Deep Dive Recap: Mastering Criminal Defense Workflows with Lawmatics

In the high-stakes world of criminal defense, where every move can change a client's future, streamlining your workflows is more than essential—it's critical. Imagine being able to respond promptly to every client's needs without pulling focus from their matters or that of your other clients. Our latest Deep Dive Webinar showcases the power of criminal defense workflows in Lawmatics, making it easy to disengage unqualified leads and win more clients with impactful marketing campaigns. Host and Lawmatics Product Manager Devon Roth demonstrates how to build and implement this workflow in your own practice, ensuring you take timely action and accurate insights.

Webinar Timestamps

0:00 - Introduction and overview

Devon opens the webinar by outlining the focus on mastering criminal defense workflows in Lawmatics, covering housekeeping items, and briefly introducing herself and Erika from the customer success team.

5:36 — Criminal defense Automations

Devon gives an overview of the Automations typically used in a criminal defense practice. Her example workflow includes drip campaigns for leads who haven’t scheduled a consultation, appointment reminders and follow ups, and exit conditions to end follow up campaigns. 

15:16 — How to automatically disengage unqualified leads

Not every lead is going to fit your firm’s client profile. In this section, Devon demonstrates how to use Automations to swiftly disengage those disqualified leads after a consultation. She also previews how to build Automations for clients who are undecided, may wish to retain your services at a later date, or are referred out to a law firm better suited to handle their matter.

27:38 — Tailor marketing campaigns for maximum impact

Targeted campaigns for segmented audiences are an effective way to engage prospects and both old and new clients. Here, Devon shows how to create branded HTML emails and incorporate them into drip campaigns to keep your firm top of mind no matter the stage of the client journey.

33:23 — Analyze and report on firm metrics

Understanding your data is critical to running an efficient and profitable criminal defense practice. This section exhibits how to build custom reports based on any field in your Lawmatics CRM and how to incorporate these helpful reports into custom dashboards for actionable visualizations.

35:50 — Create follow ups based on court dates

Automations are key to staying on top of court dates and ensuring no deadlines are missed. Devon wraps up this Deep Dive with a guide to creating date-based Automations, like reminders based on court appearance dates or other key points in your client’s matter.