Lawmatics Platform
Lawmatics is a comprehensive legal client relationship management (CRM) and marketing automation platform designed specifically for law firms. It integrates client intake, CRM, marketing automation, scheduling, document management, billing, and payments into a unified system. This integration streamlines workflows, enhances client engagement, and improves overall firm efficiency.
Features
- Client intake with customizable forms and automated follow-ups
- Lead management and pipeline tracking
- Calendaring and appointment scheduling
- Custom forms and e-signature capabilities
- SMS and MMS communication
- Task management and reminders
- Workflow and marketing automation
- Email marketing campaigns
- Advanced conflict checking
- Custom reporting and analytics
- Event management
- Time tracking and billing
- Payment processing with ACH and card payments
- Trust account management
- Client portal access
- Integrations with Clio, MyCase, Filevine, Smokeball, QuickBooks Online, Gmail, Microsoft Outlook, iCal, and Zoom
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