Client intake is a critical but frequently mishandled aspect of law practice management. Leads may contact a firm, but nobody gets back to them because there’s no task management system in place beyond a phone log, Microsoft Office Excel spreadsheet, and some post-it notes. Our client intake feature automates the entire client intake journey by empowering firms to create their unique intake process with customized templates.

Lawmatics marketing automation software gives firms enterprise tools at a small business price. With marketing automation, you can account for every detail along a prospect’s journey from lead to paying client and provide them with the best possible experience.

A client relationship management (CRM) tool keeps communication with your clients clear and consistent. Legal CRM adoption takes the headache out of client management tasks. With Lawmatics, each client has their own contact card, complete with a timeline of activity involving their matters.

Handling bookkeeping, client relationships, and practice management is challenging for both small firms and large firms. Lawmatics’ time and billing software makes timekeeping, invoicing, and client payment seamless. Easily track every billable hour and enter data that will appear on your client’s invoices with a single click. Our legal billing software automates each step of the billing process. Hassle-free billing enables your clients to pay however they prefer and allows you to get paid faster.

Lawmatics CRM Reporting and Insights software provides the critical metrics and analytics that firms need to set goals and objectives, increase profitability and productivity, structure custom reports, and track and highlight areas of improvement. Our law firm CRM assesses the efficiency of the legal team and helps identify which types of clients are most profitable.