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.

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.

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.