Lawmatics CRM
Lawmatics is a client relationship management (CRM) and intake automation platform designed specifically for law firms. It focuses on managing the entire prospective client journey, from initial inquiry to signed retainer, by automating follow-up sequences, intake forms, consultation scheduling, conflict checking, marketing attribution, referral partner tracking, and reporting within a single connected system. Unlike generic CRMs, Lawmatics is built exclusively for the legal industry, offering features tailored to law firm intake, pipeline management, and client communication.
Features
- Customizable digital intake forms capture prospect information and feed it directly into the CRM pipeline without manual re-entry.
- Automated follow-up sequences via email and SMS to nurture leads through the conversion process.
- E-signature-enabled engagement letters streamline the client onboarding process.
- Round-robin appointment scheduling for consultations to optimize staff availability.
- Built-in conflict-of-interest checking to ensure compliance and avoid potential issues.
- Marketing campaign and event management tools to engage and attract clients.
- Custom reporting dashboards that tie marketing spend to signed matters for ROI tracking.
- Integration with major legal practice-management and accounting systems, including Clio, MyCase, PracticePanther, Microsoft 365, and Zapier.
- AI-powered lead qualification and routing through the QualifyAI add-on.
- Time tracking, invoicing, and payment processing through the Time & Billing add-on.
Related Products
Smith.ai
Smith.ai
Smith.ai is a U.S.-based virtual receptionist and client intake service that combines AI technology with human agents...
Litify
Litify
Litify is an all-in-one legal software platform designed to empower law firms and corporate legal departments by auto...
CASEpeer
CASEpeer
CASEpeer is a cloud-based case management software tailored specifically for personal injury law firms. It offers a c...
SmartAdvocate
SmartAdvocate
SmartAdvocate is a comprehensive legal case management software designed to enhance the efficiency and profitability ...