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Intake / Marketing Coordinator

Never let potential clients fall through the cracks

Attorneys count on intake coordinators to qualify and onboard prospective clients. Lawmatics client intake software allows you to seamlessly onboard and keep tabs on the progress of each of your prospective clients, at a glance. From tracking lead follow-up to client progress, we make it possible to manage the entire journey step-by-step with no missed opportunities for new business along the way.
Intake Marketing Coordinator


Manage the entire client journey the smart way

Keeping tabs on document deadlines, email communications, and client progress is a job unto itself. Ditch the chaotic spreadsheets — a CRM enables you to manage the entire lead and client experience in a few clicks of a mouse. Create and track powerful marketing campaigns, and run data reports to identify which campaigns are producing the most client conversions. Watch your business double and effortlessly manage it all with the help of Lawmatics.
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Marketing Analytics

Delight management by securing steady business for your firm

First impressions are everything. As the facilitator of a prospective client’s first touchpoint with your firm, the responsibility to secure new and repeat business falls on you. Lawmatics uplevels your lead generation efforts, giving you the tools to measure your marketing performance with visibility into the ROI of your digital advertising and referrals. Using the insights provided, you can identify your top-performing assets to secure a steady stream of new business for the business.
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Pipeline Management
Scanned Digital Law Firm Documents


Get documents signed instantly

Asking prospective clients to print, sign, scan and send documents back to you can be a serious source of friction in the intake process. E-signature allows your clients to sign from the palm of their hand from anywhere with an internet connection. Create, send, and receive important documents securely at lightning speed without the delays of procuring a wet signature. The faster you get the ball rolling on new client onboarding, the higher the chance of retention.
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Email & SMS Communication

Win new and repeat business

Put your marketing on autopilot with sophisticated email marketing drip campaigns and SMS messaging. Whether you’re sending a welcome email to a new client, or an appointment reminder via text, automated marketing communication takes new client nurturing and engagement entirely off your plate. With the help of sophisticated automation triggers, your messages are delivered to the right person at the right time based on any action or stage in the sales funnel. Plus, Lawmatics custom-branded email templates give your marketing emails personal flair that will leave leads wanting to know more.
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email automation
Client Portal Example

Client Portal

Bridge the communication gap

Responsiveness is a key factor in delivering a remarkable client experience that breeds referrals. When a lead or client has a question, an immediate response is ideal, but not always possible, given the volume of work at a law firm. The Lawmatics client portal allows clients to securely access their case information day or night from anywhere. Within, they are able to sign documents, view invoices, and see important upcoming dates and deadlines. No need to bombard you and your staff with phone calls or emails.
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Audience Segmentation

Simply unparalleled marketing

Why settle for an all in one marketing approach when you can target prospective clients based on their unique characteristics? Audience segmentation software makes it easy to deliver tailored messages that apply to whichever stage of the client journey your prospects fall into. You can apply filters based on language preference, practice area, and other unique characteristics. The end result? Enhanced engagement that encourages new and repeat business every time.
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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.
Hollie Del Vecchio
Case Study

How Lawmatics Helped Adaptive Law Firm PS Streamline Client Intake and Save Thousands of Dollars in Operating Costs

Using Lawmatics directly translates into real cost savings for this small law firm in Washington.
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
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(800) 883-1105