Intake & CRM
Lawmatics
Legal CRM & Intake Automation
Monthly cost
$150–$350/mo
Automate intake follow-up, track leads through your pipeline, and send review requests — all built specifically for law firms.
Why it's worth your consideration
Why Lawmatics for DIY?
- Built for law firms — understands conflict checks, matter types, and attorney-client privilege from day one.
- Automated follow-up sequences mean no lead goes cold because a paralegal forgot to call back.
- Native review request automation triggers post-resolution without manual effort.
The honest part
The learning curve nobody mentions
Setup time
8–12 hours
Time to real proficiency
25–35 hours
What you need before you even start
- Documented intake workflow before you try to automate it
- Willingness to migrate leads out of spreadsheets or whatever system you use now
- Buy-in from intake staff — CRMs only work if everyone uses them
The reality check
Lawmatics is genuinely powerful, but CRM implementations fail 60% of the time because the firm doesn't have a documented intake process before they try to automate it. Software doesn't fix a broken workflow — it makes the broken workflow faster.
How we use it
What Lawmatics looks like in professional hands
For the clients we run growth for, here's what a typical month of Lawmatics usage looks like:
- 1Lead capture from every inbound channel (web form, call, referral) into one pipeline view
- 2Automated SMS and email follow-up sequences for leads who don't answer the first call
- 3Stage-based pipeline to track where every prospect is between inquiry and signed retainer
- 4Post-resolution review request automation connected to Google and Avvo
The bottom line
Or — just let us handle it.
A law firm with a documented intake process and Lawmatics running it will outsign a firm twice its size that's working from a spreadsheet.
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