Never miss a new client opportunity again

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.
Pipeline Management
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.
Sort with Custom Tags
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.
Conti Moore Smith
Case Study

How Lawmatics helped Conti Moore Law, PLLC save time and cut costs while driving 2x growth

Conti's law firm has doubled the amount of business it is handling in the last year. With Lawmatics, they are well equipped to efficiently manage the increase in work.
Case Study

Lawmatics powers rapid growth of Arizona criminal defense firm

Unified by their commitment to outstanding legal representation, Ryan McPhie and David Lish leveraged Lawmatics to grow their practice from a small operation to three locations with over 20 staff members.
Matthew Sullivan
Case Study

Accelerated intake increases profit for family law firm

Matthew Sullivan of Sullivan Law & Associates is able to process a higher volume of leads and convert more prospects into clients by accelerating intake with the help of automation tools offered by Lawmatics.
Contact us if you have any questions
(800) 883-1105