Lawmatics Pros and Cons

The clear and easy follow pipeline of clients, automations, and the overall marketing tools. It allows the firm to utulize technology and online marketing Review collected by and hosted on G2.com.

The set up takes time, however, you will be assigned with an onboarding team to assist you. There are many tools to discover with the software and we are still figuring out how to fully utilize it Review collected by and hosted on G2.com.

Lawmatics has been great for our small law firm's intake process. Although the process has been consuming and tedious to setup, it is definitely worth it in the end. The level of support provided by the onboarding team has been extensive and very much appreciated. Our firm has worked with Kennedy, who has been so amazing through the whole process. She will get into our account and set up forms for us on her own and she is always friendly when I feel like she has already answered questions or addressed areas of difficulty for our team of users. They also offer so many resources and host weekly webinar sessions that are extremely useful. Review collected by and hosted on G2.com.

The only downside is the level of complexity built into the system, but, in the end, this is also a huge upside because of how much can be done to benefit our firm's marketing and sales processes. Review collected by and hosted on G2.com.

The interface is extremely intuitive, which makes training easy. The implementation process was a breeze, tanks to our account manager, Admir Karamovic. He was very responsive when we had questions and patient when we were weighing implementation options. We are at the beginning of the process and as we gain knowledge about the features, we are looking forward to implementing even more automations and reporting tools. Review collected by and hosted on G2.com.

This isn't really a downside, but it takes some adjustment in thinking when implementing the conditional logic. Again, not a Lawmatics issue, just a human issue, and the support is super helpful in figuring out any hiccups. Review collected by and hosted on G2.com.

Ability to automate just about everything you can imagine. I also love that Support can usually get back to me within a couple of hours and can usually solve my problem. And new features come out ALL OF THE TIME. Review collected by and hosted on G2.com.

It can get really complicated and it does take a lot of time to program. There are also bugs that pop up a little more than I'd expect, and it's still lacking a little polish. But it's also still pretty great. Review collected by and hosted on G2.com.

I love that its array of automations is full and efficient. It works so well that you can implement a system easily. Plus, it is intuitive, user-friendly, and allows you to enhance productivity a lot.

In addition, Paul was a very supportive Customer Success implementation manager who helped me get everything squared out.

I use it frequently, as does the lead intake team. I could easily integrate it with PracticePanther as well.

Thanks, Lawmatics! Review collected by and hosted on G2.com.

There is a level of complexity involved, so I fully recommend implementing it with IT adept folks. Review collected by and hosted on G2.com.

Lawmatics has been such a useful tool especially when it comes to automating tasks. It allows us to visualize our pipeline and ensures nothing falls within the cracks. Everything is much more streamlined and organized. The transition from our old software(s) was so easy going into Lawmatics. Connor, Julia, and Ryan have been such a big help and always responsive and committed to making sure our issues are addressed and resolved. Review collected by and hosted on G2.com.

There are a lot of formatting issues when it comes to auto-generated emails, forms, etc. It would be great to have more flexibility when editing. There's also a huge issue with the embedded code for the forms that seem like sloppy code since it doesn't allow two forms to exist in one page (WordPress). Review collected by and hosted on G2.com.

Lawmatics has truly revolutionized my practice with its user-friendly interface and powerful features. What sets it apart, however, is the exceptional customer support - responsive, knowledgeable, and always willing to go the extra mile. Their commitment to client satisfaction is undoubtedly Lawmatics' greatest asset, making the platform not just a tool but a reliable partner to our communications team, who are not legal experts. Review collected by and hosted on G2.com.

While Lawmatics has proven to be a valuable resource for my communications work supporting our Legal Clinic, I find the pathways for creating email lists and drafting emails to be somewhat clunky. A more streamlined approach in managing communication efforts, especially for non-sensitive information, would enhance the user experience and efficiency, making the platform even more user-friendly and effective. Review collected by and hosted on G2.com.

Automations and customer service. I am able to create task and workflow to a high level of details - including communications, and follows up with clients and internally for processing a case. Review collected by and hosted on G2.com.

That is difficult to say, but if I had to say what could be better is a "timing" feature on automation and workflow based on dates. If there is a due date or event date, I cannot create an automation that occurs specifically x amount of days before it. Review collected by and hosted on G2.com.

Lawmatics is as good a CRM as many on the market that aren't specific to law, plus has features that make things easier for law firms. In my experience, most legal tech is outdated and cumbersome—so Lawmatics really stands out.

Simple features like being able to automate messages that send to both a client and their spouse, or children, and CC the team are missing from generic CRMs.

It's also surprisingly customizable, allowing you to add hundreds of custom fields with different types including a user lookup field (for employees) or a contact lookup field to relate contacts together.

Their automation builder is colorful and simple to use, and it allows you to automate almost anything you'd need to do by hand in the tool. It has some nice built-in features like a "delivery window" where you can choose to do actions only during business hours. This type of functionality is either missing from other CRMs or would be a separate step like a "wait until".

The open API is pretty comprehensive and allows you to automate even more complex workflows if needed.

As a technologist that helps companies set up and use tools like this, I'm very impressed and hope Lawmatics will branch out to other industries in the future! Review collected by and hosted on G2.com.

There are a few bugs and underdeveloped features that are a little irksome, but the support team is really good at helping you find workarounds.

A non-comprehensive list:

- No native way to trigger an automation when a call is cancelled (I built a workaround with the API)

- Having multiple call booking forms in one form seemed to cause issues, so we had to keep them separate.

- Other than form automations, automations can only run once per contact or matter. There are many instances where you'd like an automation to be able to run multiple times if they meet the criteria multiple times.

- Can't pre-fill their form fields with query parameters in a link, and UTM tracking doesn't work unless you embed one of their forms on a site vs. linking directly to it.

- Renaming a custom field may break references to it in emails because it changes the merge tag too

Most of these are things they say they're working on, but we'll see how that goes. Thankfully, the platform is powerful enough that you can circumvent most limitations you run into with the API or creative thinking. Review collected by and hosted on G2.com.

We use Lawmatics to collect client information and push the data directly to our drafting platform (WealthCounsel). We also use it to solicit Google reviews, track case progression, schedule appointments, and send various automated emails. Review collected by and hosted on G2.com.

Interface sending emails can be too clunky. Review collected by and hosted on G2.com.