Forgetting to follow up is an easy mistake that can lose your clients’ trust. Automate the follow up to instantly engage with every new client who reaches out to your firm. Lawmatics legal client intake software works to automatically capture a potential lead’s information and onboards them into a dynamic email workflow.

Start serving your clients from the moment they reach out to your law firm with rapid automated responses and other intuitive features. Automated appointment scheduling allows leads to book an initial consultation directly into your calendar without the tiresome process of email and phone tag.

Lawmatics pipeline management software provides a clear overview of all your deals in one place. With visibility into each client’s journey, you can effectively engage the right prospects at the appropriate time to secure their business.

Eliminate countless hours spent of administrative work with key automation features by Lawmatics. Document automation drafts routine documents for you. Custom forms let you create sophisticated estate planning questionnaires and obtain the information you need effortlessly. The e-signature tool enables clients to electronically sign documents within seconds, instead of waiting days for an email response. And automatically get the files you need to evaluate their estate plan quickly and securely.

Utilize Lawmatics marketing features like dynamic email workflows and drip marketing automation campaigns to nurture, engage and delight clients at every step of the process. Audience segmentation allows you to organize leads and clients based on specific criteria to create more personalized email messaging.

The right message at the right time can be the reason a client chooses to work with you over another law firm. Create personalized email campaigns in Lawmatics’ custom email suite tailored for each client based on their journey and unique legal needs.

Data is critical to reaching your law firm goals and objectives. Create custom law firm reports with Lawmatics’ legal reporting software to capture data that’s most relevant to your law firm’s current objectives. As your practice grows and objectives evolve, Lawmatics makes it simple to modify or create new reports so that you can continuously optimize your business development and marketing efforts.

Lawmatics visual analytics and other features offer a simple and manageable way to collect meaningful data and monitor key profitability metrics. Lawmatics goal tracking is an exclusive feature you’ll find only on our reporting software that allows you to set, track and conquer your goals for the growth of your practice.