Nicholas Moore is the supervising attorney for civil law at Free to Thrive, a firm that provides pro bono legal services for human trafficking survivors. Funded by grants and donations, Free to Thrive offers empathetic and effective services in both civil and criminal law. Oftentimes, cases entail helping clients navigate an entire legal system and not just a single matter.

With so many needs sprawling across so many areas, Nicholas needs to organize everything that’s already on his plate. Free to Thrive’s commitment to helping more survivors means he also plans to grow. Doing so requires a CRM that can scale with his firm.

Nicholas needs a helping hand in his work to aid victims of sex trafficking in their recovery and reassimilation. His firm, Free to Thrive, offers services beyond the legal realm. The firm’s case workers provide support to clients facing extra-legal challenges such as food or housing insecurity. Since Free to Thrive isn’t a generic firm, they can’t rely on generic tools. With Free to Thrive performing such a vast array of functions, Nicholas turned to Lawmatics — a system that’s as agile as he is.

Free to Thrive has created more than two dozen automated workflow pipelines for each of its unique needs. “One of the great functions of this pipeline process is it allows us to visualize those steps to get the client from authorizations to their matter being closed.

Having detailed demographic insights on his clients, Nicholas is able to present consistent, precise information about the work his staff does in order to garner funding and further the firm’s initiative. “Lawmatics put us in a position where when it comes time to apply for new grants, we’ve got the information that those grantors want to know.”

With the help of automations and workflow pipelines, the client intake process is more efficient — and off the attorneys’ plates. Client intake is now overseen by a legal assistant whose expertise and foresight creates a more consistent onboarding process. “Foresight in the onboarding process helped us achieve a level of consistency.”

Without a CRM, it was hard for Nicholas to follow a contact’s status. Lawmatics organizes client information in one place, with a clear timeline of all the actions taken for a given contact. “The goal we initially set out was organization and visualization. We wanted to have all of our case data, aside from documents, in one place.”

Nicholas struggled juggling the myriad of pathways any given matter may take. Lawmatics instantly shows him the status of each case and what tasks need action. With workflow pipelines, Nicholas can easily visualize and organize more than two dozen permutations of his intake process.

Lawmatics can track detailed client demographic data, including race, sex, and zip code. Free to Thrive is able to analyze its client base, and provide valuable insight to grantors about the nature of their work.

With custom documents in Lawmatics, Free to Thrive can build templates to use time and again. Custom fields seamlessly merge important client information to prepare documents. Clients can use e-signature on Lawmatics documents, completing paperwork without the hassle.