Business law software built for long-term company relationships

Lawmatics is business law software that helps firms convert referrals into engaged clients and run lead intake, CRM, and marketing automation in one place.

From first referral to multi-year client, Lawmatics supports your business law firm

Referral-partner attribution

Track each referral partner, from CPAs to bankers, and see who sends real engagements that convert.

Multi-matter pipeline tracking

Track each referral partner, from CPAs to bankers, and see who sends real engagements that convert.

Capture the company’s lifecycle

Send timely check-ins as clients hire, fundraise, sign vendor agreements, or plan a future company exit.

Insight-driven reporting

Compare formation, contract, and M&A work by source, client value, matter type, and signed retainer rate.

AI-assisted intake routing

Merlin Qualify evaluates each lead by matter complexity, conflict status, urgency, and likely retainer fit.

Works with your stack

Replace spreadsheets and ad-hoc follow-up while keeping the tools your business law firm already uses.

Client Intake

Turn business law inquiries into signed engagements without slow back-and-forth

When a referral partner sends a CEO who needs entity formation or a vendor-contract review, your team needs context first. Lawmatics helps business law firms capture that information while moving business forward, from custom intake forms and conflict checks across affiliated entities to consult booking, automated follow-up, and e-signature tools. Merlin Qualify adds early lead prioritization, so your team can respond faster without treating every "quick question" like a full-fit opportunity.

Discover the value of business law client intake software

Support every business law inquiry with the Lawmatics Merlin AI suite

01. Merlin AI suite
02. Merlin Qualify
03. Merlin Engage
04. Merlin Copilot

Turn new opportunities into next steps

Merlin helps intake, follow-up, and reporting move faster.

Merlin in Lawmatics helps business law firms evaluate leads, continue follow-up, and ask for the data they need. Inquiries can move faster from referral, formation request, or contract review to signed engagement.

Prioritize the business law leads most likely to sign

Merlin Qualify evaluates leads using firm-defined criteria.

Merlin Qualify in Lawmatics reviews matter type, referral source, jurisdiction, conflict status, entity size, and retainer fit. It recommends the next step so intake knows which leads need attention first.

Keep lead follow-up moving after first contact

Merlin Engage helps continue conversations with prospects.

Merlin Engage in Lawmatics keeps outreach moving through SMS, email, chat, and phone follow-up. Business law firms can stay responsive when founders, GCs, or COOs ask about consultations or next steps.

Ask for workflows, reports, and client details

Merlin Copilot helps teams build, find, and report faster.

Merlin Copilot in Lawmatics lets teams build workflows, generate reports, and find answers from firm data. Ask about intake volume, referral sources, contract-review stages, or follow-up tasks and get answers faster.

Think Legal uses Lawmatics to reduce manual admin, move business law prospects through intake faster, and give Taylor Darcy’s team more time for client work.

Taylor Darcy

Founder & Managing Attorney,
Think Legal

Legal CRM that works with your business law stack

Lawmatics connects to Clio, MyCase, CARET Legal, Outlook, Gmail, and CallRail so engagements stay in sync. The platform is SOC 2 Type 2 certified and hosted on AWS.

Lawmatics connects with the tools your firm uses every day — from calendaring and virtual receptionists to law practice management software — so everything works together, effortlessly.

Keep growing your business law practice

Use these resources to build referral-partner pipelines, retain clients across multiple matters, and connect revenue to source across formation, contracts, employment, and M&A work.

Marketing Mastery Series: General Practice

Learn how to position a relationship-driven practice, build stronger referral channels, and keep prospects engaged from first contact through signed agreement.

Law Firm Marketing Tips: 2026 Guide for Lawyers

Explore practical ways to improve visibility, strengthen follow-up, measure marketing ROI, and turn high-value inquiries into signed clients.

Built for Better Leads: How Merlin Qualify Transforms Intake

See how AI-assisted intake helps firms prioritize better-fit leads, reduce intake guesswork, and respond faster when the right opportunity lands.

Real customers, real results with AI and automation

Nesevich Law

400

%

Revenue increase

Estate Planning

The Creator’s Law Firm

25

%

Increase in lead conversions

Intellectual Property

Leppard Law

12

%

Conversion rate increase

Criminal Defense

Bourassa Law Group

40

Conversion rate increase

Personal Injury

Sullivan Law & Associates

$

500

Average increase per retainer

Family Law

Florida Women’s Law Group

100

%

Increase in revenue

Family Law

Sterling Immigration Ltd.

120

%

Increase in lead conversions

Immigration Law

Why business law firms choose Lawmatics

Business law software helps firms manage company relationships, track every matter, and connect referral sources to signed engagements.

Relationship continuity across years

Relationship continuity across years

Business law software should help firms manage relationships beyond one matter. With automated relationship nurturing, Lawmatics connects matters, contacts, and interactions to the company record, so partners see the full history before each call.

Multi-matter pipeline visibility

Multi-matter pipeline visibility

Business law firms often manage several active matters for one client. Lawmatics gives partners legal pipeline management by client, matter type, stage, and projected close date, so reviews stay cleaner and handoffs are easier to track.

Referral-partner attribution that compounds

Referral-partner attribution that compounds

Business law growth depends on CPAs, financial advisors, bankers, and prior clients. With legal analytics software, Lawmatics tracks each lead from referral source to engagement, so firms can see which partners drive lifetime value.

Sign more engagements for your business law firm

Frequently asked questions