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.
At a Glance
Study your pipeline data at a glance
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.
— Bill Miller, Miller Estate and Elder Law
Organize contacts with customizable tags
Tag and categorize leads, existing clients, and professional contacts, so you can find who you need when you need them.
one and done
Say goodbye to paper trails and spreadsheets
Make the most out of valuable data and boost your performance with fewer manual processes, paper trails and human errors.
Law firms love Lawmatics
Our customers give their clients the client-focused experience they deserve. Learn how they do it all with Lawmatics.
How Nice Law Firm increased onboarding by 70%
With Lawmatics automation tools and integrated partner solutions, Nice Law Firm accelerated the client onboarding process by 70% and cut time spent on manual processes in half