Never lose track of a potential client again

With Lawmatics’ Pipeline Management, you’ll gain an automated, customizable tool to manage, analyze and nurture your leads from intake to lasting connection.
Pipeline Management For Law Firms
Unified view

Manage your pipeline in one place

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
Custom Tags

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.
Pipeline Management For Law Firms
Pipeline Management For Law Firms
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.
attorney client software
Case Study

How Nesevich Law Used Lawmatics to Drive More New and Repeat Business

With the help of Lawmatics, solo estate planning and elder law attorney, Russ Nesevich from New Jersey found a new strategy in growing his practice
Chris Gaddy
Case Study

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
Case Study

Complete visibility of the entire client journey

How Lawmatics helped Miller Estate and Elder Law increase the overall effectiveness of their marketing efforts while improving the client experience

Close more of the right business

Sign up for a product demo today
Contact us if you have any questions
(800) 883-1105