Legal software implementation

Lawmatics Onboarding

Lawmatics isn’t just a legal CRM and marketing automation platform. We are a true technology partner for your firm. Our Customer Success Team offers personalized training and guidance to ensure a successful Lawmatics implementation.
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Onboarding Services

Our award-winning Customer Success Team member works directly with your team to develop a tailored plan suited to your firm’s business goals. Our process is proven to provide faster onboarding and improved adoption.

Basic Onboarding

$999
What’s included:
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One 90-minute onboarding session
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Three Builder Hours executed by a Lawmatics Onboarding Specialist
–  
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!

Premium Onboarding

$1,499
What’s included:
–  
One 90-minute onboarding session
–  
Three Builder Hours executed by a Lawmatics Onboarding Specialist
–  
10 Lawmatics custom forms drafted for you
–  
Lead funnel activation
–  
Assistance with data migration
–  
Access to on-demand product training and guided tutorials

Basic Onboarding

$399
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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Most Customizable!

Premium Onboarding

$1,499
What’s included:
Six onboarding sessions2  or Builder Hours1  (mix & match)
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
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1  Builder Hour services include done-for-you custom workflows, Automations, Forms, emails, and more.
2  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 Builder Hours and Onboarding Sessions available for a fee.

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Bill Farias

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, Esq
Farias Family Law