--- title: Lawmatics Reviews meta_title: 'Lawmatics Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 238 reviews by the users' company size, role or industry to find out how Lawmatics works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 238 scale: '5' date_modified: '2026-07-17' parent_category: name: Legal url: https://www.g2.com/categories/legal --- # Lawmatics Reviews **Vendor:** Lawmatics **Category:** [Legal Practice Management Software](https://www.g2.com/categories/legal-practice-management) **Average Rating:** 4.6/5.0 **Total Reviews:** 238 ## About Lawmatics Lawmatics is the AI-powered legal CRM built by attorneys for law firms of all sizes, from solo practices to large multi-attorney firms, to automate client intake, respond to leads instantly, and win clients before competitors do. In legal, the first firm to respond wins. Most practices lose potential clients simply due to delayed follow-ups, unanswered inquiries, and intake processes that depend on someone remembering to act. Meanwhile, client data scattered across disconnected tools makes it nearly impossible to track where leads are falling off or why conversion rates stay frustratingly low. Lawmatics automates the entire journey from first contact to signed retainer, capturing leads, triggering instant follow-up sequences, and getting prospects onto the calendar faster than any manual process can. Once retained, client data flows directly into your case management software, with integrations across virtually every major platform, so nothing gets lost in the handoff. Lawmatics also runs targeted marketing campaigns and delivers dashboards that show which channels are driving consultations, so firms spend their budget on what works. Firms switching from Clio Grow, Law Ruler, Lead Docket, Keap, and Lawcus cite faster lead conversion, higher close rates, and marketing spend that finally produces measurable results. Rated 4.6 out of 5 stars across 228 verified G2 reviews in the Legal CRM and Legal Practice Management categories. ## Lawmatics Pros & Cons **What users like:** - Users appreciate the **automation features** of Lawmatics, enhancing efficiency and reducing lead loss through streamlined processes. (26 reviews) - Users find Lawmatics to be **intuitive and easy to navigate** , streamlining client communication and workflow customization effortlessly. (26 reviews) - Users commend the **responsive and helpful customer support** team of Lawmatics, enhancing user experience significantly. (16 reviews) - Users value the **intuitive client management system** of Lawmatics for enhancing efficiency and nurturing client relationships. (12 reviews) - Users commend the **rapid and collaborative communication** of Lawmatics, facilitating quick access to support and information. (11 reviews) - Email Integration (9 reviews) - Tracking (9 reviews) - Efficiency (8 reviews) - Organization (8 reviews) - Updates (8 reviews) **What users dislike:** - Users experience **usability issues** with Lawmatics, finding the interface clunky and navigation unintuitive, impacting their efficiency. (9 reviews) - Users express frustration over the **lack of customization** in Lawmatics, hindering efficiency and specific workflow adaptations. (6 reviews) - Users find the **learning curve steep and confusing** , making navigation and initial usage quite challenging. (6 reviews) - Users find that the **time-consuming setup and adjustments** of Lawmatics hinder efficiency in managing campaigns. (6 reviews) - Users face **messaging issues** with Lawmatics, including missing prior client messages and lack of SMS filtering options. (5 reviews) - Missing Features (5 reviews) - Users experience **navigation issues** with Lawmatics, finding the interface clunky and unintuitive for managing workflows. (5 reviews) - Users note the **complexity** of Lawmatics, requiring IT expertise and time to navigate its features and setup. (4 reviews) - Poor Reporting (4 reviews) - Users find the **billing issues** in Lawmatics frustrating, particularly with manual reporting and limitations on billable rates. (3 reviews) ## Lawmatics Reviews ### 1. The best CRM system for law firms **Rating:** 5.0/5.0 stars **Reviewed by:** Ingrid P. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 10, 2023 **What do you like best about Lawmatics?** The integrations on Lawmatics are great. It saves our firm precious time and our clients are love the consistency. **What do you dislike about Lawmatics?** I wish the onboarding was a bit faster but the system is so great that I cannot fault them for it. **What problems is Lawmatics solving and how is that benefiting you?** Automating mundane tasks, client communication, marketing, insights, CRM. ### 2. Great product, and getting better **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** May 10, 2023 **What do you like best about Lawmatics?** Seems innovative and is pushing the boundary to be a leading edge of law firm tech solutions. Support is amazing and helps out with issues quickly. Tons of potential for this to be an all in one law firm solution. **What do you dislike about Lawmatics?** There can be aspects of the system that are missing that seem simple and critical, like reports for attorney collections and billings. Invoice needs more work too. **What problems is Lawmatics solving and how is that benefiting you?** intake and client communications. It is also helping with internal workflows to track efficiencies and production. ### 3. Great solution for organizing your law firm practice **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** March 16, 2021 **What do you like best about Lawmatics?** Fully functional client relationship manager. Automate onboarding process. Integrates with other services, including income call details from third party provider. **What do you dislike about Lawmatics?** Metrics and marketing tracking features do not seem easy to follow or set-up. UTMs, tracking etc., likely an issue across the industry and might not just be a Lawmatics issue. **What problems is Lawmatics solving and how is that benefiting you?** Marketing automation and email campaigns. Follow-up with potential clients. Collection of information from clients through intake forms. Texting with clients. Collecting information and files and keeping them in one place. ### 4. Overall good - kinks to work out but would definitely recommend over the competition! **Rating:** 4.0/5.0 stars **Reviewed by:** Ron P. | CEO & Managing Attorney, Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2022 **What do you like best about Lawmatics?** It is super powerful and highly customizable at a great price. The custom form tools are great, and their automation build out and zapier integrations make it a really powerful platform. **What do you dislike about Lawmatics?** Because of its power, it's not as user friendly as I like, and the ability to add custom homepages/dashboards (especially for specific team roles) would be great. Additionally, we'd like to be able to see the actual content of emails sent through the platform. Lastly, having a lot of problems with emails going through. **Recommendations to others considering Lawmatics:** You need to be willing to spend the time training and building it out to get the most use of it. If you want a "ready out of the box" product, go with Clio Grow or something simpler. If you want a more powerful tool, this is definitely it - but be prepared to spend time! (It's worth it, IMO) **What problems is Lawmatics solving and how is that benefiting you?** Being able to track ROI with various lead sources (e.g. Google LSA, Avvo, Facebook/Google Ads, etc.) is super helpful, and the automations to do followup on various things are fantastic. ### 5. AWESOME CRM system for law firms **Rating:** 5.0/5.0 stars **Reviewed by:** Laura R. | Operations Manager for Your Caring Law Firm; Owner for Hello Marketing Dept., Small-Business (50 or fewer emp.) **Reviewed Date:** September 27, 2022 **What do you like best about Lawmatics?** I love that we have complete control over creating as many pipelines and stages as necessary. The automation construction capacity is phenomenal. They can be created with a number of different logic trees, if conditions, match on fields, as can be imagined. It's cut down on our workload significantly. Reports are similarly flexible and customizable. Lawmatics makes the system we used before seem like a playschool toy. **What do you dislike about Lawmatics?** There are some drawbacks. Where it excels as an internal pipeline to move clients, the marketing side of things is awful. I was told by the rep that it could completely replace MailChimp and it doesn't. I wish I had known how limited the functions are for creating audiences. For example, I do not want to send out communication to all 4k contacts in our system without being able to filter on their matter status or custom fields - but in the Lawmatics universe, you have to choose contacts or matters, and they cannot coexist. And if I try to build an audience from matters, which would bring in both matter and contact custom fields, it gives me great flexibility but excludes contacts that have no associated matters, and my audience is down to 800. The worst part is that if an audience is built from matters - and the contact has more than one matter in our system, let's say 8 matters - they will get 8 duplicate emails, one for each matter. There's no way to prune the audience list or make any edits to it before sending out a campaign or email. It's crazy-making. The other frustration is that whereas everything is generally very smart and customizable, the task dashboard is beyond limited. Yes, you can sort by soonest due, the assigned team member, by tags...but you can't sort alphabetically to see like tasks side by side. It would be so much better if tasks could be downloaded into a CSV where we could sort by date assigned, completed, and manipulate that data the way we need. Similarly, tasks are not a field that can be brought into Reports. Speaking of Reports, all of those customizable fields that were built as date fields will download to a CSV as general text. I built a great system for being able to track the movement of our matter and see how many days between each stage....and even though the report looks great, I can't run any meaninful date formulas on it once it's in excel. It would be nice if Custom Fields could be sorted and organized in custom folders. We literally have 19 pages of custom fields and if I want to edit one, I have to go searching through 19 pages to find it, even after I sort them by alphabetical order. If events are updated or rescheduled or cancelled, the original date and time the event was created gets overwritten with whenever it was rescheduled. We'd like the ability to sort our matters in the pipeline's stages and order them manually, where the priority is at the top, or oldest to newest based on a custom field date. However they sort to whichever one was touched last at the top. **What problems is Lawmatics solving and how is that benefiting you?** In general, we have a much better view of what is really going on for our matters and the firm as a whole. It seems that we are more efficient. ### 6. Best Intake Data System **Rating:** 5.0/5.0 stars **Reviewed by:** Almarie R. | Director of Intake, Mid-Market (51-1000 emp.) **Reviewed Date:** September 27, 2022 **What do you like best about Lawmatics?** My firm has been using Lawmatics for the past 3 years. It has been very helpful for our Intake Department. One of my favorite things is that we can customize our dashboard, pipeline, matters and so much more. I love how the clients can receive the documents via text and email in a matter of seconds and everything from the intake form is merged in. **What do you dislike about Lawmatics?** Some of the things that we have encountered some difficulty is when the system has some glitches and even though it's for a couple of minutes if at times documents aren't being sent it hurts our numbers because the clients stay waiting for the documents. **What problems is Lawmatics solving and how is that benefiting you?** They have been very good in getting back to us in a timely manner to help us with anything we need. At times we have trouble with the campaigns that we have created and they always have a solution and let us know how we can fix it. ### 7. Lawmatics, great for client intake **Rating:** 4.5/5.0 stars **Reviewed by:** Alyson H. | Lega/Marketing Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2022 **What do you like best about Lawmatics?** I find that the automations are straightforward and appreciate all the options for reaching out to our clients. Being able to send emails and sms messages directly and knowing if the client has received it and opened it has helped our firm keep in contact **What do you dislike about Lawmatics?** Some of the automation could be simpler, and it would be nice to have more customization options on booking forms. It would be nice to be able to schedule emails directly before a particular event. If we could merge Matters (because sometimes clients input their email wrong or use a different one) that would be a bonus. **Recommendations to others considering Lawmatics:** The support team is the best and they are always willing to help answer questions! If you need a "one-stop" software for scheduling and managing clients, this is probably it. **What problems is Lawmatics solving and how is that benefiting you?** Lawmatics has let us keep in better touch with clients and realize when they receive and open emails. I do find that I can be more productive with scheduling and knowing where clients are by utilizing the pipeline and being able to tag matters. Having it sync to Wealth Counsel has saved a lot of time. ### 8. Productivity and Organization Help **Rating:** 4.5/5.0 stars **Reviewed by:** Alana J. | Legal Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 11, 2023 **What do you like best about Lawmatics?** How we can customize our fields to make sure we are keeping all the information we need in one spot. **What do you dislike about Lawmatics?** Sometimes there is accessibility errors, but the help team is responsive. **What problems is Lawmatics solving and how is that benefiting you?** Client information storage and productivity tracking ### 9. User friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Jeanette S. | Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** May 10, 2023 **What do you like best about Lawmatics?** Very user friendly, it covers almost everything we need in a CRM **What do you dislike about Lawmatics?** We wish there was a billing option to have everything in one site. **What problems is Lawmatics solving and how is that benefiting you?** Automations of emails is SO HELPFUL! ### 10. Really easy to personalize for our business needs. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 17, 2023 **What do you like best about Lawmatics?** Automations are very easy and useful. Increases efficiency and productivity. **What do you dislike about Lawmatics?** It is a learning curve and getting the hang of automations and setting it up is tricky at first. It does require some effort to try to understand fully. **What problems is Lawmatics solving and how is that benefiting you?** Automations allow for communication with the client without having to draft an email everytime. The links for scheduling are great for the self scheduling . ### 11. Helped us so much! **Rating:** 4.0/5.0 stars **Reviewed by:** Geoffrey A. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 10, 2023 **What do you like best about Lawmatics?** We are able to organize all the inbound calls in a easy to read pipeline and intake can easily identify the high value PNCs and call them back **What do you dislike about Lawmatics?** It doesnt easily sync with Facebook for lead generation **What problems is Lawmatics solving and how is that benefiting you?** Before lawmatics our intake team used excel to organize all inbound leads. Now with lawmatics, we are able to have all our PNC information in one place ### 12. Intake and Automations are a breeze **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2023 **What do you like best about Lawmatics?** I love being able to set up custom automations for any and all types of cases. **What do you dislike about Lawmatics?** I wish I could cut and paste steps within an automation so I don't have to spend as much time creating them. **What problems is Lawmatics solving and how is that benefiting you?** Confirms appointments, reminds about appointments, follows up with missed appointments, sends contracts for e-signature, follows up on unsigned contracts, keeps track of leads. ### 13. Lawmatics has opened a new universe of options for our firm. **Rating:** 5.0/5.0 stars **Reviewed by:** Christopher M. | Attorney Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2023 **What do you like best about Lawmatics?** I like the ease by which automations can be created and the apparently unlimited ways they can be used. **What do you dislike about Lawmatics?** Lawmatics requires serious thought and planning by the user, but the time spent on setup is a great investment. **What problems is Lawmatics solving and how is that benefiting you?** Fast client communications; responses to repetitive inquiries; client intake; case setup. ### 14. Eager to know all the tricks. **Rating:** 3.5/5.0 stars **Reviewed by:** Angela H. | Administrative Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** September 27, 2022 **What do you like best about Lawmatics?** Pulling analytics is easily accessible and helpful to my job. Also, the tasks can be helpful in making sure everything gets completed for a matter. **What do you dislike about Lawmatics?** Not being able to change the venue of a meeting without cancelling and recreating it, resulting in unecessary emails to the client. For instance, if the client calls and wants to change their zoom consultation to an in-person, I can't just go into the event calendar and change the venue. I have to recreate the appointment. Also, random emails (i.e., cancellations or saying it's a zoom, when I selected phone for the appointment.) to clients that aren't prompted by any action on my part. **What problems is Lawmatics solving and how is that benefiting you?** Scheduling appointments. Determining a client's stage at a glance. ### 15. Excellent Automation Program for Law Firms! **Rating:** 5.0/5.0 stars **Reviewed by:** Steve O. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Lawmatics?** I like how it saves me time from mundane tasks. **What do you dislike about Lawmatics?** Setting up automations and getting them to work properly can sometimes be a struggle, but when effectively learned, it can work wonders. **What problems is Lawmatics solving and how is that benefiting you?** Managing client intake and appointment setting ### 16. Good and bad **Rating:** 4.0/5.0 stars **Reviewed by:** Cory O. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 01, 2023 **What do you like best about Lawmatics?** The automations are amazing when they work well, which is not always the case. **What do you dislike about Lawmatics?** When things don't work, it is almost impossible to figure out how, why, and where things went wrong. The system is not intuitive or user-friendly at all. **What problems is Lawmatics solving and how is that benefiting you?** Automating the initial client contact, emails during the process, and drip campaigns after the matter is closed. ### 17. Lawmatics delivers incredibly helpful automation tools for our business **Rating:** 5.0/5.0 stars **Reviewed by:** Robert B. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Lawmatics?** We enjoy the extensive array of tools that allow for a wide range of automation. The sky feels like the limit. **What do you dislike about Lawmatics?** The software can feel very esoteric at times. There is a steep learning curve. **What problems is Lawmatics solving and how is that benefiting you?** Before Lawmatics, we were not maintaining a consistent enough long-term nurturing relationship with potential clients. Thanks to Lawmatics, we've implemented procedures wherein everyone who contacts us is routinely and consistently followed up with. ### 18. No other software on the market does what Lawmatics can do **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** May 10, 2023 **What do you like best about Lawmatics?** Wonderful onboarding and support. Their support team is amazing! This is the lifeline of our intake process and we are only using a small piece right now. **What do you dislike about Lawmatics?** Limited reporting parameters, unable to bulk update easily or merge matters. Their support team listens, though. **What problems is Lawmatics solving and how is that benefiting you?** Lawmatics helped up to make sense of our intake pipeline and see at a glance where we need to improve. ### 19. Lawmatics has helped us to put action to so many ideas we had to take our firm to the next level! **Rating:** 5.0/5.0 stars **Reviewed by:** Katie V. | Client Services Director, Small-Business (50 or fewer emp.) **Reviewed Date:** October 25, 2022 **What do you like best about Lawmatics?** We have loved the ability to customize data and processes within Lawmatics to make the program specific to our firm and its needs! **What do you dislike about Lawmatics?** The onboarding process moved fast for someone who has never used a program like Lawmatics. This could have been a mistake I made while scheduling training, though. **What problems is Lawmatics solving and how is that benefiting you?** Lawmatics has streamlined our follow-up process, helped to create automations that serve our firm well and keep us organized, and it has improved our pipeline to track clients throughout the intake process. ### 20. I Can't Imagine My Practice Without It **Rating:** 5.0/5.0 stars **Reviewed by:** Taylor D. | Attorney, Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2022 **What do you like best about Lawmatics?** The flexibility and automation. It allows me to run my law practice very efficiently. It saves me so much time, it helps me keep the client front and center of my practice. **What do you dislike about Lawmatics?** It can be complex, and they don't give you workflow or email templates to begin with. I wish they did A/B testing orgainically without having to pay attention to analytics. **What problems is Lawmatics solving and how is that benefiting you?** It gives me the ability to offload follow-up tasks and signature requests. It's like having a second brain. It keeps me on track with client's and their needs. ### 21. Lawmatics makes it possible to automate scale your legal business **Rating:** 4.5/5.0 stars **Reviewed by:** Trent L. | Attorney, Small-Business (50 or fewer emp.) **Reviewed Date:** October 18, 2022 **What do you like best about Lawmatics?** The automations are easy and intuitive in a way that so many other competitors are not. The mix of powerful automation and ease of use really stand out amongst the crowd. **What do you dislike about Lawmatics?** Getting everything up and running is a little cumbersome, however, Connor from Lawmatics implementation team really went above and beyond to help make sure it was deployed for our practice in the right way. **What problems is Lawmatics solving and how is that benefiting you?** Automated client communication to help keep people moving through our sales pipeline. ### 22. Works pretty well. **Rating:** 3.5/5.0 stars **Reviewed by:** Amanda D. | Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** September 27, 2022 **What do you like best about Lawmatics?** Having all of the case information right there and being able to customize a lot of it. I like that I can easily find who I am looking for. **What do you dislike about Lawmatics?** I can't stand the way that the task list is. It's not easy to see undone tasks unless you want to see all of the tasks. The documents are also a little clunky and hard to edit. **What problems is Lawmatics solving and how is that benefiting you?** I don't know that it's solving any problems for me. I'm not super in with how Lawmatics is working. ### 23. Detailed and comprehensive software that is also user friendly. **Rating:** 5.0/5.0 stars **Reviewed by:** Natalie B. | Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** November 28, 2022 **What do you like best about Lawmatics?** The automated reports feature so I can easily share insights with my team. **What do you dislike about Lawmatics?** How certain features are not customizable, for example I don't need the value feature. **What problems is Lawmatics solving and how is that benefiting you?** It provides more detailed tracking for potential new clients, which benefits our firm in many ways. For example, knowing where most of our leads come from. ### 24. Powerhouse Legal CRM for Marketing and Matter Management **Rating:** 5.0/5.0 stars **Reviewed by:** Rebecca D. | Legal Assistant/Marketing/Administration, Small-Business (50 or fewer emp.) **Reviewed Date:** September 29, 2022 **What do you like best about Lawmatics?** Lawmatics customer service is best in class. This platform is excellent and so versatile that our firm uses it for client intake, matter workflow management, and marketing. **What do you dislike about Lawmatics?** If this can be considered a dislike - The automations are so expansive and powerful that it can be hard to learn how to use them all correctly, but customer service will help. **What problems is Lawmatics solving and how is that benefiting you?** Prospect onboarding and qualification, New matter tracking, Leads vs. Hires, Marketing, Marketing metrics/tracking, Matter management, Client service-response, task management, matter workflow management. ### 25. Onboarding with Lawmatics! **Rating:** 5.0/5.0 stars **Reviewed by:** Adriana D. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2023 **What do you like best about Lawmatics?** Organization- help us have a clear vision of our matters and new client intake. **What do you dislike about Lawmatics?** Profile picture editing, it doesn't exist. **What problems is Lawmatics solving and how is that benefiting you?** Our onboarding process. It organizes it all in one place, which we did not have before. Definitely more productive! ### 26. Automations and big picture views **Rating:** 4.0/5.0 stars **Reviewed by:** Karol B. | Managing Attorney - Immigration, Small-Business (50 or fewer emp.) **Reviewed Date:** November 04, 2021 **What do you like best about Lawmatics?** I appreciate being able to automate responses based on a variety of factors. I also like to see the whole prospect pipeline with flexible kanban views to see the whole picture **What do you dislike about Lawmatics?** Can be hard to learn though the training is truly stellar. I also just hired Legalease Marketing who put together our automations based on years of experience. **What problems is Lawmatics solving and how is that benefiting you?** Client intake process, from marketing through becoming a client. Also will be using it to test different marketing campaigns. ### 27. Time Saver! **Rating:** 5.0/5.0 stars **Reviewed by:** Charles W. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2022 **What do you like best about Lawmatics?** The automations. We are able to use the automation feature to minimize the number of times we "touch" a matter while still focusing on our client's needs. Our previous intake software required lots of manual input to move the matters through the system. **What do you dislike about Lawmatics?** Some of the syncing features with our primary practice management and drafting software. It only syncs the primary contact, not any of the related parties. It would be nice to have the related parties information transferred to our drafting and practice management software. **Recommendations to others considering Lawmatics:** Pay attention during the onboarding process and don't be afraid to contact support, they are very helpful and knowledgable. **What problems is Lawmatics solving and how is that benefiting you?** The custom forms allow us to minimize the time spent gathering information. Our clients can provide all of the detailed information prior to scheduling a meeting, which allows us to focus more on the client's needs during our consultation. ### 28. Lawmatics has been a game changer for my firm **Rating:** 5.0/5.0 stars **Reviewed by:** Scott A. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** March 23, 2021 **What do you like best about Lawmatics?** The ability to automate parts of my practice has been great. Also, the CRM, Pipeline and reports allow me to see how may firm is doing. **What do you dislike about Lawmatics?** The appointment booking needs some work. It works fine, but not as robust as I would like. **What problems is Lawmatics solving and how is that benefiting you?** I'm able to track and manage leads as well as automate portions of my practice. This has saved me time and allowed me to be more efficient. ### 29. 10 out of 10 HIGHLY RECOMMEND LAWMATICS **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2022 **What do you like best about Lawmatics?** Lawmatics has helped streamline our intake process and assist with the conversion of new clients. They have a very friendly staff and they are always quick to assist with anything needed. **What do you dislike about Lawmatics?** I don't have anything specific that I do not like, as this entire system is completely customizable. This program offers so many perks and cannot think of one negative. **What problems is Lawmatics solving and how is that benefiting you?** Lawmatics creates a consistent and constant follow-up system for intake with new potential clients. It allows our firm to take on more consults and potentially bring on new clients. ### 30. Resolved Inquiries **Rating:** 5.0/5.0 stars **Reviewed by:** Elsa G. | Legal Assistant/Case Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 18, 2022 **What do you like best about Lawmatics?** Lawmatics is extremely helpful for obtaining intake information of potential clients and reviewing timelines of events. **What do you dislike about Lawmatics?** I dislike that it's a bit confusing setting up new forms. There still seems to be an issue when running a conflict check. **What problems is Lawmatics solving and how is that benefiting you?** Lawmatics personnel have assisted/educated me with personalizing firm invoices and editing firm forms and automations. ### 31. Case Management **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** September 27, 2022 **What do you like best about Lawmatics?** Different pipelines and a variety of colors and tags. Automation **What do you dislike about Lawmatics?** • Unmanageable, unsortable task lists by alphabetical order or any other matter filters • The fact that we can’t bring tasks into our other reports or download them into a CSV without asking a support team member to do that for us • Matters in various stages can’t be sorted; the most recent one touched just lives at the top • When an event is rescheduled or canceled, it overwrites the original created at the date and time **What problems is Lawmatics solving and how is that benefiting you?** I do not know the problems Lawmatics is solving ### 32. Lawmatics offers a creative, out of the box way to conquer the daily tasks that legal work demands. **Rating:** 4.0/5.0 stars **Reviewed by:** Josh A. | Client Care Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** March 22, 2021 **What do you like best about Lawmatics?** Unique system that works well to cross-communicate with other platforms to help achieve the daily work we need to do in the legal field. Can make adjusts custom to what works well for your own practice. Automations allow for streamlined processes with less effort, allowing for an easy user experience and making sure less falls through the cracks. **What do you dislike about Lawmatics?** Automations can lead to headaches when things go wrong. Sometimes it can be difficult to track the root of a failed automation, and figuring out how to fix the trigger can challenging. **What problems is Lawmatics solving and how is that benefiting you?** Less attention can be spent on making sure simple forms are sent out, as well as automatically sending forms to clients after the first phone call. Syncing calendar events is a breeze, and Lawmatics as a whole seems like something has been easy for the team to pick up and learn. More specialization is possible as training/knowledge of the Lawmatics system is completed, and there are a lot of really in-depth possibilities! ### 33. Revolutionary **Rating:** 5.0/5.0 stars **Reviewed by:** Rachel R. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** October 25, 2022 **What do you like best about Lawmatics?** Automations and reporting, e.g. assigning an estimated case value so we can track our pipelines. **What do you dislike about Lawmatics?** We have had issues with email sync automation delays. Seems to have been resolved. **What problems is Lawmatics solving and how is that benefiting you?** Streamlining intake and managing client expectations. ### 34. This program is a lot to learn for a layperson but their onboarding process is helpful. **Rating:** 5.0/5.0 stars **Reviewed by:** Hilliary K. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 26, 2022 **What do you like best about Lawmatics?** The automation processes and email templates. **What do you dislike about Lawmatics?** The integration with Smokeball is still very premature, but I'm sure that it will improve. **What problems is Lawmatics solving and how is that benefiting you?** It is cutting out the intake and scheduling process for potential new clients. ### 35. Easy to use and great customer support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2022 **What do you like best about Lawmatics?** Lawmatics really helped us with establishing automation for our firm. We didn't have any good automation processes before the implementation of this software. We have had clients tell us that although they recognized that the communications they're receiving are part of automation, they still liked how seamless it was. The customer support we've received throughout the onboarding process has been professional and top notch as well. **What do you dislike about Lawmatics?** While we like the data reporting functionality that's built in to the software, the custom reports can only be built based on "fields", so if there is no custom field created for a particular datapoint you want to track, there is no way to track it. **Recommendations to others considering Lawmatics:** This is a great starting point for smaller law firms who don't have any current CRM software. **What problems is Lawmatics solving and how is that benefiting you?** We have significantly reduced our admin time when it comes to client intake. The automation has allowed us to reallocate the time to other things in our firm and we have become more productive as a result. ### 36. Lawmatics has greatly improve our intake process. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2022 **What do you like best about Lawmatics?** The automations are the best feature. Being able to follow up and move the matters through the pipeline automatically without having to manually do anything is a huge timesaver. The forms are also extremely helpful. All potential clients are able to go through the same steps and have a consistent experience each time. The fact that Lawmatics integrates with Clio and we no longer manually set up Clio files has been awesome! **What do you dislike about Lawmatics?** I believe the built-in document builder could improve. The formatting is difficult and not user-friendly. However, it is not a huge deal because we are able to use DocX files instead. **Recommendations to others considering Lawmatics:** If you are looking for a way to streamline your intake process, at least take advantage of the demo. **What problems is Lawmatics solving and how is that benefiting you?** The biggest problem we had with our intake process was obtaining all of the information we needed and having a place to store that information. Utilizing an internal form to be able to ensure we are collecting the needed information and knowing once that form is completed the information is readily available to us within the software is a great deal of help. The greatest benefit that Lawmatics has introduced is being able to create and use different forms for different practice areas. Anyone in the firm is able to jump into Lawmatics and create a seamless process for our potential clients. ### 37. Good CRM, decent marketing features, would be top tier with a few improvements **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2022 **What do you like best about Lawmatics?** Lawmatics runs much smoother than other legal CRMs I've encountered. The automation, emails, and client profiles all working together is great for running marketing projects. The ability to connect to zapier is helpful as well. **What do you dislike about Lawmatics?** Automation options could be improved. Would love the ability to trigger based on if someone did NOT open an email. The email system could be improved greatly as well. The organization of emails is really hard if you send a decent amount of emails. The builder could be a little more user-friendly as well. It would be great if we got a few more stats for emails as well as being able to schedule emails to audiences. Would love if we could send an email from the firm name instead of having to pick a user as well. **What problems is Lawmatics solving and how is that benefiting you?** We are able to organize interactions with clients, as well as send automated emails and texts to streamline communication. ### 38. Taking us to the next level **Rating:** 5.0/5.0 stars **Reviewed by:** Moki B. | RYT 200 Yoga Instructor, Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2022 **What do you like best about Lawmatics?** It's hard to pick one thing to like best-I manage the client experience and love how Lawmatics is allowing us to streamline, consolidate, and communicate with our clients in a way that is best received by them. Text, email, forms, etc. We can test the success rates of each form and personalize it to our clients. **What do you dislike about Lawmatics?** I would really like to be able to change the colors-I have dyslexia and dyscalculia and certain colors are much easier on my brain. **What problems is Lawmatics solving and how is that benefiting you?** Automation was our major challenge-I wanted to be able to be in contact with clients without having to touch so many buttons or interfaces-Lawmatics fixed this. ### 39. Lawmatics is a highly customizable platform. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** October 24, 2022 **What do you like best about Lawmatics?** There is a very clear layout, and keeps information accessible and easy to use. **What do you dislike about Lawmatics?** The high level of customization also means that setup can be a lot of trial and error. **What problems is Lawmatics solving and how is that benefiting you?** We have been having issues with updating documents, and learning how to diagnose and fix problems ourselves. Callie and the Lawmatics team have been beyond excellent when it comes to teaching and troubleshooting. ### 40. Love it so far! **Rating:** 4.0/5.0 stars **Reviewed by:** Carina R. | Owner/Attorney, Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2022 **What do you like best about Lawmatics?** Lawmatics is a well-organized platform that is attractive and easy to use. Excellent support staff who provide Zoom meetings to help you build out a custom system and video tutorials to answer your questions. Our feedback is actually used to help improve the platform. **What do you dislike about Lawmatics?** Lawmatics is still under development. It can run slowly and is a little buggy. Some features that are ideal and available on other platforms aren't (yet) available with Lawmatics. **What problems is Lawmatics solving and how is that benefiting you?** Scheduling meetings is easy for me and my clients. Custom forms are great. It's easy to build attractive emails. As a true solo, automations help me avoid admin work. ### 41. Great legal intake software for growing firms. **Rating:** 4.0/5.0 stars **Reviewed by:** Dakota H. | Operations Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** September 29, 2022 **What do you like best about Lawmatics?** Great automations and communication to keep in touch with potential clients. **What do you dislike about Lawmatics?** I wish I could create better reports / dashboards within Lawmatics. **What problems is Lawmatics solving and how is that benefiting you?** Loosing potential clients due to lack of communication with them. ### 42. Great Automations! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 27, 2022 **What do you like best about Lawmatics?** Great automated workflows of texts, emails and document preparation for new clients. The custom fields are great! **What do you dislike about Lawmatics?** Customer service is delayed, but there. I have to email and they respond later. The layout is busy. Not everyone on our Team needs have full functionality. **What problems is Lawmatics solving and how is that benefiting you?** Helps communicate with new clients and provides information they need. ### 43. It has a steep learning curve. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** October 18, 2022 **What do you like best about Lawmatics?** The tracking of leads and the ability to send emails with analytics from sending them. **What do you dislike about Lawmatics?** The steep learning curve and the need to redo the firm's intake processes. **What problems is Lawmatics solving and how is that benefiting you?** The lead tracking - we don't have to put any effort into that. ### 44. Lawmatics is very versatile **Rating:** 5.0/5.0 stars **Reviewed by:** Karla O. | Director of Training and Culture, Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2022 **What do you like best about Lawmatics?** LM is very user-friendly. It provides everything you need in one platform to perform effectively. **What do you dislike about Lawmatics?** Not sure if I dislike anything at this point. There may be more features that I may have to explore, but so far, very happy with it. **What problems is Lawmatics solving and how is that benefiting you?** The follow-up procedure in our business has improved with Lawmatics. We have set a great campaign to follow up that allows our team to focus on other things. ### 45. Client Retainer Master **Rating:** 5.0/5.0 stars **Reviewed by:** Geurin M. | Legal Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2022 **What do you like best about Lawmatics?** The most helpful part of Lawmatics is housing PNC information without cluttering our calendar and case management system. **What do you dislike about Lawmatics?** I would like to see Lawmatics continue to build out the client portal and allow for more payment plan options. **Recommendations to others considering Lawmatics:** Speak with someone who has expertise before setting up your system. **What problems is Lawmatics solving and how is that benefiting you?** Lawmatics helps us narrow our marketing strategy, saving money and time. ### 46. Lawmatics is awesome! **Rating:** 4.5/5.0 stars **Reviewed by:** Bill F. | CEO/President, Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2022 **What do you like best about Lawmatics?** Lawmatics is a robust CRM that makes collecting leads, managing them, using drip campaigns, and other marketing activities easy and effective. **What do you dislike about Lawmatics?** I wish we didn't have to manually restart an automation when you want to use it more than once. **Recommendations to others considering Lawmatics:** It's a great CRM tool. Robust automations and great overall for lead management. **What problems is Lawmatics solving and how is that benefiting you?** We're using lawmatics for CRM and for newsletter blasts. ### 47. It has changed the way we do intake drastically. **Rating:** 4.5/5.0 stars **Reviewed by:** AJ S. | Attorney At Law, Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2022 **What do you like best about Lawmatics?** Waking up in the morning to screened app To screen appointments on our calendar.I like the pipeline for seeing bottle necks in the process. I love the automated document assembly **What do you dislike about Lawmatics?** I wish they were more formatting options for the forms like there is in Jott forms. The merge code language for document assembly. Oils be more robust with of them else options. **Recommendations to others considering Lawmatics:** Don't do Call of your set up sessions before you play around and familiarize yourself with the software **What problems is Lawmatics solving and how is that benefiting you?** Intake screening issues. Automating client instructions. Allowing clients to send documents securely through the client portal and keeping track of case progress ### 48. User friendly and great lead-tracking **Rating:** 4.5/5.0 stars **Reviewed by:** Ariana S. | Client Concierge, Small-Business (50 or fewer emp.) **Reviewed Date:** May 17, 2022 **What do you like best about Lawmatics?** I really like how easy it is to generate reports for exporting data and lead tracking **What do you dislike about Lawmatics?** I don't so much love the user interface or the way it looks, but it gets the job done! **What problems is Lawmatics solving and how is that benefiting you?** Better lead tracking - has helped us realize where our money is best spent marketing and where we can save a little on ad spend ### 49. Lawmatics has been key to automating my law practice **Rating:** 4.5/5.0 stars **Reviewed by:** Jeremy C. | Managing Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** February 21, 2022 **What do you like best about Lawmatics?** I have not found a better CRM that automates emails, text reminders than Lawmatics. They also have a new client portal that I have been using and my clients have been giving good feedback on. **What do you dislike about Lawmatics?** Lawmatics does take a significant amount of time to set up properly. Make sure you have the manpower to do that on your own (or consider hiring someone who can help build your automations). Once it's all designed and up and running it will greatly improve your firm. **What problems is Lawmatics solving and how is that benefiting you?** I am using Lawmatics to handle of my client onboard and scheduling of consultations. Once the client books an appointment then I have automations that send confirmation emails, as well as email and text reminders. I also use lawmatics for client intake forms, electronic engagement agreements, as well as client portal to send clients documents. ### 50. Excellent Automation **Rating:** 4.5/5.0 stars **Reviewed by:** Josh R. | Lawyer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2022 **What do you like best about Lawmatics?** The automation is excels. Lots of conditional logic. Streamlined my client intake process. **What do you dislike about Lawmatics?** No mobile app. No desktop app. Does not natively sync to onedrive **What problems is Lawmatics solving and how is that benefiting you?** I have automated my client intake and document collection. This has saved me time on each file and replaced the job of an intake clerk ## Lawmatics Discussions - [Cosmolex](https://www.g2.com/discussions/cosmolex) - 1 comment, 1 upvote - [What does Smokeball cost?](https://www.g2.com/discussions/lawmatics-what-does-smokeball-cost) - 1 comment - [Is Smokeball cloud-based?](https://www.g2.com/discussions/is-smokeball-cloud-based) - 1 comment - [What does Lawmatics do?](https://www.g2.com/discussions/what-does-lawmatics-do) - 1 comment - [View Lawmatics pricing details and edition comparison](https://www.g2.com/products/lawmatics/reviews?page=4§ion=pricing&secure%5Bexpires_at%5D=2026-07-19+11%3A52%3A14+-0500&secure%5Bsession_id%5D=c56ccc15-88d0-4300-baa2-f18fda0d0aa3&secure%5Btoken%5D=20c9b10820d39190556b05606ac6ed931a1188abc9a6bb66c6aac10c8810b18a&format=llm_user) ## Lawmatics Integrations - [8am LawPay](https://www.g2.com/products/8am-lawpay/reviews) - [8am MyCase](https://www.g2.com/products/8am-mycase/reviews) - [Answering Legal, Inc.](https://www.g2.com/products/answering-legal-inc/reviews) - [Back Office Betties](https://www.g2.com/products/back-office-betties/reviews) - [Blazeo](https://www.g2.com/products/blazeo-blazeo/reviews) - [CallRail](https://www.g2.com/products/callrail/reviews) - [CARET Legal](https://www.g2.com/products/caret-legal/reviews) - [Client Chat Live](https://www.g2.com/products/client-chat-live/reviews) - [Clio Manage](https://www.g2.com/products/clio-clio-manage/reviews) - [Confido](https://www.g2.com/products/confido/reviews) - [DecisionVault](https://www.g2.com/products/decisionvault/reviews) - [Egnyte](https://www.g2.com/products/egnyte/reviews) - [Google Ads](https://www.g2.com/products/google-ads/reviews) - [Google Drive & Docs for Confluence](https://www.g2.com/products/google-drive-docs-for-confluence/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Hona](https://www.g2.com/products/hona/reviews) - [iCal](https://www.g2.com/products/ical/reviews) - [Intaker](https://www.g2.com/products/intaker/reviews) - [Kenect](https://www.g2.com/products/kenect/reviews) - [Lawbrokr Storefront](https://www.g2.com/products/lawbrokr-storefront/reviews) - [LEAP](https://www.g2.com/products/leap/reviews) - [LEX Reception](https://www.g2.com/products/lex-reception/reviews) - [LiveAdmins](https://www.g2.com/products/liveadmins/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Ngage](https://www.g2.com/products/ngage/reviews) - [PracticePanther](https://www.g2.com/products/paradigm-practicepanther/reviews) - [Rocket Matter](https://www.g2.com/products/rocket-matter/reviews) - [Shared Contacts for Gmail](https://www.g2.com/products/shared-contacts-for-gmail/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Smith.ai AI Receptionist](https://www.g2.com/products/smith-ai-ai-receptionist/reviews) - [Smokeball](https://www.g2.com/products/smokeball/reviews) - [VXT](https://www.g2.com/products/vxt/reviews) - [Wealth Docx®](https://www.g2.com/products/wealth-docx/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - [Zoom Events and Webinars](https://www.g2.com/products/zoom-events-and-webinars/reviews) ## Lawmatics Features **Platform Basics** - Reporting - Dashboard - Cloud - Mobility - Contact Management **Sales Force Automation - Legal CRM** - Task Management - Contract Management - Quote and Order Management **Content Management** - Document Management - Calendar Integration - Workflow **Platform Additional Functionality - Legal CRM** - Automation - Messaging - Dashboard - Cloud **Time & Billing** - Time Tracking - Payments - Billing **Marketing Automation - Legal CRM** - Lead Management - Marketing Analytics **Customer Support - Legal CRM** - Support Analytics - Customer Portal - Case Management **Agentic AI - Legal Practice Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Platform Reporting and Analytics - Legal CRM** - Reporting **Agentic AI - Legal CRM** - Cross-system Integration - Natural Language Interaction ## Top Lawmatics Alternatives - [Clio Manage](https://www.g2.com/products/clio-clio-manage/reviews) - 4.6/5.0 (991 reviews) - [8am MyCase](https://www.g2.com/products/8am-mycase/reviews) - 4.4/5.0 (383 reviews) - [Smokeball](https://www.g2.com/products/smokeball/reviews) - 4.7/5.0 (380 reviews)