.

*Onboarding package is non-refundable

**Additional onboarding sessions available for a fee.

Need more help?

Let us help you achieve your business goals and more with our Professional Services.

What our customers have to say

"The onboarding experience was awesome. First, the team replicated what I had in Clio Grow. Then, they went above that in every area. 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
Founder & Attorney
Farias Family Law