--- title: "Lawmatics Software Reviews, Demo & Pricing - 2026" description: "Review of Lawmatics Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/crm/lawmatics-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [CRM Software](https://www.softwareadvice.com/crm/) / Lawmatics Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/crm/lawmatics-profile/reviews/)[Alternatives](https://www.softwareadvice.com/crm/lawmatics-profile/alternatives/) # Lawmatics Review Custom quote 1 plan Wondering if Lawmatics is right for your organization? Our CRM Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview Lawmatics 4.6 [(50)](https://www.softwareadvice.com/crm/lawmatics-profile/reviews/) Pricing Pricing available upon request ### About Lawmatics Lawmatics is the #1 growth platform for law firms. Think legal client intake, CRM, marketing automation, and performance analytics designed specifically for law firms looking to scale. Features include: CLIENT INTAKE - Automations - Custom Forms - Conflict Checking - Appointment Scheduling - Unlimited E-signatures - Document Automation - File Requests CRM - Contact Management - Text Messaging - Payments - Client Portal MARKETING AUTOMATION - Email Builder - Campaigns & Workflows - Audiences & Segmentation - Custom Domains REPORTING & INSIGHTS - Analytics Dashboards - Source Reporting - ROI Analysis - Site Tracking - API Access TIME & BILLING - Invoicing - Time & Expense Tracking - Online Payments Law firms use Lawmatics to streamline workflows, impress clients, and become more profitable. Don’t just take our word for it — here’s what customers are saying: “Our intake team is incentivized on their qualified conversion rate, so manually calculating everything used to take hours. With Lawmatics, what once took days now takes minutes.” – Kayla Grayson, Chief Operating Officer, Viles & Beckman (With automated reporting now in place, Kayla discovered that the team maintained a 9... 0 percent or better qualified conversion rate.) “Before Lawmatics, my team had to log into three or four different software to run the firm. And now I’m realizing, I don’t need this other software because Lawmatics provides the solution.” – Ticora Davis, Founder & Managing Attorney, The Creator’s Law Firm Do you work for Lawmatics? [Manage this product listing](https://www.g2.com/products/lawmatics/claim_requests/new?auto=true) Wondering if Lawmatics is right for your organization? Our CRM Software selection experts can help you in 15 minutes or less. ## Lawmatics User Interface ## Popular Lawmatics Alternatives Main Product Lawmatics 4.6 [(50)](https://www.softwareadvice.com/crm/lawmatics-profile/reviews/) Ratings Breakdown - 4.24Ease of use - 4.52Value for money - 4.65Customer support - 4.44Functionality Pricing Available upon request Get Price Alternative Product [HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/) 4.5 [(4486)](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/) Ratings Breakdown - 4.38Ease of use - 4.29Value for money - 4.39Customer support - 4.36Functionality Pricing Starting at $20.00 per month Get Price Alternative Product [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.4 [(18810)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Ratings Breakdown - 3.99Ease of use - 4.05Value for money - 4.13Customer support - 4.38Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) 4.3 [(6999)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) Ratings Breakdown - 4.15Ease of use - 4.29Value for money - 4.08Customer support - 4.27Functionality Pricing Starting at $14.00 per month Get Price Alternative Product [Kylas Sales CRM](https://www.softwareadvice.com/marketing/kylas-profile/) 4.8 [(625)](https://www.softwareadvice.com/marketing/kylas-profile/reviews/) Ratings Breakdown - 4.79Ease of use - 4.78Value for money - 4.80Customer support - 4.69Functionality Pricing Starting at $250.00 per month Get Price Alternative Product [Ploomes CRM](https://www.softwareadvice.com/product/449937-Ploomes/) 4.9 [(442)](https://www.softwareadvice.com/product/449937-Ploomes/reviews/) Ratings Breakdown - 4.78Ease of use - 4.67Value for money - 4.69Customer support - 4.79Functionality Pricing Starting at $22.00 per month Get Price ## Lawmatics Pricing and Plans Starting price: Connect with an advisor for pricing Free Trial Free Version Lawmatics Pricing Pricing available upon request No plan information available Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## Lawmatics Features - Popular features found in CRM Calendar Management Customer Journey Mapping Email Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Segmentation Task Management Territory Management Workflow Management - More features of Lawmatics Activity Dashboard Activity Tracking Alerts/Notifications API Billing & Invoicing Calendar/Reminder System Calendar Sync Campaign Management Client Portal Communication Management Conflict Management Contact Database Contact Management CRM Customizable Fields Customizable Forms Customizable Reports Customizable Templates Data Import/Export Deadline Management Document Generation Document Management Document Storage Document Templates Drag & Drop Email Marketing Email Templates Expense Tracking File Management Forecasting Forms Management Interaction Tracking Lead Capture Lead Management Legal Case Management Marketing Automation Opportunity Management Pipeline Management Referral Tracking Reminders Reporting & Statistics Sales Reports SSL Security Third-Party Integrations Time Tracking Trust Accounting ## Lawmatics Integrations CallRail Integration rated undefined from -1 review Clio Integration rated undefined from -1 review Filevine Integration rated undefined from -1 review Google Ads Integration rated undefined from -1 review PracticePanther Legal Software Integration rated undefined from -1 review Smokeball Integration rated undefined from -1 review See all 30 integrations ## Lawmatics User Reviews ## Lawmatics customer ratings - Overall rating: 4.6/5 - Total reviews: 50 ### Rating distribution - 5 stars: 33 reviews (66%) - 4 stars: 14 reviews (28%) - 3 stars: 1 reviews (2%) - 2 stars: 2 reviews (4%) - 1 star: 0 reviews (0%) ### Secondary ratings - Ease of use: 4.2/5 - Value for money: 4.5/5 - Customer support: 4.6/5 - Functionality: 4.4/5 --- ### Premium, Custimizable CRM that plays well with others! - Overall rating: 5/5 - Reviewer: David D. - Verified reviewer: Yes - Industry: Law Practice - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: August 2023 - Review source details: This review was submitted organically. No incentive was offered Very positive. I have had multiple meetings with customer service when setting up and going live; they have always been very friendly and insightful when I provide ideas and questions. I have used the system with both MyCase and then with Filevine, and the "switch" was super easy, and it "just worked." #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I like that it "just works" once set up with an onboarding specialist. I had the benefit of using some other CRM tools that were "similar," albeit more expensive and with a less-clean user interface. Lawmatics was customizable to my workflow #### Cons With so many bells and whistles and options - it can be daunting. If you have no CRM background and are unsure how your workflow and automations should look, that can be scary (though Lawmatics customer service can help here). #### Reasons for choosing Lawmatics I used both in the past, and both were eerily similar (but worked) Lawmatics gave a fresh look and was cheaper, making the move easy. #### Reasons for switching to Lawmatics The cost was the biggest thing. I expected Lawmatics, with its fresh UI and all the bells and whistles, to be more expensive, however, after the demo and consultation, I found out they were CHEAPER, and it became a no-brainer type of decision. A similar (or outright better) tool for less money? Sign me up. --- ### Love Lawmatics - but not all the other stuff they have added to it. - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Law Practice - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: October 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review. Overall, I do love Lawmatics. Just wish they expanded on the Lead Management and concentrated on that rather than trying to be come a one stop shop for law firms. Feels like all the energy has left the development of enhancements and future of the lead management portion. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 3/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The automations are great! I love that they can be event-triggered, and that now you can have templates. It saves us time, and each potential client gets everything automatically once they are set up. The integration with Call Rail means they are already there, just need to update with some info and start the process of sending a questionnaire to get the rest of the information. And it integrates with Clio as well. It's as close as we can get to a true single entry system, which makes us much more efficient and reduces the chances for errors. #### Cons I like LEAST that we cannot add attorneys that do not have a user id with Lawmatics. I am not paying for attorneys to have a user id just so I can assign cases to them. And they will never log into Lawmatics. So why can't I add staff that does not need access to Lawmatics without paying for them to have full access? Also hate that they stopped concentrating on being a good lead management system and decided to compete with the other CMS systems out there. What ever happened to being the BEST at something and continually improving THAT? From Lawmatics to Adobe to Zoom - everyone has a full suite. I don't always want or need yet another full suite. Be the best at what you do - stop trying to be like everyone else. That isn't what made Lawmatics great. What made it great was that it was NOT like all the rest. #### Reasons for choosing Lawmatics the triggers for automations made more sense and were what we needed #### Reasons for switching to Lawmatics Clio Grow did not offer event-triggered automations. we kept clio manage though --- ### Lawmatics CRM - Overall rating: 3/5 - Reviewer: Nate G. - Verified reviewer: Yes - Industry: Legal Services - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: August 2023 - Review source details: This review was submitted organically. No incentive was offered Lawmatics is a relatively niche CRM that is relatively good. #### Ratings breakdown - Ease of use: 2/5 - Value for money: 3/5 - Customer support: 4/5 - Functionality: 2/5 #### Pros The CRM UI is over all well thought out and clean. The Custom Forms builder is over all well designed and versatile. The activity log is easy to read and understand. The support staff are understanding and respond in a reasonable time. #### Cons The automations system in Lawmatics was one of the primary reason that our company decided to use Lawmatics. Using it has been a series of endless work arounds. While the interface is okay, achieving the desired end always requires multiple stop gap measures. What attributes of a matter can be changed by an automation are severely limited. The only way to use the automations is generally to supplement by using multiple custom forms and Zaps through Zapier to make the automation work as desired. Because of this, automations are a Gordian knot. It is easy to get to cause unforeseen errors. This is in part because there is no testing server. All changes to the system are live fire. This has caused issues on a few occasions. In addition to this, the calendar system is less than optimal. Booking internally works well most of the time, but there is no way to send a booking request that doesn't allow for potential abuse from a external user. #### Reasons for choosing Lawmatics Internal Automations #### Reasons for switching to Lawmatics Filevine isn't a CRM. We still use it for Case Management. --- ### Lawmatics helps automate emails, invoices, text message, and scheduling - Overall rating: 4/5 - Reviewer: Karol B. - Verified reviewer: Yes - Industry: Law Practice - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: October 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review. It is a powerful software but can be cumbersome to manage. I find it somewhat frustrating to get support, especially with complicated customization. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 4/5 - Customer support: 3/5 - Functionality: 4/5 #### Pros Lawmatics is incredibly flexible, allowing a law firm to set up emails, text messages, and other automations to nurture and support prospective clients. I like that people can schedule consultations without direct assistance, and pay their consultation fee. #### Cons It can be a struggle to learn, and to make automations that truly work well. We had a third party vendor set ours up but it never really worked as we want it to. Trying to modify what they did to fix the issues always seem to generate more problems. #### Reasons for choosing Lawmatics Seemed easier to customize and set up; specific to law firms #### Reasons for switching to Lawmatics ActionStep was too difficult to customize to our needs --- ### Lawmatics - powerful workflow tool if you take the time to learn it - Overall rating: 5/5 - Reviewer: George S. - Verified reviewer: Yes - Industry: Legal Services - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: October 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review. It's been a wonderful experience, largely because my professional skills match well with the Lawmatics tool. It's not an easy system to learn and it's easy to make mistakes that your end-customer will see, but it's extremely powerful and has been the backbone of our very successful business growth this year. The Support team is fantastic, too. They have 2x/day open calls, an AI agent that's getting pretty good, and live chat support. The people are very knowledgeable, friendly and get stuff done quickly. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros A true end-user configurable solution with tremendous flexibility to develop your unique business workflows without coding. #### Cons It's difficult to do exhaustive tests because there is not test environment or blue/green production environment. You can build complex automations that include triggers/events that are time-based (ex. 1hr after meeting ends or 4hrs before event starts) and action-based (ex. status change). These are not always easy to test, but once you enable the automation, it is live. This makes you think really hard before you enable an automation that is external (like an email to a customer based on attending or not attending an event or appointment). #### Reasons for switching to Lawmatics Lawmatics has far more configurability than Clio --- ### Powerful Legal CRM Worth the Setup Time - Overall rating: 5/5 - Reviewer: Dmytro H. - Verified reviewer: Yes - Industry: Legal Services - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: October 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review. We’re very satisfied with Lawmatics overall. It’s become an essential part of our workflow for managing new leads, sending retainers for signature, taking payments, and running automations. The support team has been helpful, and once everything is dialed in, it really streamlines practice management and client communication. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Lawmatics is a very powerful CRM and intake management tool tailored for legal practices. It handles everything from client intake to automations, retainers, and payments seamlessly. Once set up, it makes the client onboarding process smooth and efficient. #### Cons The initial setup took quite a bit of time — around six months for us — to customize and adjust to our firm’s specific needs. However, the process was worthwhile, and other firms may be able to implement it faster depending on their structure. #### Reasons for choosing Lawmatics Better, can work independently from any legal management systems. --- ### Great all-in-one platform with awesome support, just wish it were a bit more flexible! - Overall rating: 5/5 - Reviewer: Sara P. - Verified reviewer: Yes - Industry: Law Practice - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: October 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review. I’ve learned a lot using Lawmatics! It’s a powerful tool that’s helped streamline our processes, but I’d love to see more flexibility and customization options in the future. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros I like that everything is in one place, from automations to reports, it really keeps our marketing and client management organized. Their customer support team is great, they’re responsive, friendly, and always willing to help, even if sometimes their hands are a little tied by system limitations. #### Cons I wish it were a bit more customizable. It's easy to use, but it would be great to send emails to multiple audiences without having to create new campaigns, and to be able to view and edit audiences more easily. --- ### A really helpful platform for managing our workflow - Overall rating: 5/5 - Reviewer: Angelique S. - Verified reviewer: Yes - Industry: Legal Services - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: October 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review. My overall experience with Lawmatics has been very positive. It’s a powerful and well-integrated platform that brings together all the essential tools we need, CRM, forms, email, tasks, billing, and marketing tracking, in one place. It has streamlined our workflow significantly and made it easier to manage both client and internal processes efficiently. While I mentioned a few limitations, these are more add-on concerns rather than issues that affect its core functionality. Overall for me, Lawmatics delivers great value, offers excellent customer support, and remains one of the most user-friendly and comprehensive platforms we’ve used. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I really like that almost everything you need is already built into Lawmatics. It’s an all-in-one platform that combines your CRM, custom forms, email, tasks, marketing ROI tracking, time and billing, and a fully customizable dashboard. It’s very user-friendly since you can manage and monitor everything in one place. Unlike other platforms, data migration is also quick and seamless. I also appreciate their excellent customer support, the team is highly responsive and addresses questions promptly. #### Cons Although the dashboard is customizable, some features are only available on the original dashboard. This can be disappointing because it forces you to rely on the default view instead of your custom setup, as switching between dashboards can be inconvenient. Another drawback is with email management, I noticed that when I delete a photo from Lawmatics, it also disappears from previously sent emails, which can be frustrating and potentially affect the professionalism of past communications. --- ### Lawmatics Made My Daily Tasks So Much Easier - Overall rating: 5/5 - Reviewer: Jannis M. - Verified reviewer: Yes - Industry: Legal Services - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: October 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review. My overall experience with Lawmatics has been very positive. It has streamlined our intake process for PIP and BI cases, reduced manual tasks, and improved communication with clients. It’s definitely a valuable tool for any legal office. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Lawmatics has truly helped me stay organized and balanced in my daily workflow. My experience with this software has simplified my tasks, especially when handling the intake process for new legal cases. It’s user-friendly, efficient, and saves me valuable time. #### Cons At first, it took some time to customize the forms and workflows to fit our firm’s specific needs, but the support team was helpful and responsive. --- ### Lawmatics simplifies the intake process a great deal - Overall rating: 5/5 - Reviewer: Angela G. - Verified reviewer: Yes - Industry: Law Practice - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: October 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review. I have been using Lawmatics for a year now and it has been a great asset in helping manage our potential new clients to make sure all are followed up with accordingly and no one is forgotten about. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Organizes our intakes so that we know exactly what stage of the initial process they are in and who I need to follow up with as well. Potential clients can upload files easily so that if they become clients we have all of their submitted documents right there in one place. #### Cons I can't really think of anything that I don't like about Lawmatics. Every feature helps with my every day job. --- Showing 1 - 10 of 50 Reviews [See All Reviews](https://www.softwareadvice.com/crm/lawmatics-profile/reviews/) ## Lawmatics Popular Comparisons [HubSpot CRM vs Lawmatics](https://www.softwareadvice.com/compare/1854-HubSpot-CRM/vs/318153-lawmatics/)[Salesforce Sales Cloud vs Lawmatics](https://www.softwareadvice.com/compare/2764-Salesforce/vs/318153-lawmatics/)[Zoho CRM vs Lawmatics](https://www.softwareadvice.com/crm/lawmatics-profile/vs/zoho-crm/)[Kylas Sales CRM vs Lawmatics](https://www.softwareadvice.com/marketing/kylas-profile/vs/lawmatics/)[Ploomes CRM vs Lawmatics](https://www.softwareadvice.com/compare/318153-lawmatics/vs/449937-Ploomes/)[eWay-CRM vs Lawmatics](https://www.softwareadvice.com/crm/eway-profile/vs/lawmatics/)[Bigin by Zoho CRM vs Lawmatics](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/vs/lawmatics/)[Clio vs Lawmatics](https://www.softwareadvice.com/legal/clio-legal-profile/vs/lawmatics/) [Compare All Alternatives](https://www.softwareadvice.com/crm/lawmatics-profile/alternatives/) ## Other Top Recommended CRM Software [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) **4.5** (256) Recently recommended **89** times [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) **4.4** (18810) Recently recommended **79** times [HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/) **4.5** (506) Recently recommended **66** times [LeadMaster](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/) **4.1** (36) Recently recommended **54** times Stuck Between Options? 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