Legal CRM - Client Relationship Manager for Law Firms (2024)

Demo Lawmatics. Get $50.

See Lawmatics for yourself and we’ll send you a $50 Amazon gift card just for your time.

Get started

Lawmatics is theattorney-client relationship management platform for law firms

Our legal CRM helps law firms drive efficiency, attract more prospects, increase client engagement, and accelerate the growth of your firm. Steady revenue growth starts here.

Legal CRM - Client Relationship Manager for Law Firms (2)

I highly recommend and endorse Lawmatics. If you are looking for a software to manage the entire client journey step by step, it is the best one I’ve seen on the market. Their customer service and support are excellent. Take the time to learn the system and set it up because it’s well worth the effort.“

— Bill Miller, Esq. Miller Estate and Elder Law

Legal Contact Management

A complete legal CRM system in a single, organized place

Give everyone in your firm a unified view of the information they need with Lawmatics unparalleled CRM, built for law firms.

Track, create audience segmentation, and engage potential clients

Manage client activity and communications

Keep your client data records organized and up to date

Sort your contacts with criteria tailored to your law firm

Spend more time on billable work, and let us do the rest. Your clients will thank you.

Learn more

Pipeline Management Tools

Focus on the right prospective clients at the right time with a legal pipeline management system

We know your time is valuable. That’s why we give you the tools to see where all of your deals stand at a glance. Our legal CRM solutiontells you the next steps to grow your practice with minimal effort on your part.

Eliminate inefficiencies in the follow-up process

See your firm performance at a glance

Track leads through every phase of the client journey in a centralized space

Organize contacts with customizable tags

Learn more

Automated Client Engagement

A law office CRM to elevate the client experience

Our law firm CRMhelps you onboard new clients into engaging relationships from day one. That means never dropping the ball on lead follow-up and consistently delivering polished client experiences that impress.

Set up dynamic email workflows

Customize digital intake forms

Use document request templates

E-Signature software for law firms

Learn more

Legal CRM - Client Relationship Manager for Law Firms (3)

Advanced Custom Fields

Advanced custom fields to capture the data you need, when you need it

Collect valuable client data and merge it into your Lawmatics CRM, incorporating workflow automations for law firms for timely follow up and thrilled clients. There’s no better way to build a solid reputation for your firm than making it easy for leads and clients to get you the information you need.

Learn more

Legal Software Integrations

Stop running your firm from your inbox

Easily connect your Gmail or Outlook inbox to your legal CRM. Our tools automatically update your Lawmatics client record with every sent or received email, file, and text to keep you up-to-date no matter where you are.

Learn more

Frequently asked questions

What is a CRM system?

A legal CRM is for client relationship management. Its purpose is to help law firms manage and engage clients by keeping track of critical information about them; from who they are to how they found about their law firm, to whether they’ve been followed up with since they initially made contact. A legal CRM serves as the “brain” of a legal practice, tracking each potential new client through their journey.

Its ultimate purpose is to manage the client intake process for attorneys by attracting, delighting and retaining clients while lawyers focus on practicing law. The end result is more repeat business and increased client referrals, boosting a law firm’s revenue.

What does a CRM tool do?

A legal CRM software automates and streamlines tasks that would otherwise require tedious manual processes and time lost. Regardless of their practice area, almost every lawyer spends a large portion of their workweek on menial administrative tasks which are an inevitable part of running a practice.

A CRM for law firms handles these tasks so that lawyers can focus their attention towards their paying clients instead of tasks like data entry. The best legal CRM software on the market is Lawmatics which automates client follow ups, email workflows, appointment scheduling, legal documents, extracting information from client intake forms, and more.

What do I need to start using a legal CRM?

Regardless of whether you’re a small firm or a mid to large size law firm, a lot goes into keeping a practice running. From answering lead inquiries to following up with emails to marketing your law firm to attract new clients, it’s easy to lose a considerable amount of your work day on administrative work instead of practicing clients.

With so much to keep track of, at some point many attorneys are forced to make the impossible choice between keeping up with everything it takes to keep their firm running to paying attention to their clients. The end result is low client satisfaction, poor reviews, disappointing conversion rates, a chaotic practice and lost revenue.

Legal CRM adoption takes the headache out of client management tasks like follow up, entering clients data, generating complex legal documents, lengthy back and forths for appointment scheduling, and marketing your firm. Lawmatics legal CRM does all of the menial work for you so that you can focus your energy where it matters most—your clients. It’s as simple as signing up for a free demo and seeing how Lawmatics can help you take your law firm to the next level.

What does CRM stand for?

CRM is an abbreviation for customer or client relationship management tool. It is used in a wide variety of industries looking to maintain a centralized database of leads and clients, however in the legal field it is referred to as a legal CRM.

Law firms loveLawmatics

Our customers give their clients the client-focused experience they deserve. Learn how they do it all with Lawmatics.

Legal CRM - Client Relationship Manager for Law Firms (5)

Case Study

How Lawmatics helped Conti Moore Law, PLLC save time and cut costs while driving 2x growth

Conti's law firm has doubled the amount of business it is handling in the last year. With Lawmatics, they are well equipped to efficiently manage the increase in work.

See case study

Legal CRM - Client Relationship Manager for Law Firms (6)

Case Study

Lawmatics powers rapid growth of Arizona criminal defense firm

Unified by their commitment to outstanding legal representation, Ryan McPhie and David Lish leveraged Lawmatics to grow their practice from a small operation to three locations with over 20 staff members.

See case study

Legal CRM - Client Relationship Manager for Law Firms (7)

Case Study

Accelerated intake increases profit for family law firm

Matthew Sullivan of Sullivan Law & Associates is able to process a higher volume of leads and convert more prospects into clients by accelerating intake with the help of automation tools offered by Lawmatics.

See case study

Legal CRM - Client Relationship Manager for Law Firms (8)

Keep your data organized and your team
on track to close more business

Sign up for a product demo today.

Get a demo

Contact us if you have any questions
(800) 883-1105
mail@lawmatics.com

Legal CRM - Client Relationship Manager for Law Firms (2024)
Top Articles
Latest Posts
Article information

Author: Sen. Emmett Berge

Last Updated:

Views: 6566

Rating: 5 / 5 (80 voted)

Reviews: 87% of readers found this page helpful

Author information

Name: Sen. Emmett Berge

Birthday: 1993-06-17

Address: 787 Elvis Divide, Port Brice, OH 24507-6802

Phone: +9779049645255

Job: Senior Healthcare Specialist

Hobby: Cycling, Model building, Kitesurfing, Origami, Lapidary, Dance, Basketball

Introduction: My name is Sen. Emmett Berge, I am a funny, vast, charming, courageous, enthusiastic, jolly, famous person who loves writing and wants to share my knowledge and understanding with you.