Deep Dive Recap: Game-Changing Workflows from Real Lawmatics Users

This month, we’re pulling back the curtain on the workflows and go-to tools that help three attorneys — and Lawmatics power users — run their firms with efficiency. These experts share their secrets to mastering three critical stages of the client journey: attracting qualified leads, nurturing them into clients, and onboarding new clients seamlessly.

In this exclusive roundtable, our panelists dive deep into what’s driving results for their firms, offering practical insights and actionable tips that any attorney can use to streamline operations and accelerate growth.

Panelists

Time Stamps of Key Takeaways

3:55 — Attracting quality leads with precision

When it comes to client intake, precision is the name of the game. The self-styled ‘MacGuyver of Law Firms’ Patrick Patino shares how High Five Legal leverages the Lawbrokr integration with Lawmatics, in conjunction with Lawmatics custom forms, to ensure only the most qualified leads make their way to his desk. Think of it as a finely-tuned filter, separating the gold from the gravel.

14:30 — Nurturing leads and sealing the deal

Once the custom forms have filtered through qualified leads, it's time for automation to take over. Patrick showcases how Lawmatics automations keep leads engaged through timely follow-ups, personalized communication, and relevant content. This nurturing process ensures that leads stay warm and continue to move seamlessly through your pipeline, ultimately leading to that important final step — hiring your firm.

20:00 — Automatic engagement and data population

Shawnna presents the custom form her team uses to capture comprehensive client data and personalize the intake process. Once submitted, Lawmatics automatically generates and sends engagement agreements, streamlining the initial client onboarding. For clients still deciding, the system enrolls them into an email nurture campaign featuring informative videos and resources to guide their next steps.

28:26 — Phone intake and booking calendars

Shawnna hands things over to Jordan Douglas, the firm’s new client coordinator. She sheds light on features used by the intake team, beginning with an internal intake form used during phone consultations. One of Jordan's favorite features is the self-serve booking option on these forms, which helps set client expectations in real-time during the intake call regarding attorney availability. This form also includes fields essential for operations, such as referral source tracking and space for additional notes.

37:28 — Onboarding made excellent and efficient

Conti Moore dives into her process for onboarding clients after they’ve decided to hire the firm. It all starts with an automated fee agreement and extends to paying retainers, sending final onboarding forms, and generating invoices. This considered approach ensures a smooth onboarding experience for new clients who are still learning to trust their new attorneys.

48:56 — Adapting automations for client journeys

Conti is joined by Marko Skarica, a digital marketer and developer who helped set up the firm’s automations, who demonstrates how the firm can adapt and build new automations to accommodate every step toward retaining the firm — regardless of the client journey. For example, Conti Moore Law offers DIY courses for prospective clients who may not currently afford an attorney. These leads are supported with their own automated drip campaigns designed to transition them into paying clients should they later decide to hire an attorney.