Lawmatics Legal CRM

byLawmatics

Lawmatics Legal CRM is a comprehensive client relationship management platform designed specifically for law firms to streamline client intake, automate marketing efforts, and enhance client engagement. It offers tools for managing client relationships, tracking leads, and facilitating seamless communication, all within a single, organized system.

Features

  • Legal Contact Management: Track, segment, and engage potential clients; manage client activity and communications; keep client data organized and up to date; sort contacts with criteria tailored to your law firm.
  • Pipeline Management Tools: Track leads through every phase of the client journey; eliminate inefficiencies in follow-ups; view firm performance at a glance; organize contacts with customizable tags.
  • Automated Client Engagement: Set up dynamic email workflows; customize digital intake forms; send agreements using e-signature software; use document request templates.
  • Advanced Custom Fields: Capture and merge valuable client data into the CRM; incorporate workflow automations for timely follow-up and efficient client management.
  • Legal Software Integrations: Connect Gmail or Outlook inbox to the CRM; automatically update client records with every sent or received email, file, and text.

Product Details

Pricing
Subscription
Deployment
Cloud
Location
🇺🇸 San Diego, United States

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