Lawmatics: Complete Review, Features, Pricing

lawmatics-reviewIntroduction to Legal CRM Software

Legal client relationship management (CRM) software is a platform that manages all aspects of your firm’s client intake, retention, and marketing efforts. The scope and features of CRMs vary greatly.

Though generally speaking, CRMs perform the following functions: 

  • Contact Management
  • Lead Management
  • Marketing Automation
  • Reports & Dashboards

Book a free demo to see how Lawmatics can help your firm win more business, impress clients, and be more efficient.

Introduction to Lawmatics


Lawmatics is a cloud-based, legal client relationship management platform (CRM). Lawmatics gives law firms an end-to-end CRM solution to automate the client intake, retention, and marketing processes at the firm.

With Lawmatics, firms can streamline their operations by automating tedious administrative tasks — from client intake to marketing and beyond — bringing in more business and impressing clients along the way.

A Good Fit for Firms That

Lawmatics is a good fit for any firm that needs to organize the client intake and retention processes and/or effectively market their services to bring in more business. I.e. Any consumer-facing law firm, whether small, medium, or large, can benefit from the engaging and time-saving automation features of Lawmatics.

Further, Lawmatics is practice agnostic and highly customizable. The platform can be tailored to firms of all types and sizes. Any practice area, whether litigation-focused or transactional, can benefit from Lawmatics’ innovative platform.

Importantly, Lawmatics is the best fit for firms that are tired of the myriad apps and platforms they seemingly need to run their firm. From client engagement to scheduling to information gathering to document assembly to e-signature (and more), Lawmatics gives firms the ability to consolidate the mosaic of expensive tools and streamline their overhead into one comprehensive legal CRM solution.

The Company

Lawmatics was founded in San Diego, California in 2017 and serves thousands of law firms in the US and Canada.

See Lawmatics in Use

Core to the Lawmatics experience is ease of use. Designed by lawyers, Lawmatics’ modern user interface is visual and easy to navigate. No code necessary – effortlessly build out streamlined automations to tackle the most tedious tasks at your law firm so you can get back to practicing law.

1. Dashboard


2. Pipeline


3. Automation Engine 

Lawmatics Automation Engine

4. Intake Forms

Lawmatics Intake Forms

Lawmatics Stand-Out Features

Intake Automation

Easily set up automated workflows to guide your potential clients from first touch through signing an engagement agreement and beyond. Eliminate bottlenecks in your processes and save time spent on tedious administrative tasks all while improving the client experience.

Custom Form Builder

Gather information from your clients effortlessly with custom intake forms designed in Lawmatics’ easy-to-use drag and drop form builder.


Lawmatics has a scheduling tool built-in. Sync your Google or Outlook calendar and let prospective clients book times directly on your calendar without the hassle of email/phone tag. Include your calendar on your firm’s website to allow clients to book consultations directly. Spend more time with your clients and less time playing phone tag to find a time that works for both sides.

File Requests

Get the documents you need from your clients without the hassle of back and forth emails and lost attachments. Include file requests in your intake forms or via email. All files are stored within Lawmatics so you have access to them whenever and wherever you need them.

Document Assembly

Take your boilerplate documents and let Lawmatics automatically populate them to save time and reduce errors. Eliminate the repetitive copy and paste associated with drafting routine documents manually.


Get your documents signed with Lawmatics’ sophisticated e-signature tool. Keep track of all pending signature requests and send timely reminders to get your agreements signed promptly.

SMS Communication

Communicate with your clients via text for better response rates. Send automated reminders and chat in real-time via text to be more responsive to your clients. And track all communications via text so you have a record of all conversations with your potential and current clients.

Email marketing

Draft sophisticated marketing content using our drag and drop HTML email design tool. Segment your contacts into relevant audience lists. And stay top of mind with your past book of business effortlessly with automated email marketing.

Custom Reporting

Leverage your law firm data by building custom reports to monitor the metrics that are important to your practice. Lawmatics then automatically updates your reports in real time, so you get the insights you need when you need them.

Complete Feature List

  • Client Relationship Management
  • Intake Automations
  • Custom Forms
  • Matter Management
  • Calendering
  • Task Management
  • eSignatures
  • Document Assembly/Automation
  • File requests
  • Document Storage
  • 2-way SMS / Text Messaging
  • Open API
  • Payments via LawPay
  • Marketing Automation
  • Email Builder
  • Email Marketing Campaigns
  • Audience Segmentation
  • Custom Email Domain
  • Analytics Dashboard
  • Custom Reporting
  • Source Reporting
  • Marketing ROI Analysis
  • Site Tracking
  • Time & Expense Tracking – NO
  • Mobile App – NO

User Feedback

We’ve aggregated and curated feedback from Lawmatics users. This feedback is made up of feedback from Lawmatics clients, legal technology consultants, and online user feedback.

“Robust and Powerful Lead Tracking and Conversion Platform”

Stephen S.

I most like the simplicity of function and elegance of design of Lawmatics. It’s easy to use after receiving a little help getting started from the on-boarding crew. It tracks leads at every stage of the sales pipeline and allows for almost limitless options with what you can do with a lead either manually or automatically at each stage. In short, it makes the lead generation and cultivation process very simple.

“Great tool for organizing law matters”

Mylene V.

Automations have saved us half of the time we should be working on something else with just a click of a button. It is very user-friendly and easy to navigate even for a new user.

“Invaluable part of my practice!”

Tim P.

Automated appointment reminders, meeting preparation, and summary emails. It takes so much of the manual aspects of the client experience and makes them easy.

Before I used Lawmatics, TextExpander reports said it was saving me 4-5 hours a month. I bet with Lawmatics now, it has got to be over 10 hours a month in just delivering information and reminding clients of important things.

It also helps me not have to remember to do things, and streamlines the effort to do them, which is priceless. For example, after a consult is over, I automatically get sent a form that prompts me to enter notes about the meeting, and jumps right to their matter.

A Lawmatics Client Story

Lawmatics is used by law firms across North America. As part of our review of Lawmatics, we share the story of how one law firm, Conti Moore Law, PLLC, used Lawmatics to streamline and grow her law practice.

Conti Moore Law, PLLC Case Study

Lawmatics Software Pricing

  • Lite: $199 / 3 Users / Month
  • Pro: $249 / 3 Users / Month
  • Enterprise: 10+ users / Call for pricing