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."

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

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).

Overall it has been excellent and the team are a pleasure to deal with. After searching for many years to find a suitable CRM/Practice Management tool, I am glad to say we are nw settled with Lawmatics and won't be leaving!

The automations are great and give multiple options based on different entry conditions. At the same time it is fairly simple to set up a complex automation compared to other products we had demo's with. The layout is very intuitive and visually appealing. Everything has been thought out carefully and the design is simple and attractive and is not cluttered like many other CRM's we saw. Immigration practices are usually very lead heavy so having a system which funnels clients effectively through to booking an appointment and then onto conversion is a huge benefit to our organization. Additionally, the robust form feature enables us to gather all important information regarding a client's eligibility for a visa is a streamlined manner. The task feature is of great benefit as we can now generate a automated set of tasks and send out forms and retainers automatically according to the matter type. Overall the system has helped us to save several hours each week by automating monotonous repetitive tasks and enables us to focus on the practice of law.

As this is a fairly new product there are a few features which need further development such as the Appointment Booking feature. It would be great if this could be on par with Acuity for example. The system could also benefit from additional native integrations with payment processors other than LawPay. However, the team have made numerous improvements and are very responsive to feature requests. The [SENSITIVE CONTENT] and his team have a proven track record in the legal CRM and Case Management field and are very driven and passionate about helping their clients to grow their firms.

Lawmatics is a relatively niche CRM that is relatively good.

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.

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.

It has been great overall; still learning the system.

The CRM is built specifically for the legal industry. The options to create a streamlined intake process, which allows leads to be convert to hired clients. The automation process allows for firms to save valuable time and effort for redundant tasks.

The system is robust; there is a learning curve with implementation of documents/assets/forms. The support staff is incredible, and the Lawmatics University is a great resource to learn the system, but it takes time to build out and customize the platform for individual firms.

Overall, our experience with lawmatics has been great. We are solving a lot of our client follow-up issues with automations, as well as client data tracking and client intake.

We have been very happy with using Lawmatics to manage all of our client contacts and has helped streamline our case management. It allows us to send clients automatic emails, which helps move them through our client pipeline and follow up with clients without having to do so manually. Lawmatics has also been great for implementing KPI tracking and allowing us to easily enter data for each client and generate spreadsheets with different clients that fall within certain parameters.

We have had some issues with matters duplicating. We also really appreciated that when we first started using lawmatics, we had someone who was incredibly knowledgeable about the software, as our only contact. He was familiar with our processes and work, so it was easy to work with him and get help. Support now feels like it has dwindled because we are not always working with the same person.