Get a demo
Home › Practice Types › Mid-size & Large Firms

CLIENT INTAKE AND CRM SOFTWARE FOR MID-SIZED LEGAL FIRMS

Give every client the attention they deserve with Lawmatics CRM and legal client intake software

Managing a mid-sized to large firm demands seamless coordination. Lawmatics legal CRM and intake solutions centralize your operations, preventing miscommunications and ensuring nothing falls through the cracks. Keep your team aligned and focused on delivering the results your clients expect.
client intake software; law firm crm
Legal Reporting Software

Your modern law practice deserves modern business solutions

As your legal practice grows, so does the complexity. Lawmatics automation keeps everything moving seamlessly — no more missed follow-ups or hunting for documents. With a centralized system accessible from anywhere, you gain control over your workflow, reduce chaos, and create a smoother experience for both your team and clients — leading to more referrals.
Keep the momentum going with automation features such as automated data entry, appointment reminders, and follow-ups
Minimize costly confusions and slip-ups on both ends with Lawmatics comprehensive, user-friendly interface, so easy to use that anyone in your firm can understand it
Focus on growing your firm and client base without mundane tasks cluttering your headspace
Know the locations and status of all important documents and client information at any time
Eliminate guesswork with reliable data-driven insights that help you track your firm’s progress and fine-tune your strategy
Get a demo

CLIENT INTAKE FOR LAW FIRMS

Get more hours out of your day — no matter what size your firm

If only 24 hours were enough to manage everything that comes with running a larger firm. While you can’t add extra hours to the day, Lawmatics helps you reclaim time by automating tedious data entry and other draining administrative tasks.
Deliver a consistent and efficient automated client intake process without having to step away from current clients
Reduce new client onboarding time so you can stay focused on your current clients cases
Keep everyone on track with self-scheduling software that eliminates the need for lengthy back-and-forths trying to find a time that works for everyone
Create custom intake templates with all of the information you need for client intake with a legal form builder
Keep track of important documents all in one centralized location without having to play phone tag or dig through your inbox
Get a demo
automated email workflows for law firms

Law Firm Crm

Make every client feel like your only client

Larger firms can often seem inattentive, but Lawmatics CRM helps you prioritize strong client connections. From intake to settlement, your clients will feel valued every step of the way. Automated follow-ups and self-scheduling give clients direct access without pulling you away from critical cases. Focus on growth and build your reputation with the best client relationship management platform for legal client intake.
Keep everyone on the same page with automated reminders and confirmations
Bring real value to each client’s experience with personalized messaging tailored to their unique needs and stage in their journey
Stay organized effortlessly, with all touchpoints and information organized visually according to audience segmentation
Contact clients instantly with two-way SMS messaging for law firms
Streamline invoice management for mid-sized legal firms, saving time while ensuring accuracy
Get a demo
Russ Nesevich of Nesevich Law, LLC headshot
“

“

It would be impossible to run the volume of business that we currently run in the same way that we ran the practice five years ago without Lawmatics, literally impossible.”

Russ Nesevich

Founder & Managing Partner, Nesevich Law, LLC

LAW FIRM AUTOMATION

Keep your current clients happy while you grow your firm

Ditch the one-size-fits-all marketing approach. With smart automation and data-driven insights, you can send the right message to the right person at the right time. Focus on your current clients while giving leads the targeted attention they need — all with the power of legal software.
Create personalized email drip automation marketing campaigns that keep your clients engaged
Utilize audience segmentation software to tailor your messaging and avoid generic, impersonal connections
Maintain consistent contact with your current client base while attracting new leads
Optimize your marketing efficiency while focusing resources and brain power on billable work
Get a demo
drip campaigns for law firms
goal tracking for law firms

Reporting And Insights

Use law firm data analytics to work smarter, not harder!

Lawmatics legal data analytics software empowers law firms to make data-driven, informed decisions that fuel real growth. Easily digestible visual reports make it easy to know at just a glance where you need to make changes, and where you’re succeeding, making it easier than ever to reach your firm’s long-term goals.
Track your progress of your law firm's goals with custom reports for your firm
Get the full picture of where your most profitable leads are coming from to maximize revenue and attract more clients
Have total control over your data collection and presentation so that it’s perfectly tailored to your objectives
Start from scratch with ease when you need to switch gears at a moments notice
Get a demo

Never choose between catching up with administrative tasks or serving your clients ever again

Running a law firm means juggling billable work and administrative tasks, but it shouldn’t come at the expense of your clients. While legal practice management software for mid-sized legal firms helps with operations, Lawmatics takes it further. Our platform streamlines workflows, reduces clutter, and provides the tools to grow your practice. Deliver personalized service to your clients while maximizing productivity—without ever choosing between the two.
Get a demo
Image of newton's cradle in motion

Law firms love Lawmatics

Our customers give their clients the client-focused experience they deserve. Learn how they do it all with Lawmatics.

Frequently asked questions

What is client intake and CRM software for mid-sized legal firms?

Client intake and CRM software helps mid-sized legal firms manage the entire client journey, from the initial inquiry to ongoing communication. It’s designed to streamline processes like collecting client information, automating follow-ups, and keeping contact details organized. For mid-sized firms, these tools ensure consistency, efficiency, and the ability to maintain strong relationships with both leads and existing clients.

How to choose client intake and CRM software for my law firm?

Start by identifying your firm’s specific needs — whether that’s improving lead management, increasing lead conversion, automating repetitive tasks, or enhancing client communication. Look for software that offers customizable tools, integrates seamlessly with your current systems, and scales with your firm as it grows. A user-friendly interface and strong support are also essential to ensure your team can easily adopt and maximize the software’s features.

What sets Lawmatics apart from other legal practice management software for mid-sized legal firms?

Lawmatics stands out by focusing on growth and client engagement rather than case management – which it pairs perfectly with. It’s built to help mid-sized firms streamline client intake, automate marketing efforts, and maintain strong client relationships through advanced CRM tools. With customizable workflows, easy-to-use forms, and automation capabilities, Lawmatics empowers your firm to work smarter and provide a more polished client experience.

You don’t have to do it all on your own

Let Lawmatics help you grow your law firm like a CEO.
Get a demo
Click to access the login or register cheese