Lawmatics

What Lawmatics is

Lawmatics is a legal CRM and client growth platform for law firms, with tools for intake, client relationships, marketing, and payments. It automates lead follow-ups, appointment scheduling, and sending engagement agreements for electronic signature. The CRM records interactions and supports reminders, audience segmentation, and pipeline management. Marketing tools include automated email drip campaigns and ROI reporting. Listed integrations include Clio, MyCase, Filevine, Smokeball, Outlook, Gmail, Zoom, and QuickBooks.

Plans include Essential with 500 contacts and intake, lead management, calendaring, custom forms, e-signature, SMS, and task management. Premium has 10,000 contacts plus workflow and marketing automation, email marketing, reporting, analytics, dashboards, and event management. Enterprise also lists 10,000 contacts, all Premium features, custom pricing, and a dedicated account manager. Additional contacts are sold separately. Pricing is available on request; there is no free plan, and a free trial is offered.

Lawmatics provides web access and mobile apps for iOS and Android, with mobile capabilities still expanding. The company says its service is hosted on AWS and has SOC 2 Type 2 and HIPAA compliance verified by AssuranceLab. It lists encryption for stored and transmitted data and required multi-factor authentication. Payment features include a client payment portal, trust account support, ACH and card payments, legal billing integration, payment plans, and reconciliation tools.

Who it suits

Lawmatics suits solo practitioners and firms of various sizes that want intake, CRM, and marketing workflows in one platform. Its payment tools may also suit legal practices that need client payments, trust account support, or reconciliation tools.

Limits

Essential includes 500 contacts, while Premium and Enterprise include 10,000 contacts each; additional contacts are sold separately. The listed Premium plan allows 50 SMS messages per month, and Enterprise allows 100 per month.

Getting started

1. Visit the Lawmatics website.
2. Choose a plan: Essential, Premium, or Enterprise.
3. Start the free trial.
4. Use the web version or install the iOS or Android mobile app.
5. Connect listed services such as Clio, MyCase, Outlook, or QuickBooks as needed.

Verdict

Choose Lawmatics if a law firm needs intake automation, CRM, and marketing features together, with legal payment tools also available. Look elsewhere if you need a free plan or want pricing published upfront.