so far, the onboarding team has been the most helpful. the last software we used I had to set everything up from scratch which was painful and limited how we used the system. I wasn't able to learn how to use the system fully becuase there was no one to talk to. with lawmatics, i regularly met with my account manager and asked any question I had. they set up our system for us to ensure it worked just as we needed it to.

I like that Lawmatics helps organize our intakes before deciding whether to make them actual clients and allows us to obtain all documentation easily. It keeps us informed about the stage a potential client is at and definitely helps with sending reminders on its own, especially if we’re waiting for signatures for a contract or just doing a follow-up email. It saves us a lot of time. The initial setup was pretty easy, and we figured out everything related to grouping intakes and their stages eventually.

I really like Lawmatics for its communication and reporting features. The reports section is so easy to use, which is super helpful. The setup was very easy, which was a big plus for us. Additionally, using Lawmatics has automated my company, which is a huge benefit.