Lawmatics

The CRM is built specifically for the legal industry. The options to create a streamlined intake process, which allows leads to be convert to hired clients. The automation process allows for firms to save valuable time and effort for redundant tasks.

The system is robust; there is a learning curve with implementation of documents/assets/forms. The support staff is incredible, and the Lawmatics University is a great resource to learn the system, but it takes time to build out and customize the platform for individual firms.

The CRM UI is over all well thought out and clean. The Custom Forms builder is over all well designed and versatile. The activity log is easy to read and understand. The support staff are understanding and respond in a reasonable time.

The automations system in Lawmatics was one of the primary reason that our company decided to use Lawmatics. Using it has been a series of endless work arounds. While the interface is okay, achieving the desired end always requires multiple stop gap measures. What attributes of a matter can be changed by an automation are severely limited. The only way to use the automations is generally to supplement by using multiple custom forms and Zaps through Zapier to make the automation work as desired. Because of this, automations are a Gordian knot. It is easy to get to cause unforeseen errors. This is in part because there is no testing server. All changes to the system are live fire. This has caused issues on a few occasions. In addition to this, the calendar system is less than optimal. Booking internally works well most of the time, but there is no way to send a booking request that doesn't allow for potential abuse from a external user.

We have been very happy with using Lawmatics to manage all of our client contacts and has helped streamline our case management. It allows us to send clients automatic emails, which helps move them through our client pipeline and follow up with clients without having to do so manually. Lawmatics has also been great for implementing KPI tracking and allowing us to easily enter data for each client and generate spreadsheets with different clients that fall within certain parameters.

We have had some issues with matters duplicating. We also really appreciated that when we first started using lawmatics, we had someone who was incredibly knowledgeable about the software, as our only contact. He was familiar with our processes and work, so it was easy to work with him and get help. Support now feels like it has dwindled because we are not always working with the same person.

By keeping all matter information in one place and through the use of automations, Lawmatics makes it easy to stay top of mind with leads, streamlines the intake process, and saves us time in form and document creation. Now nothing falls through the cracks.

It did take time to get our forms and documents in a state where they could be easily templated and some I am still not comfortable sending through automation, but I think that is part of the process with any CRM system and the time invested has been worth it.